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/
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Automatically share the full time line of shared contacts.
My colleagues need to see the last time someone was in contact with our contacts and see the content of the communication. The sharing of time line information (mail, calls, notes etc) is essential for this product.
203 votes -
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.
2,492 votesWe are exploring technical feasibility to bring it to E3 and E5 as soon as possible. Please continue voting.
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Sort and change columns order on deals list
Last upgrade, we lost the sort feature on Deals lists as well as moving or changing the columns order. That was an excellent feature to follow deals.
154 votesWe are sorry and are working on bringing it back as soon as possible. With the old implementation we had some issues with loading a lot of deals and contacts, so we had to make the change to improve performance.
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Allow multi-select of contacts and then allow setting all selected contacts to Shared status
There should be the capacity to select multiple contacts in the OCM interface in Outlook 2016, and then change certain settings on all selected contacts - but most importantly their shared status.
Often, smaller companies all share the contacts and deals they are working on. When someone joins the OCM and brings their contacts in, not being able to share them all, or a specific subset with one or few clicks, is a major barrier to getting on board with the software.
94 votesWe hope to enable that functionality soon. We will be publishing details on this in our Techcommunity forum.
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group sharing
I shared my files with two people of my company. They see the contact but not the companies. Offers appear from time to time
62 votesWe are working on the issues around sharing. Thank you for reporting.
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CRM tools need to include company name.
When I import contacts to Customer Manager from the Outlook contacts list, "company" is not included. The field is blank in Customer Manager, even for contacts where company was input in the outlook contacts list or inbox. Company name is a key piece of info for a CRM tool to track, and Customer Manager should include it when provided. It should also update dynamically back and forth as changes are made in the Outlook customer list and/or Customer Manager.
77 votesWe are improving our import and are working on adding it back.
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Can't export any OCM lists
I can't "Export" any lists: All I receive in the browser window is {"message":"Authorization has been denied for this request."}
47 votesThis is a bug right now. If you change your default browser to IE, it should work. We are working on making it work again.
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Not sure why the "shared with" category is showing "Private" when all of my business contacts are shared. Can that be corrected?
Not sure why the "shared with" category is showing "Private" when all of my business contacts are shared. Can that be corrected?
22 votesThis is a known issue and we are working on it.
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Please increase the file size limit for importing contacts
60kb is just plain ridiculous
29 votesWe are working on improving our import. You will hopefully see an improvement in the next couple months.
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Scrolling list of companies is slow
I have about 300 companies in my list and scrolling through the list of companies in the Outlook client is painfully slow. This needs to be improved.
19 votesWe are exploring options on how to improve this. Hopefully you will see some improvements in the next two months.
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disable outlook customer maanger
Provide option t administratively disable Outlook Customer Manager for Office 365 Business Prem subscription
21 votesWe 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.
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I can only see 14 Business Contacts and I have about 200 - also lost ability to sort
I can only see 14 Business Contacts and I have about 200 - also lost ability to sort - Need Help to recover former functionality
8 votesIn regards to only seeing 14 contacts – we are working on a fix, it should be available by Monday September 18th.
Search on name should also be available by then.
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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.
39 votes -
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
12 votesWe are working on improving that behaviour. in some cases you need to hit the refresh button at the top of the list .
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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.
31 votesWe have introduced the ability to filter by user created columns. We are working on more types of custom columns.
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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.
23 votesWe are investigating this issue. Sorry for the inconvenience.
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date of birth
Contacts Date of Birth can't go back further 1970. Please put on list to rectify
13 votesThis is now filed as a bug and we are working on it.
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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
$x = New-MsolLicenseOptions -AccountSkuId "domain:O365BUSINESSPREMIUM" -DisabledPlans "PROJECTWORKMANAGEMENT", "O365SBRelationship_Management"
find all licensed users that have O365 BP and apply the new profile
Get-MsolUser -all | Where-Object {$.isLicensed -eq "True" -and $.Licenses.AccountSKUid -eq "domain:O365BUSINESSPREMIUM" } | Set-MsolUserLicense -LicenseOptions $x
verify
(Get-MsolUser -UserPrincipalName someone@somewhere).Licenses.ServiceStatus
3 votesWe 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.
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Is there a developer API?
Is there an API for developers? If not is it in the works?
23 votesOutlook Customer Manager is based on Exchange and Office365. So for now you can use existing APIs for Contacts and Tasks.
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27 votes
Thank you for your suggestion, we are working on it.
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