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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. 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 →
  2. 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 →
  3. 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 →
  4. disable outlook customer maanger

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

    20 votes
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    10 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.

  5. Change Owner

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

    41 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. 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

    7 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    7 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    61 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    98 votes
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    10 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. 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 →
  13. 5 votes
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    1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  14. New Columns

    In CRM when we create a new column can we move it to a new location?

    Once you create a column and added fill ins make those part of the drop down.

    Make it able to modify while in the contacts view.

    5 votes
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    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add Support for Office 365 Business Essentials too

    Add Support for Office 365 Business Essentials too this would be great for small businesses.

    86 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Integrate with Microsoft Teams

    Seeing as OCM is built on sharepoint please allow the ability to create a team in microsoft teams based on the same permissions the group. This would allow me to work in teams pretty much all day long. Being able to chat and discuss deals in microsoft teams with other staff and have deal files in the same place will make an incredible benefit to my business.

    49 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Contact Pictures

    Show contact pictures in the OCM interface.

    57 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. Share with Specific Colleagues or Groups

    Share contact, deal, company, task, etc. with specific colleagues or groups. Right now "share" shares with the OCM O365 Group. Please expand this to other contacts and groups.

    Great feature! And iOS app is coming along nicely.

    64 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Visualization of Sales Funnel

    Since Outlook Customer Manager contains Deals Management including the categorization by different Stages, it would be consequent to offer a summary of deals sorted by the different Stages, such as a Sales Funnel. Additionally it would be helpful if the user could define his own Stages.

    85 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

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