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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. custom columns and sharing

    I am having trouble sharing contacts with my coworkers. Since I shared one contact as a test with him, his add in no longer works. Assuming we get that to work will he be able to see my custom columns? Please be sure that this is possible! Maybe an admin can have control? As part of a CRM for our company we all need see the same information and basic fields for us are 1) to assigning a contact owner internally, 2) an importance level, 3) a contact type field, 4) a region field.

    1 vote
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      0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →

      We are constantly improving our sharing behavior. If you do not see shared contacts or the same set of custom fields, please contact support.
      For the issue your colleague saw with the “add in no longer works”. He might be hitting an issue, for which we are rolling out a fix in the next week, so he should be able to have it working again.

    • 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 →
      • 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 →
        • Add Business Contacts tab in OCM Mobile IOS

          A Business Contacts tab would be helpful in IOS Mobile apps

          8 votes
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            0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
          • 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 →
            • 12 votes
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                2 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • 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 →
                • 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 →
                  • Categories of clients: can I categorize contacts as "Schools with Foreign Students" and another as "Schools with Football" etc.?

                    I would like to have contacts identified as a category. "Schools of 1-250 students", "Schools of 251-500" or any other such category. I can do that as categories in Outlook. How does this fit with OCM. I would like to pull them up and email to one category and then another email to the other category.

                    1 vote
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                      0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                    • porque nao consigo editar ou excluir uma empresa cliente? ( why I can't edit or delete a client company?)

                      não consigo excluir ou editar dados ou empresa cliente. não reconhece automaticamente os dados do outlook ou é impreciso.
                      caso eu exclua um contato no custumer ele exclui nos contatos do outlook?
                      a idia da ferramenta é boa mas falta muito ainda para ficar produtivo.

                      -- I can't delete or edit data or client company. does not recognize automatically your outlook data or is inaccurate.
                      If I delete a contact in the custumer he deletes outlook contacts?
                      the idea of the tool is good but still a long way to be productive.

                      1 vote
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                        0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                      • Ability to add all the contacts on an email not just the person who sent it

                        Only the sender can be added via Customer Manager window while in the mailbox.
                        It would be great to add all those the email was sent to / cc'd. Especially as the majority of them are from the same company.

                        Ideally when you add one contact OCM should prompt you when there are new contacts with the same email domain as the contact you just saved.

                        5 votes
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                          3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • This app has come a long way.

                          This is an incredible value add to the out of the box o365. The problem with third parts apps of this kind is integration - with everything MSFT is adding all the time - the benefit from the out of the box integration everything has is powerful. This app used to be unstable and unusable not too long ago but it is now stable enough where I am making an investment in data in the app - I hope you continue to develop it and the most important thing you could do is allow access to the data via excel…

                          1 vote
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                            0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                          • Get rid of all the white space!

                            I have to assume that this was designed for some 'touch based' device because it sure has a lot of white space. Given that it called "Outlook Customer Manager" it would be nice if it had look and feel closer to Outlook Desktop software. It isn't just looks, there is so little data on the screen that it is almost unusable. In fact just about every time I try to use it, I shake my head in disbelief that it is so difficult to use. For example, there are only 9 contacts or 9 companies on display at any given…

                            5 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • configure user voice to show the date of the original post

                              You need to give us the date of the post - so that we aren't reading about features and bugs that were posted s o long ago they have likely been resolved. Also the drop down list how about "Bug" or "Problem", "Office Integration"

                              1 vote
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                                0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                              • Allow contacts and companies to be grouped into campaigns

                                I really need the ability to put contact / companies into groups to create a simple campaign. Then I need to be able to mark them off as completed.

                                11 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Sync O365 contacts and groups

                                  Why are we managing contact databases from the standard O365 for business people app, bookings, and now this. The entire premise of the app was the small business owner and how difficult it is for us to stay on top of our customer needs. This product currently makes the job harder. We need seamless workflows

                                  20 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 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:O365_BUSINESS_PREMIUM" -DisabledPlans "PROJECTWORKMANAGEMENT", "O365_SB_Relationship_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:O365_BUSINESS_PREMIUM" } | Set-MsolUserLicense -LicenseOptions $x

                                    # verify
                                    (Get-MsolUser -UserPrincipalName someone@somewhere).Licenses.ServiceStatus

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

                                      We 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.

                                    • Business Address saved when created through the contact card

                                      The address is saved to the contact but not the actual entry for the business.
                                      Perhaps when you chose to list a new business a card pops up to fill out the details before returning to the customer card?

                                      4 votes
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                                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • inherit company address

                                        when you assign an existing company to a contact, provide option to inherit company address details

                                        19 votes
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                                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                        • adjust (zoom) screen view

                                          The ability to zoom the screen view would help as most of the columns are "off the page." Adjusting the width of the columns like in xls would also help

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