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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. the Bing lookup when creating a company is a great idea

    The actual implementation of it is a mind numbing joke. Does anyone at Micrsosoft on this project ever actually try to use it and see the non-sequitir results it comes back with - how can you foist this on users to waste their valuable time - just turn it off until it works or say use it only if you are currently delusional or hallucinating

    4 votes
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    4 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  2. 1 vote
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  3. birthdays

    When adding a birthday to a contact it doesn't seem to do anything, I would think a reminder added to the calendar would be default. If this is the case it doesn't work. It actually shows the birthday in my iPhone calendar but no where in the outlook iPhone app or outlook for desktop.

    5 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  4. Review integrity of TASK data

    I've been working extensively with TASKS and trying to link them to contacts or deals and have had a lot of challenges with changes being populated between the TASK area of Outlook and the same TASK that is tagged to a record in OCM. Dates that are changed in one area do not consistently change in the other area. The same is true with changes in the subject line and even when completing... if done in OCM the TASK stays open in the TASKS area, and vice versa.

    6 votes
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  5. Cannot control the order of the custom fields in the deal detail view

    Reordering the columns in the Deal table view, particularly custom fields, does not correspond to the order in the deal detail view. In fact, the order of the fields in the deal detail view appear random. Is there a way to control the order of the custom fields in the deal detail view?

    13 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Create Profiles, Create Groups of coworkers who can interact with de data en OCM

    Allow permission and to create certain profiles for the users. Allow to share o delegate task to another co-worker.

    8 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add Labeling and Filter Ability to Timeline items

    Dont abandon it! I am making a significant investment in using it -
    This is one of the most compelling and sickiness features of o365 - don't abandon it or look to hold us ******* later with an upcharge - and I say that as a life long MSFT user (Windows 286 anyone?) and fan and partner.
    Please add contact integration with your Outlook phone client for android - currently to see the contact there you need to "add " the contact to the regular outlook address book on the pc, regardless of what you do in OCM.
    also, allow…

    8 votes
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    2 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  8. Follow-up reminder time should not default to midnight

    The time for follow-up times of tasks defaults to midnight. I'll never do a follow-up at that time. How about it defaults to 8:00 am or 10:00 am?

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

    stop app restarting, and add function to delete all contacts

    6 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  10. How can I remove Ghost task. they are locking up my system and I cant add any new deals?

    How can I remove Ghost task. they are locking up my system and I cant add any new deals?

    1 vote
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  11. Release for Education subscription

    Please release this for the Education Subscription a lot of educators have commercial relationships as well as funded and a tool like this would be ideal.

    6 votes
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  12. Check into data stability in custom fields

    The data in the custom user fields (An inserted a column) in the Contact Record has been very unstable. It disappears.

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Adding links to Files is broken

    when I click on a link I add to files, I get the always soulcrushing and mind numbing "you will need a new app to open this about" and then presents me with the mega time sink of going to the store to find it - in this case, when I have not one but 2 microsoft browsers on my pc :). What may be helpful to developers if they hopefully take action on this is the link is actually stored correction in sharpoint but the link that is formed on the OCM form has ^ where . should be

    6 votes
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    2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  14. 3 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  15. 3 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  16. Include a total value row to sum amounts from all deals

    Include a totals row that adds amounts from each deal

    5 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  17. List view and display sizing

    The ability to reduce the display size of the list. I'm constantly having to scroll across because the font is so large.

    11 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. Make it easier to edit deal details. The View Details link is hard to find.

    To the user, it seems impossible to edit deal details--including but not limited to the status. The interface is very difficult to use.

    3 votes
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  19. Add Business Contacts tab in OCM Mobile IOS

    A Business Contacts tab would be helpful in IOS Mobile apps

    8 votes
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    0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  20. Calculate value fields that are dependent

    Include basic math to calculate value fields that a dependent on the results from another field

    3 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
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