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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. configure user voice to show the date of the original post

    You need to give us the date of the post - so that we aren't reading about features and bugs that were posted s o long ago they have likely been resolved. Also the drop down list how about "Bug" or "Problem", "Office Integration"

    1 vote
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      0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
    • This app has come a long way.

      This is an incredible value add to the out of the box o365. The problem with third parts apps of this kind is integration - with everything MSFT is adding all the time - the benefit from the out of the box integration everything has is powerful. This app used to be unstable and unusable not too long ago but it is now stable enough where I am making an investment in data in the app - I hope you continue to develop it and the most important thing you could do is allow access to the data via excel…

      1 vote
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        0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
      • 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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          2 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • 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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              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
            • 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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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • 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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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • 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?

                      52 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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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • 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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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • 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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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 1 vote
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                                    • Thank you!

                                      Thank you! This is a long time coming!

                                      1 vote
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