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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. Outlook Customer Manager: When i have more active deals in the same time period for a customer, how can I separate the email communication f

    When i have more active deals in the same time period for a customer, it should ben possible to separate the email communication for this customer in the different deals.

    10 votes
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    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  2. Customized Reports

    At the moment the only way to create Reports utilising the Data you add to OCM is by downloading into Excel using the Export Button which produces a standard format Spreadsheet. Particularly from a Deal Management perspective it would make sense to be able to produce bespoke reports based on the data you wanted to see (as was available previously in BCM).

    29 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Import data from Outlook Business Contact Manager

    We have been using Outlook Business Contact Manager. This clearly looks to the replacement for BCM but will our BCM data be migrated?

    86 votes
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    18 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Export only allows 251 posts to be exported to Excel (Business and Contacts) . In the post Export Data Function your link is not working.

    Export only allows 251 posts to be exported to Excel (Business and Contacts) . In the post Export Data Function your link is not working.

    4 votes
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    3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  5. Task visible in the Agenda view, like in Outlook2016

    These days we work with many tasks, and due dates. Why these are not visible in your agenda is not clear to me.

    Many mails I receive are actually small questions/tasks why not have the ability to place these in the agenda so you can schedule these.

    Outlook2016 offers both (with a small workaround) so why not in Office365

    11 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  6. disable outlook customer maanger

    Provide option t administratively disable Outlook Customer Manager for Office 365 Business Prem subscription

    21 votes
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    11 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We are currently working on a fix for this. As a workaround: remove the license in the admin center and then delete the app in the user’s Addin’s view. If you want to disable it for a few users, please remove the licenses and contact support. you can reenable, by adding the license again and then the app will be installed within the next 24 hours.

  7. Make signature file appear in emails sent from Customer Manager

    Make the signature file automatically appended to emails created by Customer Manager.

    37 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Change Owner

    Once a Deal is created, I would like the ability to change/assign ownership (like tasks)

    43 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow Tasks created outside Customer Manager to be added to the Task List.

    Anyone who has been using Outlook for some time, has task they created or, will create that they may want to appear in the Customer Manager Task List including, tasks created from e-mails.

    111 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. I can only see 14 Business Contacts and I have about 200 - also lost ability to sort

    I can only see 14 Business Contacts and I have about 200 - also lost ability to sort - Need Help to recover former functionality

    8 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    In regards to only seeing 14 contacts – we are working on a fix, it should be available by Monday September 18th.

    Search on name should also be available by then.

  11. Very unstable

    trying to add company but doenst appear, change doesnt show, cant close deals, alle are open. Is this a test-product? It seams not to be finished in developement

    8 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  12. Seems very buggy, I have had many errors,failure to save, wait-we haven't completed creating that customer yet issues. So far, not very imp

    Lets start with it working, not really working all that well. (But then outlook tells me all the time that a contact doesn't exist when I know for a fact that it does and I find it and then suddenly outlook finds it too, but not when it should.)
    I have added 8 customers and 2 of the 8 have a mystery error or are unusable, I have no idea if I need to delete these and start them again or what but 25% failure rate seems a bit high.

    8 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  13. Log total call time in phone log entries

    I like having a history of phone calls in the timeline. However it would be 100x more useful if you could see how long the conversation was. This would be very handy when invoicing customers for example.

    12 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Insert OCM fields (e.g, first name) into an Outlook emails

    When creating an email it would be nice to have the ability to pull and drop an OCM field into the body (and subject) of the email and/or an email template.

    15 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  15. Relationship between company and deals to contacts..

    When I look at a company, I can see multiple contacts related to this. The product does let let me add the same contact to multiple contacts - However, when I go to the contact detail, I am unable to see all the companies that are associated with the contact.

    Also, there is only the ability to link a deal to one company. It would be good to link multiple company to one deals...

    4 votes
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  16. Show/edit other fields that are in Outlook

    Other fields such as a contact's Title, Department, Fax #, etc. are not viewable or editable in Outlook Customer Manager (OCM). If I go into the "People" area of Outlook I can find the contact and edit the other fields, but if I switch back to OCM I still cannot view or edit those fields.

    64 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Customers nearby - When planning customer visit

    Hi. it would be nice when planning customer visits. if you could then get a list of customers who is also nearby that address you are going to. so you can plan a trip, when going on customer visits.

    For now we just made a column, where we can type in the region the customer lives in. But a overview of nearby customers would be nice to have.

    5 votes
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    0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    99 votes
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    10 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Household linking

    It would be good to be able to link "Household" contacts

    4 votes
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    3 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  20. show automticly files in "deals" that can be found in emails from contacts that are linked to that deal

    show automticly files in "deals" that can be found in emails from contacts that are linked to that deal

    7 votes
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    0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
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