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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. 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
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • How to change GUI language?

      Simple question, how can I change the language of the GUI?

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

        Outlook 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?

      • Column Filtering and drop-down menus

        As a database it is useful to be able to filter the data you input. It is currently possible to filter for the pre-determined columns, but not for user created columns. In addition for user created columns it would be useful (similar to some of the pre-defined columns) to be able to select a drop-down menu and pre-define the choices of text entry.

        30 votes
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          4 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Modify layout?

          Is is possible to modify the layout (add new fields and pages) like in BCM (Business Contact Manager)?

          34 votes
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            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
          • 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.

            6 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • 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 votes
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                3 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Backup solution

                A central place for Admins to backup all shared contacts would give me real peace of mind

                35 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • 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
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Make User Added Fields searchable.

                      It is a great to be able to add User Defined Fields to the Database, but without the ability to search on those fields, the feature is only half cooked.

                      3 votes
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                        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Provide an Import Funtion for Journal Items

                        I'm working to get a client to upgrade to Office 2016 and to subscribe to Office 365. They've been using the Journal feature of previous versions of Outlook to track client activities and have created a number of custom columns to suit their business. It would be a deal clincher to be able to import that data.

                        2 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Mobile apps for Windows Phone

                          You state the mobile app is available on ios only. Maybe you could see if you could create an app for Windows phones! Some people (I know only a few) use Windows phones and it may come in handy for people who actually commit to the windows platform.

                          97 votes
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                            10 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • OCM not working

                            OCM is not working. It mentions Navigation to the webpae was cancelled. When you hit refresh the page, it says there is a problem with the website security certificate.

                            2 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Bring this to Office365 Home and/ or Outlook 2016 for individuals

                              I use Office 365 as I have no need or use for a Business version as I am a 1 man operation. For years I had used Business Contact Manager and like many others was upset it wasn't kept going for Office 365. I have been waiting for something like this to come out but then to only find out it was only for Office Business Premium. I have no need for all the extra stuff thus my reason for the version I choose. Please tell me there is something in the works for 1 person small businesses.

                              78 votes
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                                20 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Timing in First Release

                                Hi, im on first release but no sign of add in-support today told me even on first release microsoft are not including everyone immediately?

                                52 votes
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                                  39 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                  Everyone in Business Premium should have Outlook Customer Manager. We support the main Office languages (except for arabic and hebrew), everyone else will see English. If the app doesnt show up in Outlook, please contact support.

                                • 1 vote
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Issue creating deals under deal stages using names of previously deleted deal stage.

                                    Errors out when trying to add a deal to the recreated stage using previously deleted stage name.

                                    2 votes
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                                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Import CRM data

                                      Good afternoon, it´s a question, not an idea. Can I import CRM data from other applications in Excel or any other format?
                                      Thank you

                                      62 votes
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                                        12 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 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
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                                          2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 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.

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