I like to address a task for one customer to my college but there is no field to address the tast to someone, What du I have to do?

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

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.

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.

Allow you to see all and print all of the notes taken during Timeline Phone call
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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!

With the choice type fields

1. Not possible to add more than 10 choices


2. Not possible to have "multi-choice"

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.

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.

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.

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.

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.

Is Outlook Customer Manager still an active project, or is it being dropped?

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

I can't "Export" any lists: All I receive in the browser window is {"message":"Authorization has been denied for this request."}

When tasks are complete, the should be removed from Task count. An OCM Company may show 3 tasks but all are completed.

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.

Properly train Microsoft Office 365 support team so they can trouble shoot OCM issues and help client to quickly resolve issues.

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.