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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Timer and Journal
It would be fantastic if OCM integrated a timer and journal function for recording time on calls or in meetings etc. And a report roll up by day, week, customer, task etc.
13 votes -
More granular sharing of contacts (Kontakt teilen, soll/muss differenzierter möglich sein)
Translation:
A group of 6 people is working for two separate companies, with different licenses.
Contacts, companies and deals should be shared, but granularly not for each company.
Currently deals from company A show up in company B. They would like to share per person.Original
Wir sind eine Gruppe von 6 Personen welche für zwei Firmen tätig sind. Beide Firmen sind im Office 365 mit separaten Lizenzen angemeldet. Nun möchten wir Deals, Kontakte oder Firmen teilen, jedoch nicht über alle Firmen!
Wenn wir die Möglichkeit bekommen, mit Personen zu teilen, dann könnten wir die Funktion "Teilen" nutzen, aktuell wird…5 votes -
Please add the ability to paste information into a new contact.
Ability to paste data into Customer manager fields when adding a new customer.
9 votes -
Allow User to Select the Task List
Currently, it seems that the Task list (at least the one on the Today tab) is pulling from the Outlook To Do list. We have to be able to choose the task list because all tasks are to do's but not all to's are tasks. Plus, the To Do list can pull in personal to do's and tasks, which are not relevant.
17 votes -
Could there be a global per tenant option to disable OCM?
It would be really nice if OCM could be disabled per tenant instead of having to powershell it away similar to the snippet below I just did:
create temporary AccountSkuId to apply to all O365 BP users
$x = New-MsolLicenseOptions -AccountSkuId "domain:O365BUSINESSPREMIUM" -DisabledPlans "PROJECTWORKMANAGEMENT", "O365SBRelationship_Management"
find all licensed users that have O365 BP and apply the new profile
Get-MsolUser -all | Where-Object {$.isLicensed -eq "True" -and $.Licenses.AccountSKUid -eq "domain:O365BUSINESSPREMIUM" } | Set-MsolUserLicense -LicenseOptions $x
verify
(Get-MsolUser -UserPrincipalName someone@somewhere).Licenses.ServiceStatus
3 votesWe currently have a bug. You can remove/ disable the OCM license from the admin center, which currently doesnt remove the add-ins from the users. We are working on fixing this. In the meantime you can work with support by disabling the license and then send us the list of users you disabled it for, so we can make sure the app is disabled. hope that helps.
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Contacts and companies do not share.
In our organization, the contacts and companies do not share.
11 votes -
Is there a developer API?
Is there an API for developers? If not is it in the works?
23 votesOutlook Customer Manager is based on Exchange and Office365. So for now you can use existing APIs for Contacts and Tasks.
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27 votes
Thank you for your suggestion, we are working on it.
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Can I delete a column such as "Shared with" under the Business Contacts tab? Also, can I add a column such as "Phone Number"?
Adding and Deleting Columns
10 votesYou cannot delete default columns. You can add new columns (see add new columns in each list). We will look into adding phone numbers to the default columns. Also you can move columns with drag and drop, so you can move Shared with to the end, if you want to.
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Enhance note taking
Enhance note taking
When you looking at email the OCM box comes up on the right of the screen and adding notes to as a post, meeting log or call log the note goes to the top of the list. As I get more emails the note goes further down the list and are hard to find easily . A deal is not well suited for taking notes either. You can add a field for notes but I seems to be one line only. A scrollable box would be nice. I know you have a notes field but I have…11 votes -
Parse an email signature contact details
Automatically parse signature contact details like other contact apps.
6 votes -
Last Contact Attempted
"Last Contacted" seems to be when the contact in a Deal contacts me. That is great, but even more valuable would be "Last Contact Attempted" so I can see the Deal view who I need to follow up with.
11 votes -
Link Multiple Contacts to Same Recurring Calendar Event Without Invite
Please provide the ability to link multiple contacts to same recurring calendar event without having to send an invite to each contact. Also, please add the ability to do this from within the Outlook Calendar window without having to go into OCM to create the link.
In general, linkage should be allowed to be made from within Outlook and not just within OCM.
Thanks! This program rocks.
18 votes -
more viewing options for tasks. similar functionality that is in outlook tasks.
More viewing options for tasks.
Allow view filters including categories.
11 votes -
Stand-alone interface
Is it possible to access a stand-alone interface where I can see all my contacts at once? Currently I am only able to access Customer Manager by clicking on the icon when I have an email selected, but I cannot see my entire database of contacts.
16 votesYes, you can see it. In the left corner, click on the three dots and find – Addins or Solutions. From here you can get a larger view of your contacts. More information here : https://support.office.com/en-us/article/Get-started-with-Outlook-Customer-Manager-48331ce0-c356-4186-8987-c86676520dc7
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Holiday Card List
Please allow a way to create a list of contacts that need to be sent a holiday card. This could be a SharePoint list that pulls in contact information from OCM. I'm sure there are other uses for a contact list of this sort, and is available on other CRM systems (i.e. tagging, etc.).
13 votes -
Export Task List
Add ability to export task list based on specific column (i.e. export active tasks for "Org Type"=Client)
7 votes -
Reminders not working
Reminders are not popping up at the time requested. Not sure if they are supposed to but I would think that is what they are used for.
7 votesThank you for sending us this – we are working on a fix. It should show up at that time.
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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.
7 votes -
Google Calendar support
Most of my scheduling I do on google Calendar most of my devices are android. Google calendar works well with maps. The calendar is also easy to share with other that are outside of my organization (my family) so I know where they are without having to install additional software.
7 votes
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