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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/

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  1. Get rid of all the white space!

    I have to assume that this was designed for some 'touch based' device because it sure has a lot of white space. Given that it called "Outlook Customer Manager" it would be nice if it had look and feel closer to Outlook Desktop software. It isn't just looks, there is so little data on the screen that it is almost unusable. In fact just about every time I try to use it, I shake my head in disbelief that it is so difficult to use. For example, there are only 9 contacts or 9 companies on display at any given…

    5 votes
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  2. Allow contacts and companies to be grouped into campaigns

    I really need the ability to put contact / companies into groups to create a simple campaign. Then I need to be able to mark them off as completed.

    11 votes
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  3. Sync O365 contacts and groups

    Why are we managing contact databases from the standard O365 for business people app, bookings, and now this. The entire premise of the app was the small business owner and how difficult it is for us to stay on top of our customer needs. This product currently makes the job harder. We need seamless workflows

    20 votes
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  4. Business Address saved when created through the contact card

    The address is saved to the contact but not the actual entry for the business.
    Perhaps when you chose to list a new business a card pops up to fill out the details before returning to the customer card?

    4 votes
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  5. inherit company address

    when you assign an existing company to a contact, provide option to inherit company address details

    19 votes
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  6. adjust (zoom) screen view

    The ability to zoom the screen view would help as most of the columns are "off the page." Adjusting the width of the columns like in xls would also help

    9 votes
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  7. meetings related to deals

    when I enter a meeting from the deal details and schedule it, it does no appear as a future event in the deal window - am I missing something?

    8 votes
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  8. Query data from Excel directly

    I want to use the get and transform tools in excel to query this data - similarly to how I query exchange date - but I don't know what source to point to - please advise

    7 votes
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  9. We need option to stop sending emails to invalid Email IDs. If we trying to send email to invalid Email Id, system wont allow us to click s

    We need option to stop sending emails to invalid Email IDs. If we trying to send email to invalid Email Id, system wont allow us to click send button .It force us to remove the invalid Email IDs .Email. After remove the invalid Email IDs from the address bar .then only user can able to click send button

    2 votes
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  10. Add more currency types

    There is no Kenya Shilling currency. Why? Please add it

    3 votes
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  11. date of birth

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

    12 votes
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  12. Creating new document-folder for deal automatically

    Hi,
    I got a suggestion : When you want to copy or drag&drop existing documents to a new deal, this process is relatively complicated.
    Pleas implement a function that automatically creates this folder.

    Alternatively, maybe a good compromise.
    In Deal/Document there is a " + Button" where you can select
    Add Link
    or
    Add File

    There should be a third selection named
    Create Folder

    Currently copying existing files e.g. from an existing deal to a new deal within windows explorer is complicated.


    First you have to Add an existing file (I always use a 1 kB File that I delete…

    10 votes
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  13. sizing of add in window

    You need to be able to size the time line window and the contacts display window - and change the font - its also scary that it opens internet explorer instead of edge-

    2 votes
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  14. 4 votes
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  15. Flag for Email to see if they are in the Contact manager

    It would be great, to see in the Outlook mail inbox. if the contact is already flagged in the customer manager

    64 votes
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  16. pin sub items of parent items like tasks

    allow people to pin open sub items such as tacks of parent items like deals -

    3 votes
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  17. Add relationships link

    Each contact should be able to be assigned to a specific company and describe what the relationship is (such as auditor, vendors, payroll contact, etc)

    35 votes
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  18. Infusionsoft, Wordpress, Amazon

    For sure, an integrated CRM is a good idea. You need InfusionSoft, Wordpress Membership, eBay, and Amazon Seller, and Shopify integration to give it traction.

    1 vote
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  19. Timeline Posts - New Window

    Allow timeline posts to be clickable when it is a post, call log, or meeting log. Open into a new window so the post is easily readable. When hovered over, it only shows a certain amount.

    22 votes
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  20. OCM requires IE to work: Make it more explicit.

    If IE is not present, OCM displays a message "your browser is not supported", but the support page indicates that Edge is supported. This is misleading. Ultimately, would be nice if Edge support OCM natively.

    4 votes
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