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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. Trying to run OCM in a RDP environment. Willing to license any way to allow this but license that supports RDP will not allow OCM.

    Trying to run OCM in a RDP environment. Willing to license any way necessary to allow this but the license that supports OCM does not support RDP installs and the one that supports RDP installs will not allow OCM.

    1 vote
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  2. Character issues

    When I insert a link to an offer the application changes the "/" in "^" making the link impossible
    I used a french keyboard and the app in french

    1 vote
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    2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  3. Disable reading pane requirement to use OCM

    To use OCM in the inbox view the reading pane must be on. I do not like the reading pane and consider it to be a security risk, thus I am not using OCM. I see no reason for this requirement, please remove the requirement that the reading pane must be enabled to use OCM

    2 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  4. Timeline filter

    I want to be able to see all emails or posts only related to deal and hide history of changes entries (like changes of contacts names, etc.)

    28 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 1 vote
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  6. Review integrity of TASK data

    I've been working extensively with TASKS and trying to link them to contacts or deals and have had a lot of challenges with changes being populated between the TASK area of Outlook and the same TASK that is tagged to a record in OCM. Dates that are changed in one area do not consistently change in the other area. The same is true with changes in the subject line and even when completing... if done in OCM the TASK stays open in the TASKS area, and vice versa.

    6 votes
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  7. Follow-up reminder time should not default to midnight

    The time for follow-up times of tasks defaults to midnight. I'll never do a follow-up at that time. How about it defaults to 8:00 am or 10:00 am?

    8 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. stop it restarting, unable to use because of this

    stop app restarting, and add function to delete all contacts

    6 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  9. How can I remove Ghost task. they are locking up my system and I cant add any new deals?

    How can I remove Ghost task. they are locking up my system and I cant add any new deals?

    1 vote
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    1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  10. Release for Education subscription

    Please release this for the Education Subscription a lot of educators have commercial relationships as well as funded and a tool like this would be ideal.

    6 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Adding links to Files is broken

    when I click on a link I add to files, I get the always soulcrushing and mind numbing "you will need a new app to open this about" and then presents me with the mega time sink of going to the store to find it - in this case, when I have not one but 2 microsoft browsers on my pc :). What may be helpful to developers if they hopefully take action on this is the link is actually stored correction in sharpoint but the link that is formed on the OCM form has ^ where . should be

    6 votes
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    2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  12. 3 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  13. 3 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  14. Include a total value row to sum amounts from all deals

    Include a totals row that adds amounts from each deal

    5 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  15. List view and display sizing

    The ability to reduce the display size of the list. I'm constantly having to scroll across because the font is so large.

    11 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Make it easier to edit deal details. The View Details link is hard to find.

    To the user, it seems impossible to edit deal details--including but not limited to the status. The interface is very difficult to use.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Calculate value fields that are dependent

    Include basic math to calculate value fields that a dependent on the results from another field

    3 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  18. 12 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Display a link to the Outlook Customer Page from the navigation pane by default

    I found it difficult to even find the Outlook Customer Page since I didn't realize that I needed to customize the navigation pane to find the link.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. It would be helpful for all emails from multiple email accounts associated with a contact be gathered under the contact history

    Outlook manages my business email and the email associated with another company (account). It would be helpful for all emails related to an contact be tracked. Currently on the business email associated with my Office 365 account is tracked.

    6 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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