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Outlook Customer Manager

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. Export Data Function

    How can we export Outlook Customer Manager DATA. Might one day appear wish to change to Dynamics 365 Sales or other CRM Systems.

    1 vote
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      2 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 1 vote
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      • Unable to import

        I'm unable to import a CSV file, during the import process I receive an error message. No matter how many times I resume, the same thing

        1 vote
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        • How do I get rid of this useless add-in

          How do I get rid of or hide this useless add-in? It just clogs up valuable real estate in my Ribbon.

          1 vote
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          • There Does Not Seem to Be a Way Change "Status" in "Deal Details"

            Problem: The "Deal Details" does not have a method to change the status, which means that you cannot change the "Stage"

            1 vote
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →

              When you change the stage you change the status. The mapping between stage and status are done through the customization UI on the module. To change the status you need to go to the “View Details” section on the deal.

            • Release Outlook Customer Manager!

              It is kind of hard to know how to make OCM better when I don't have it.

              I have upgraded my subscription months ago waiting for the OCM icon to magically appear to no avail.

              How about an accurate reply as to when you will make it available? I just got off the phone with TechSupport and they don't have a clue.

              Todd

              1 vote
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                2 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Timing in First Release

                Hi, im on first release but no sign of add in-support today told me even on first release microsoft are not including everyone immediately?

                53 votes
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                  39 comments  ·  Flag idea as inappropriate…  ·  Admin →

                  Everyone in Business Premium should have Outlook Customer Manager. We support the main Office languages (except for arabic and hebrew), everyone else will see English. If the app doesnt show up in Outlook, please contact support.

                • Data Duplicates

                  Not sure if it is because I am editing the fields so quickly, but the data is duplicating on its own. Something to possibly look into.

                  1 vote
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • 1 vote
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                    • OCM not working

                      OCM is not working. It mentions Navigation to the webpae was cancelled. When you hit refresh the page, it says there is a problem with the website security certificate.

                      1 vote
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Impressed

                        I am very impressed with the program. Thank you Miriam and the Outlook Customer Manager Team for a great start and for listening and keeping users informed.

                        1 vote
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                        • Make User Added Fields searchable.

                          It is a great to be able to add User Defined Fields to the Database, but without the ability to search on those fields, the feature is only half cooked.

                          3 votes
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                          • Allow for the Customer Manager to remain engaged when scrolling email

                            The Customer Manager has potential, and is appreciated, but should remain "on" when scrolling emails

                            1 vote
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Increase number of Companies viewable from 250

                              There is currently a limit of 250 Companies that can be viewed within OCM. As most users are looking at OCM as a replacement for BCM it would make sense to increase this to level to be dictated by memory capacity-there appears to be no such limit on contacts, yet in order for the database to work correctl each contact should be able to be associated with a company to enable correct searching.

                              3 votes
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                              • 1 vote
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                                • Thank you!

                                  Thank you! This is a long time coming!

                                  1 vote
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