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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. Share/save selected emails to a certain deal

    We often have several deals with the same customer, and we really miss the possibility to save/flag relevant emails to link them to a certain deal. One workaround is to upload each mail to the deal using files, but that is hardly an ideal solution.

    1 vote
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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →

      You should be able to add an email to specific emails. To do this, open the email in Outlook, click on Outlook Customer Manager. In the top right corner is a button “all related” click on it. it opens a page that shows all the related information. Next to the deal is a plus. Click it and you can select a deal you can attach this email to. Hope that helps.

    • Create a field for products and/or services in the deal tab

      When I create a new deal, It would great if I can list products or services include in the deal

      5 votes
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        1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
      • Forum for OCM community to discuss problems and solutions

        Hi, this web-page is great for ideas for improvements, etc., but is there a dedicated forum somewhere for problems? Perhaps in answers.microsoft.com?

        1 vote
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          1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
        • Not po

          Not possible to get the OCM in Austria ?

          1 vote
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            1 comment  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
          • Business Contact not Displayed

            i change contacts to Business contacts about 40. they do not show in the display area when I select business contacts. when I change sort to Z to A some show but not all

            1 vote
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              0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
            • gives erro "fout bij invoegtoepassings" en stops

              gives an error fout "bij invoegtoepassing" and stops working : this works a few weeks ago

              1 vote
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                0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
              • customize stages

                To be able to customize the Business process

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

                  You can currently customize the stages. You can do so by going to the Deals list and select the edit icon next to the stage field. Here you can update the stages. We are not planning at the moment to provide more sophisticated business process customization.

                • custom columns and sharing

                  I am having trouble sharing contacts with my coworkers. Since I shared one contact as a test with him, his add in no longer works. Assuming we get that to work will he be able to see my custom columns? Please be sure that this is possible! Maybe an admin can have control? As part of a CRM for our company we all need see the same information and basic fields for us are 1) to assigning a contact owner internally, 2) an importance level, 3) a contact type field, 4) a region field.

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

                    We are constantly improving our sharing behavior. If you do not see shared contacts or the same set of custom fields, please contact support.
                    For the issue your colleague saw with the “add in no longer works”. He might be hitting an issue, for which we are rolling out a fix in the next week, so he should be able to have it working again.

                  • Categories of clients: can I categorize contacts as "Schools with Foreign Students" and another as "Schools with Football" etc.?

                    I would like to have contacts identified as a category. "Schools of 1-250 students", "Schools of 251-500" or any other such category. I can do that as categories in Outlook. How does this fit with OCM. I would like to pull them up and email to one category and then another email to the other category.

                    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 →
                      • 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 →
                        • 1 vote
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                            1 comment  ·  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.

                            • 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 →
                              • 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 →
                                • 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 →
                                  • 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 →
                                    • 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.

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