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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. 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.

    2 votes
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      0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
    • Add 'Phone number' input to the 'Create business contact' form

      Add 'Phone number' input to the 'Create business contact' form

      2 votes
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        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • mail

        is it possible to see email sent to a contact into contact manager?

        2 votes
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          0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
        • We have upgraded to E3 and lost our Customer Manager! How can we get it back please?

          Customer Manager was lost in our upgrade to E3. We would like it back please! Thank you.

          86 votes
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            10 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
          • 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!

            1 vote
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              0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
            • Company Create

              Added company, Can't add contacts as keep getting error still trying to create company. Also when amending the company info the save button greyed out and reverts back.

              1 vote
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                0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
              • task date bug

                impossible to change january to an other month when we create a task!!!

                1 vote
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                  0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                • Possible to use OCm with IMAP Account

                  Is it possible soon, to add also IMAP Accounts in OCM? It's a Long time, since MS released the new OCM, but still no solution to add them?

                  1 vote
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                    0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                  • Mass delete of Companies and other bulk data - Data Reset or Clean Sweep Option

                    Mass Delete of Companies and other bulk data - Reset Option. I've been working with OCM for about a week and believed I was ready to import 2100 companies from another CRM. Unfortunately, I did not get the new list columns right and need to clear all current companies but there's no option I'm aware of to do so.

                    41 votes
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                      9 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                    • One contact with multiple deals isolate emails

                      I have a contact that I work with on multiple deals, I would like to isolate each email based on its appropriate deal. I would also like to ensure that emails that are not related to any specific deal are not shown on any deal.

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

                        29 votes
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                          3 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
                        • duplicates

                          When loading business contacts (over 200) it has duplicated most of them. And to make matters worse you cannot delete more than one at a time. This has cost me hours and frustrated me to no end. I cant use this software because it is so bug filled I am scared that whatever I put into it may get lost or worse. Please fix ASAP.

                          30 votes
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                            3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                          • Import contacts and/or companies in bulk

                            There needs to be a way to easily import bulk companies and/or contacts into OCM. I know this is a problem but couldn't see it as a suggestion in the ideas list unbelievably!

                            19 votes
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                              1 comment  ·  Problem/Bug  ·  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.

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

                                18 votes
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                                  1 comment  ·  Problem/Bug  ·  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.

                                  11 votes
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                                    0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Work in progress?

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

                                    17 votes
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                                      11 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • creation of companies and contacts

                                      I created a company and wanted to add a new contact. I got a message this was not possible because the application had to register the company.
                                      So I created the contact separately

                                      after an hour when I want to link the two entities, it is still not possible because the company must be recorded. Is it expected?

                                      8 votes
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                                        1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 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.

                                        14 votes
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                                          1 comment  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
                                        • 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

                                          14 votes
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                                            1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
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