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/
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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.98 votes -
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
103 votes -
Sync Business Center contacts
The Business Center apps contacts tab has a field to show whether a contact is a customer or a lead - this information seems not to be available anywhere in OCM, which makes using Business Center with OCM pretty much pointless. Surely, the fields should be synced.
32 votes -
Exporting business opportunities doesn't work (swedish version)
I would like to have an easy overview of opportunities, and just export selected opportunities. I get a message that Authorization is denied, but I have full rights.
10 votes -
I took extensive notes while on a phone call with a client. I couldn't find an easy way to print or even see all of my notes from that phon
Allow you to see all and print all of the notes taken during Timeline Phone call
.58 votesThank you for the suggestion. We will look into it.
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Develop Printable VIEWS that allow Paper files of "COMPANY" and "CONTACT" details section and the "notes" section from current interfaces!
Develop a 1 page PRINTABLE view including all "Details" data and all "Notes" so that a paper file can be created for individual records - "CUSTOMER" or "CONTACT"! IE: A "snapshot page" similar to what could be printed from individual files in BCM!
7 votes -
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…
505 votes -
New custom type field
With the choice type fields
- Not possible to add more than 10 choices
- Not possible to have "multi-choice"
6 votes -
Please add a "Website" into contact
In the contact card, there is phone number, email address, and physical address, but not a place for a website. I always review a new customer's site before sending out an email and often look again when checking in current customers to see whats new.
6 votes -
Duplicate contacts
We are getting duplicates of all contacts in OCM.
The extra contact seems to lack information regarding company or deals, but it is a hassle and creates confusion for the users.
33 votes -
CRM tools need to include company name.
When I import contacts to Customer Manager from the Outlook contacts list, "company" is not included. The field is blank in Customer Manager, even for contacts where company was input in the outlook contacts list or inbox. Company name is a key piece of info for a CRM tool to track, and Customer Manager should include it when provided. It should also update dynamically back and forth as changes are made in the Outlook customer list and/or Customer Manager.
77 votesWe are improving our import and are working on adding it back.
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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.
8 votes -
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.
468 votesWe enabled the side-by-side view in OWA. The module will follow.
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Work in progress?
Is Outlook Customer Manager still an active project, or is it being dropped?
18 votes -
Using OCM without Internet Explorer is default browser
I have severall Problems using OCM. Sometimes OCM dose not start, don't save changes or takes minutes for saving a change.
Deleting the IE Cache will help mostly. But I wont to delete IE cache after each action and I wont use IE as my default browser.
Pelase detach OCM from IE
22 votes -
Can't export any OCM lists
I can't "Export" any lists: All I receive in the browser window is {"message":"Authorization has been denied for this request."}
47 votesThis is a bug right now. If you change your default browser to IE, it should work. We are working on making it work again.
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When task are complete, they should be removed from task count.
When tasks are complete, the should be removed from Task count. An OCM Company may show 3 tasks but all are completed.
18 votes -
One should be able to filter the deals based on Owner. This will help in seeing deals specific to each sales guy
When I try to choose a filter on deals based on Owner, the filter criteria does not allow to choose a name or type a name. The box comes as disabled.
20 votes -
Properly train Micrisoft Office 365 support team to resolve OCM issues.
Properly train Microsoft Office 365 support team so they can trouble shoot OCM issues and help client to quickly resolve issues.
19 votes -
Changes to contacts and companies should save automatically
When you are making changes to contacts, companies, deal, etc the values should save automatically. As a user, we are getting to where we expect the values to be saved whenever we type something. Too often in OCM does creation or saving fail and if things saved automatically that would add to our piece of mind.
52 votes
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