Outlook Customer Manager
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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Add troubelshooting ways
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.
3 votes -
How to change GUI language?
Simple question, how can I change the language of the GUI?
4 votesOutlook Customer Manager shows you the language of your Outlook. If you change the language of Outlook or Office in general. Outlook Customer Manager will change. We support a wide range of languages, but when we don’t we will fall back to English. What is the language you are looking for?
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Provide a link to the App Store to download the iOS version.
Since it's available now, please provide a link to the App Store to download the iOS version.
11 votesWe have not released to the iOs App store yet, it is only in their beta store called Testflight.
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Issue with all web based links opening in Internet Explorer instead of default web browser (even Edge)
Happening on Windows 10 v1607 with Edge set as default browser. Even the feedback button opened this site in IE.
6 votes -
Please continue to post more blog entries on this. This could be a killer feature.
Please continue posting about this new feature. It could be a killer one.
1 vote -
Integration with social platforms
While waiting for it I tried a little with nimble.com. think some social media features would be helpfull and make it an even greater tool.
45 votes -
Quickbooks intigration
I end up having to double enter customer information in both outlook and my accounting software. an option to add a customer or vendor and have it export to QB would be really useful or something to continuously or periodic sync the customer/vendor data between outlook and QB.
19 votes -
Issues when assigning a non Exchange license - please fix
How can we turn off this feature on Customer's Tenant?
We are now getting error/s on assigning licenses because of this feature.
To assign a license that contains Outlook Customer Manager, you must also assign one of the following service plans: Exchange Online (Plan 2), Exchange Online (Plan 1).
9 votesPlease contact your Office365 support, they will be able to help, while we are working on a fix.
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Bug?
Deals enterd with my user on one client do not show up with the same user on a second client?
2 votesThis should work. We will look into it, and might need to contact you for more details.
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Would you ever add support for ProPlus?
Would you ever add support for ProPlus? While we're a larger organization, I could see internal uses for this product.
7 votesWe are working on enabling larger organizations, that have E3 or E5 licenses. This will also enable internal scenarios.
We are not planning to support Pro Plus, as we are building on top of many Office365 Services such as Email, which are not included in these licenses. -
May I know is outlook Customer Manager add in available for Gallatin (O365 in China)
I purchase Office 365 in China (Gallatin), May I know is it available for business plan tenant? if not, when I can get the feature, thanks!!
0 votes
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