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/
If IE is not present, OCM displays a message "your browser is not supported", but the support page indicates that Edge is supported. This is misleading. Ultimately, would be nice if Edge support OCM natively.
A Grid Control should be editable like an Excel spreadsheet. Having to select a record, select 'edit mode' then navigate/scroll down the specific field, is not productive. Takes us right back to the 1960's and working on IBM mainframes.
When looking at the company you will see the hyperlink under the deal name. When in the details of the compnay there is an icon on the left hand side, which opens the link. Currently you are not able to open the hyperlink in the grid – we are looking into this.
When a company is selected in the list, clicking Email or Meeting from the Communicate tab will open an Outlook item with the contacts pre-filled. The same experience does not occur when clicking the buttons with a Deal selected.
When it works, there is critical data. Contacts, Deals, but there is no clear indication of the Customer Manager's with Groups in the cloud, where the data is backed up or how to access CM data in the cloud. When it breaks there is not indication of the service being up, down, or how to retrieve the data.