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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/

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  1. 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 →
  2. Microsoft Planner integration

    Integrate with Microsoft Planner in Office 365.

    86 votes
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    9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. The contact export is not working.

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

    18 votes
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    4 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  4. Triggers for Customer Manager in Flow

    I would love to pull the data from Customer Manager into the Common Data Service via Microsoft Flows. Without this I am stuck creating a sharepoint or powerapp solution.

    17 votes
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    1 comment  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
  5. More than 25 new fields per object !

    Actually it isn't possible to add more than 25 fields for a contact / a company or a deal.

    3 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  6. Outlook MAC

    Will this also be added to outlook for mac?

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

    We enabled the side-by-side view in Outlook for Mac. The detailed views in the module is not supported at this point.

  7. 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?

    22 votes
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    2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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…

    51 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    19 votes
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    2 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  10. add contact

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

    53 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. Add a possibility to update cache/sync OCM manually

    We are currently trying out OCM to see if it can work for our company. One major issue that we have run into is the syncing behaviour. If one employee adds a new deal or changes anything it takes a long time for this to reflect upon what others see. A workaround is to manually clear the cache in internet settings, but this honestly seems like a bad workaround for something that should be built into the app itself.

    Would it be possible to add a refresh button in the OCM interface?

    Best Regards,
    Oscar

    17 votes
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    2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
  13. To unlimit the amount of choices for a custom column with type "Choice" (current limit is 10 choices)

    To unlimit the amount of choices for a custom column with type "Choice" (current limit is 10 choices)

    12 votes
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    3 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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…

    13 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    254 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to assign tasks

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

    126 votes
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    10 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Can not delete custom columns

    Deleting a custom column really only hides it. If you try to create a column using the name of the previously deleted column, a message appears indicating that a column with that name already exists. This program needs a lot of work.

    33 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  18. 29 votes
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    1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  19. Can you share deals with individual members of your network instead of the group?

    Can you share deals with individual members of your network instead of the group?

    31 votes
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    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
  20. multiple deals with one contact

    If I have multiple ongoing deals with one contact, I like to link incoming emails to a certain deal. Otherwise I see each and every email with that contact in each deal. Doesn't make sense, does it?

    11 votes
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    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
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