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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/

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  1. 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.

    23 votes
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      Working on it  ·  5 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
    • 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.

      33 votes
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        2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
      • 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.

        25 votes
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          3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
        • 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

          24 votes
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            1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
          • 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?

            9 votes
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              1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
            • 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.

              42 votes
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                2 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • 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."}

                24 votes
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                  8 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                • 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

                  3 votes
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                    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • 19 votes
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                      1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                    • 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.

                      14 votes
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                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • stop it restarting, unable to use because of this

                        stop app restarting, and add function to delete all contacts

                        4 votes
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                          0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                        • 3 votes
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                            0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                          • disable outlook customer maanger

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

                            11 votes
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                              7 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.

                            • 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

                              7 votes
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                                3 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.

                                • date of birth

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

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

                                    1,124 votes
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                                      188 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 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.

                                      16 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 →
                                        • 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.

                                          26 votes
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                                            Working on it  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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