OutlookUservoice_icon_outlook Outlook Feedback by UserVoice

Outlook Customer Manager

We have partnered with UserVoice, a third-party service, to collect feedback from you and other Outlook users. Your use of the portal and your submission is subject to the UserVoice Terms of Service & Privacy Policy, including the license terms. Please do not send any novel or patentable ideas, copyrighted materials, samples or demos for which you do not want to grant a license to Microsoft.

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?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Please provide Product for Office 365 Pro Plus

    Please provide Product for Office 365 Pro Plus so we can use it on Terminal Server as well.

    1 vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  2. Assign a deal after it has been created

    It would be great if a task could be created by a user and then assigned to a different user.

    e.g. A telesales creates a deal and then assigns it to an external sales rep.

    43 votes
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  3. Sync Business Center contacts

    The Business Center apps contacts tab has a field to show whether a contact is a customer or a lead - this information seems not to be available anywhere in OCM, which makes using Business Center with OCM pretty much pointless. Surely, the fields should be synced.

    31 votes
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  4. Triggers for Customer Manager in Flow

    I would love to pull the data from Customer Manager into the Common Data Service via Microsoft Flows. Without this I am stuck creating a sharepoint or powerapp solution.

    16 votes
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  5. Save shared contacts

    Allow to save contacts created and shared by others in my contact list.

    11 votes
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  6. Why doesn't OCM allow me to click the tab, from contact file?

    When I want to make an entry, I want to start from the contact file. but then OCM icon is not available. It makes no sense to find the contact, then have to highlight the email address, or make as if I want to email,. and then from the email page click the OCM icon, in order to open the OCM.
    Please sort this as a matter of urgency.

    6 votes
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  7. Can a drag drop feature be added to allow for ease of flow of Data Files into Contacts/companies

    Can a drag drop feature be added to allow for ease of flow of Data Files into Contacts/companies

    6 votes
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  8. sincronizar adquadamente os contatos e suas informações. hoje precisa reeditar quase tudo

    sincronizar os contatos informações, reconhecer os dados do cartão existente. hoje é necessário editar quase tudo e mesmo assim existem erros

    1 vote
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  9. May I know is outlook Customer Manager add in available for Gallatin (O365 in China)

    I purchase Office 365 in China (Gallatin), May I know is it available for business plan tenant? if not, when I can get the feature, thanks!!

    0 votes
    Sign in
    (thinking…)
    Password icon
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Outlook Customer Manager

Feedback and Knowledge Base