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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. 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!

    6 votes
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      0 comments  ·  Customization  ·  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.

      438 votes
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        25 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • 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.

        26 votes
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          3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
        • 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."}

          44 votes
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            14 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
          • 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.

            60 votes
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              2 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Allow files attached to emails the ability to be dragged to the files tab in a contact or deal or company

              Whenever you wnat to save a file to a deal,contact or company, allow it to be dragged froom an email directly to the file tab.

              4 votes
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                0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
              • 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.

                49 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • 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.

                  15 votes
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                    0 comments  ·  Tasks  ·  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.

                    5 votes
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                      0 comments  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                    • The contact export is not working.

                      Internet explorer is my default browser. Error received says "Sorry, an error has occurred during Export.

                      17 votes
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                        4 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                      • Microsoft Planner integration

                        Integrate with Microsoft Planner in Office 365.

                        77 votes
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                          9 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Outlook MAC

                          Will this also be added to outlook for mac?

                          260 votes
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                            40 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…

                            260 votes
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                              15 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
                            • Search/Magnifying Glass to do a global search

                              When searching "All Contacts" it seems to only pull names, not companies as well. If I type in a company name, it should return all associated employees.

                              12 votes
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                                0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                              • add contact

                                When clicking on a recipient address in Outlook Email there should be an option to add to OCM not just Outlook contacts.

                                50 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Not sure why the "shared with" category is showing "Private" when all of my business contacts are shared. Can that be corrected?

                                  Not sure why the "shared with" category is showing "Private" when all of my business contacts are shared. Can that be corrected?

                                  19 votes
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                                    2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                  • make OCM available also for additional non-exchange accounts

                                    I can the OCM use only for my one Exchange account in Outlook. If I go to the additional IMAP and POP accounts the OCM button disappears.

                                    17 votes
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                                      2 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                    • I would like to open OCM from a contact's page, by finding a contact (in people) and then clicking an icon to find all the linked actions

                                      Generally if I want to find out where I am upto regarding a particular contact I would go to that person's file (Contact page). But in OCM the OCM icon does not appear on the ribbon when in the contact page. this is crazy.
                                      If I want to know who I need to call next, I can go to tasks, and there is the task and there is the icon for OCM, but if I want to know what I need to do next for Joe Dole, the icon is not there.
                                      COntact management MUST be contact focused, NOT activity…

                                      12 votes
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                                        0 comments  ·  Customization  ·  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.

                                        234 votes
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                                          3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Able to customize deal table - column order and views

                                          It should be possible to customize the table on the deals page including the following in order of implementation:
                                          Deleting/hiding unwanted columns. For example, I am the only user in my business, so it's not useful to have a column in the table which says I'm the owner.
                                          Able to re-order columns. Suppose there is a custom field I need to sort/filter on all the time. It's extremely inconvenient if I have to scroll way to the right to find it.
                                          Able to name/save/recall views: For eample, the user should be able to customize a view (including specific columns, column…

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