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. Xero integration

    Xero integration with Customer Manager would make great sense, copy over quote/deal information from Xero and vice versa

    10 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Company Tasks shown under contacts

    When viewing the Contact info (Deals, Tasks, Timeline), show items that are assigned to the same company as the contact. Currently, only tasks specifically assigned to the contact are shown.

    20 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add support for emails secured with s/mime.

    Emails emails secured are not available in OCM. But I think this should be a essential security feature.

    4 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Provide for uploading an image to a Company

    Rather than the generic company image, I would like to upload a custom image.

    17 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. 8 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Send email or meeting request from Deal list

    When a company is selected in the list, clicking Email or Meeting from the Communicate tab will open an Outlook item with the contacts pre-filled. The same experience does not occur when clicking the buttons with a Deal selected.

    14 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. Streamline the file upload

    Uploading files to OCM gets the files stored in either the OCM Group (for Deals) or in the user's personal OneDrive (for Contacts and Companies). My suggestion is to streamline this.

    5 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. Export Task List

    Add ability to export task list based on specific column (i.e. export active tasks for "Org Type"=Client)

    6 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add troubelshooting ways

    When it works, there is critical data. Contacts, Deals, but there is no clear indication of the Customer Manager's with Groups in the cloud, where the data is backed up or how to access CM data in the cloud. When it breaks there is not indication of the service being up, down, or how to retrieve the data.

    3 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. How to change GUI language?

    Simple question, how can I change the language of the GUI?

    4 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Outlook Customer Manager shows you the language of your Outlook. If you change the language of Outlook or Office in general. Outlook Customer Manager will change. We support a wide range of languages, but when we don’t we will fall back to English. What is the language you are looking for?

  11. Column Filtering and drop-down menus

    As a database it is useful to be able to filter the data you input. It is currently possible to filter for the pre-determined columns, but not for user created columns. In addition for user created columns it would be useful (similar to some of the pre-defined columns) to be able to select a drop-down menu and pre-define the choices of text entry.

    30 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Modify layout?

    Is is possible to modify the layout (add new fields and pages) like in BCM (Business Contact Manager)?

    34 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Need database maintenance utlities

    When trying to delete a Contact Record, an error dialog box pops up with: Details Not Avail. . . contact your admin for help. Well, I am the Admin, but there seems to be no tools for database management.

    6 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Provide a link to the App Store to download the iOS version.

    Since it's available now, please provide a link to the App Store to download the iOS version.

    11 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Backup solution

    A central place for Admins to backup all shared contacts would give me real peace of mind

    35 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Issue with all web based links opening in Internet Explorer instead of default web browser (even Edge)

    Happening on Windows 10 v1607 with Edge set as default browser. Even the feedback button opened this site in IE.

    6 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Please continue to post more blog entries on this. This could be a killer feature.

    Please continue posting about this new feature. It could be a killer one.

    1 vote
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Provide an Import Funtion for Journal Items

    I'm working to get a client to upgrade to Office 2016 and to subscribe to Office 365. They've been using the Journal feature of previous versions of Outlook to track client activities and have created a number of custom columns to suit their business. It would be a deal clincher to be able to import that data.

    2 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Mobile apps for Windows Phone

    You state the mobile app is available on ios only. Maybe you could see if you could create an app for Windows phones! Some people (I know only a few) use Windows phones and it may come in handy for people who actually commit to the windows platform.

    97 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    10 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Bring this to Office365 Home and/ or Outlook 2016 for individuals

    I use Office 365 as I have no need or use for a Business version as I am a 1 man operation. For years I had used Business Contact Manager and like many others was upset it wasn't kept going for Office 365. I have been waiting for something like this to come out but then to only find out it was only for Office Business Premium. I have no need for all the extra stuff thus my reason for the version I choose. Please tell me there is something in the works for 1 person small businesses.

    78 votes
    Sign in
    (thinking…)
    Sign in with: facebook google
    Signed in as (Sign out)

    We’ll send you updates on this idea

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

Outlook Customer Manager

Feedback and Knowledge Base