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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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 -
Microsoft Planner integration
Integrate with Microsoft Planner in Office 365.
87 votes -
The contact export is not working.
Internet explorer is my default browser. Error received says "Sorry, an error has occurred during Export.
18 votes -
Search with others fields
Currently it is not possible to search or filter with custom fields…
3 votes -
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 -
Outlook MAC
Will this also be added to outlook for mac?
277 votesWe enabled the side-by-side view in Outlook for Mac. The detailed views in the module is not supported at this point.
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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.
16 votes -
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 votesThis is a known issue and we are working on it.
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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 -
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 -
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 -
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?
2 votes -
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 -
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,
Oscar17 votes -
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 -
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 -
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 -
Ability to assign tasks
Allow Tasks to be assigned to other Users (internal) of an organization.
126 votes -
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 -
Please increase the file size limit for importing contacts
60kb is just plain ridiculous
29 votesWe are working on improving our import. You will hopefully see an improvement in the next couple months.
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