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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. Add support for Office 365 E3 and E5 tenants (as well as E1 and E2)

    We have a team called government and public policy that would like to use this feature to track communication with certain important contacts. Please make this feature available for our Enterprise E3 tenant.

    558 votes
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      53 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Is there a developer API?

      Is there an API for developers? If not is it in the works?

      12 votes
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        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Column Filtering and drop-down menus

        As a database it is useful to be able to filter the data you input. It is currently possible to filter for the pre-determined columns, but not for user created columns. In addition for user created columns it would be useful (similar to some of the pre-defined columns) to be able to select a drop-down menu and pre-define the choices of text entry.

        17 votes
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          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
        • Share contacts with Microsoft Bookings

          I've recently started using Microsoft Bookings for my business. It would be great if there could be syncing of contacts/companies between the two.

          17 votes
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            Working on it  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • disable outlook customer maanger

            Provide option t administratively disable Outlook Customer Manager for Office 365 Business Prem subscription

            5 votes
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              5 comments  ·  Flag idea as inappropriate…  ·  Admin →

              We are currently working on a fix for this. As a workaround: remove the license in the admin center and then delete the app in the user’s Addin’s view. If you want to disable it for a few users, please remove the licenses and contact support. you can reenable, by adding the license again and then the app will be installed within the next 24 hours.

            • Make it more reliable.

              Many times it fails, or pops up that it is not available yet to me (even though I was using it earlier in the day). Also, make things autosave so you don't accidentially navigate away.

              14 votes
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                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • does not seem to be syncing accross computers

                I enterd many deals in computer A - signed on to computer B and the deals are not showing up

                3 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • 19 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • date of birth

                    Contacts Date of Birth can't go back further 1970. Please put on list to rectify

                    7 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Provide a link to the App Store to download the iOS version.

                      Since it's available now, please provide a link to the App Store to download the iOS version.

                      8 votes
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                        3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Reminders not working

                        Reminders are not popping up at the time requested. Not sure if they are supposed to but I would think that is what they are used for.

                        5 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • 5 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                            You cannot delete default columns. You can add new columns (see add new columns in each list). We will look into adding phone numbers to the default columns. Also you can move columns with drag and drop, so you can move Shared with to the end, if you want to.

                          • Would you ever add support for ProPlus?

                            Would you ever add support for ProPlus? While we're a larger organization, I could see internal uses for this product.

                            6 votes
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                              1 comment  ·  Flag idea as inappropriate…  ·  Admin →

                              We are working on enabling larger organizations, that have E3 or E5 licenses. This will also enable internal scenarios.
                              We are not planning to support Pro Plus, as we are building on top of many Office365 Services such as Email, which are not included in these licenses.

                            • Issues when assigning a non Exchange license - please fix

                              How can we turn off this feature on Customer's Tenant?

                              We are now getting error/s on assigning licenses because of this feature.

                              To assign a license that contains Outlook Customer Manager, you must also assign one of the following service plans: Exchange Online (Plan 2), Exchange Online (Plan 1).

                              10 votes
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                                4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Could there be a global per tenant option to disable OCM?

                                It would be really nice if OCM could be disabled per tenant instead of having to powershell it away similar to the snippet below I just did:

                                # create temporary AccountSkuId to apply to all O365 BP users

                                $x = New-MsolLicenseOptions -AccountSkuId "domain:O365_BUSINESS_PREMIUM" -DisabledPlans "PROJECTWORKMANAGEMENT", "O365_SB_Relationship_Management"

                                # find all licensed users that have O365 BP and apply the new profile

                                Get-MsolUser -all | Where-Object {$_.isLicensed -eq "True" -and $_.Licenses.AccountSKUid -eq "domain:O365_BUSINESS_PREMIUM" } | Set-MsolUserLicense -LicenseOptions $x

                                # verify
                                (Get-MsolUser -UserPrincipalName someone@somewhere).Licenses.ServiceStatus

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

                                  We currently have a bug. You can remove/ disable the OCM license from the admin center, which currently doesnt remove the add-ins from the users. We are working on fixing this. In the meantime you can work with support by disabling the license and then send us the list of users you disabled it for, so we can make sure the app is disabled. hope that helps.

                                • 2 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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