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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. Holiday Card List

    Please allow a way to create a list of contacts that need to be sent a holiday card. This could be a SharePoint list that pulls in contact information from OCM. I'm sure there are other uses for a contact list of this sort, and is available on other CRM systems (i.e. tagging, etc.).

    12 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 1 vote
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      • 23 votes
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        • 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 votes
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            4 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Google Calendar support

            Most of my scheduling I do on google Calendar most of my devices are android. Google calendar works well with maps. The calendar is also easy to share with other that are outside of my organization (my family) so I know where they are without having to install additional software.

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

              Deals enterd with my user on one client do not show up with the same user on a second client?

              2 votes
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              • Dynamics 365

                Will D365 users be able to share deals and lead information?

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

                    We 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.

                  • Impressed

                    I am very impressed with the program. Thank you Miriam and the Outlook Customer Manager Team for a great start and for listening and keeping users informed.

                    1 vote
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Export Data Function

                      How can we export Outlook Customer Manager DATA. Might one day appear wish to change to Dynamics 365 Sales or other CRM Systems.

                      1 vote
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                        2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Thank you!

                        Thank you! This is a long time coming!

                        1 vote
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                        • 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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                            0 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
                          • Company doens't appeared

                            When I start importing my contact from outlook, everything's ok except the company name.

                            0 votes
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                              0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
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