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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/

How can we make Outlook Customer Manager better?

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  1. 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.

    36 votes
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      1 comment  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
    • 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.

      29 votes
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        3 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
      • 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.

        14 votes
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          1 comment  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
        • 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
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            1 comment  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
          • 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
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              0 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
            • Save shared contacts

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

              9 votes
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                3 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
              • 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
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                  0 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
                • Not po

                  Not possible to get the OCM in Austria ?

                  1 vote
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                    1 comment  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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
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                      0 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
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