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Outlook Customer Manager

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Outlook Customer Manager, a new Office 365 service, helps small businesses track and grow their customer relationships right within Outlook. It gives a complete view of interactions with each business contact, helps track tasks and deals in progress, and surfaces timely reminders—all next to your inbox. Outlook Customer Manager will be available at no extra cost to Office 365 Business Premium subscribers – beginning with those in First Release program and continuing worldwide in the coming months. It is turned on by default allowing users to access it in one-click from the home tab in Outlook 2016 for Windows, and includes a mobile app. Learn more at – https://blogs.office.com/2016/11/14/introducing-outlook-customer-manager-relationships-made-easy-for-small-businesses/

How can we make Outlook Customer Manager better?

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  1. Make Outlook Customer Manager available in Outlook Online (Outlook Web Acess)

    With Office 365 Online apps and Dynamics 365 etc. It would make sense to make Outlook Customer Manager also available for Outlook Online. For example like a slide in form the right like Skype or Delve info.

    443 votes
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      26 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Outlook MAC

      Will this also be added to outlook for mac?

      265 votes
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        41 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Import CRM data

        Good afternoon, it´s a question, not an idea. Can I import CRM data from other applications in Excel or any other format?
        Thank you

        63 votes
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          12 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Stand-alone interface

          Is it possible to access a stand-alone interface where I can see all my contacts at once? Currently I am only able to access Customer Manager by clicking on the icon when I have an email selected, but I cannot see my entire database of contacts.

          14 votes
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            3 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • All Contacts limit

            appears to be some upper limit in number of All Contacts - I have 2000 and it causes the app to crash

            8 votes
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              0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
            • Add more currency formats

              Right now it supports $. Would be great to be able to pick the currency when adding a deal.

              30 votes
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                23 comments  ·  Flag idea as inappropriate…  ·  Admin →

                We currently support several currencies. To change the currency. Go to the deals tab in the module, on the amount column click on the pencil icon. Here you can select another currency. Let me know if this doesn’t meet your needs.

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