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.
Currently we allow users to export data to Excel. To get there you need to open the module (find out here how: https://support.officeppe.com/en-us/article/Get-started-with-Outlook-Customer-Manager-48331ce0-c356-4186-8987-c86676520dc7), where you can find an export option.
Frank Peters commented
This Link does not work.
Even the corrected link (https://support.office.com/en-us/article/Get-started-with-Outlook-Customer-Manager-48331ce0-c356-4186-8987-c86676520dc7) does NOT contain any information about how to export Data from Outlook Customer Manger.
Stadelmann Partner commented
Unfortunately using the export funtion show no teaction under tasks and the following error message under deals:
<Error><Message>Authorization has been denied for this request.</Message></Error>
Link mentioned above doesn't work