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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. 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
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Allow for the Customer Manager to remain engaged when scrolling email

      The Customer Manager has potential, and is appreciated, but should remain "on" when scrolling emails

      1 vote
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      • Increase number of Companies viewable from 250

        There is currently a limit of 250 Companies that can be viewed within OCM. As most users are looking at OCM as a replacement for BCM it would make sense to increase this to level to be dictated by memory capacity-there appears to be no such limit on contacts, yet in order for the database to work correctl each contact should be able to be associated with a company to enable correct searching.

        3 votes
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        • 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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          • 1 vote
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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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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • 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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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • 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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