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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. Please add the option to change the date format to DD/MM/YY.

    In Australia we use the date format DD/MM/YY as standard.
    It is very confusing to be using Outlook in the email or calendar module with our standard date format and then to switch to OCM and have to deal with the dates in a MM/DD/YY format.
    It is essential that the date formats match across these modules.
    Thank you.

    81 votes
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      4 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Integrate Contacts with Outlook for Android

      You need to create a contact in Outlook desktop to trigger it to integrate with Outlook for Android. If you make a contact from the OCM workflow, it doesn't show up in OfA

      85 votes
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        1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
      • Most of the time, data written in forms are not implemented when saved.

        When creating customer data is synced so slow that when saved, most of the details are not included. After editing, new data are either not synced or is synced but really it is not synced. In practice, this makes it difficult to work in Outlook, as the addon is most of the time just not implementing anything

        6 votes
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          0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
        • 44 votes
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            2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
          • Make Outlook Customer Manager available in Outlook Online (Outlook Web Acess)

            With Office 365 Online apps and Dynamics 365 etc. It would make sense to make Outlook Customer Manager also available for Outlook Online. For example like a slide in form the right like Skype or Delve info.

            425 votes
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              25 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Add iPhone X support - various functions don’t work

              The start-up process is painfully slow and various functions don’t work. For example, there is no list of actions when you use the ‘+’ option under deals and the camera screen doesn’t activate when you use the ‘scan business card’ option under contacts.

              4 votes
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                0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
              • Make Outlook Customer Manager available also offline

                Customer data are in particular useful directly before a customer is visited. A typical situation is the flight to a customer. To look up data during the flight Outlook Customer Manager needs to be available also offline.

                227 votes
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                  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Add sub-tasks

                  Tasks linked to customer contacts are good, but the ability to have tasks AND subtasks would be great.

                  Our manufacturing company frequently works with customers on multiple projects that run in parallel. Each project has one to two dozen discreet tasks associated with it. Each task would represent a project overall. Linked sub-tasks would represent what needed to be accomplished on each project.

                  We don't need the complexity of MS Project but we need more than one level task lists (or the one level task list with check boxes in the Office 365 Planner).

                  I discussed this issue 20 years…

                  214 votes
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                    8 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                  • Ability to assign tasks

                    Allow Tasks to be assigned to other Users (internal) of an organization.

                    109 votes
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                      9 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Sending Mass Emails

                      Is it possible, or will it be possible to send mass emails from OCM?

                      Ideally having a function to create an advanced filter like BCM would be great.

                      This is a MUST for our company and many others I expect.

                      65 votes
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                        5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Import data from Outlook Business Contact Manager

                        We have been using Outlook Business Contact Manager. This clearly looks to the replacement for BCM but will our BCM data be migrated?

                        86 votes
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                          18 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Contact categories or groups for mailing lists etc

                          I need an efficient way to tag, sort and group customers into e.g. Mailing lists. Multiple tags must be possible

                          76 votes
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                            7 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Show/edit other fields that are in Outlook

                            Other fields such as a contact's Title, Department, Fax #, etc. are not viewable or editable in Outlook Customer Manager (OCM). If I go into the "People" area of Outlook I can find the contact and edit the other fields, but if I switch back to OCM I still cannot view or edit those fields.

                            54 votes
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                              5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add Support for Office 365 Business Essentials too

                              Add Support for Office 365 Business Essentials too this would be great for small businesses.

                              85 votes
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                                5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Integrate with Microsoft Teams

                                Seeing as OCM is built on sharepoint please allow the ability to create a team in microsoft teams based on the same permissions the group. This would allow me to work in teams pretty much all day long. Being able to chat and discuss deals in microsoft teams with other staff and have deal files in the same place will make an incredible benefit to my business.

                                45 votes
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                                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                • Create deal templates with pre-set task list

                                  The ability to create and select deal templates with a preset task lists

                                  34 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Bulk edit contacts as we were able to do in BCM

                                    Bulk edit contacts as we were able to do in BCM.

                                    When a customer changes name and email domain we may have to edit up to 500 contacts

                                    17 votes
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                                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Field Formatting

                                      'Date' columns are formatted Date/Time: 2015-08-26T00:00:00. When adding a column for a date, there should be 'format' parameter:
                                      mm/dd/yy
                                      mm/dd/yyyy
                                      mmm, dd, yyyy
                                      mm/dd/yy hh:mm:ss
                                      mm/dd/yy hh:mm
                                      mm/dd/yy hh:mm am/pm

                                      With the ability to add hours/minutes in the edit mode. Currently there's a date selector but no time selector...

                                      9 votes
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                                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Leverage EXISTING Office 365 Groups

                                        Hey folks,
                                        I just don't understand the inability to use existing Office 365 groups. I have a public group for our Sales team, that external users can email. To use Staffhub to write a schedule for my sales team... new group. To use Office Customer Manager... New Group.... To use Microsoft Teams... new group. Its driving me insane! I can't use new features if they required duplicating everything I have done already to work. Beautiful interface, with no much potentail if it would just utilize my EXISTING Office 365 Group foundations.

                                        Best,
                                        jesse

                                        23 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Please add the ability to paste information into a new contact.

                                          Ability to paste data into Customer manager fields when adding a new customer.

                                          9 votes
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                                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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