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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. Ability to assign tasks

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

    117 votes
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      9 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • 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?

      10 votes
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        0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
      • 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)

        8 votes
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          2 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
        • 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?

          26 votes
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            0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
          • Add space for notes in task

            Add the ability to include notes as you progress through a task.

            7 votes
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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Sending Mass Emails

              Is it possible, or will it be possible to send mass emails from OCM?

              Ideally having a function to create an advanced filter like BCM would be great.

              This is a MUST for our company and many others I expect.

              69 votes
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                5 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Create Reporting Capabilities

                It would be helpful to have some level of reporting to evaluate key business metrics like conversions, length of time in the pipeline, etc.

                81 votes
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                  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • LinkedIn integration

                  Still waiting to get access to Customer Manager on First Release, but already have an idea. Just had a new business lead come in via LinkedIn message so being able to track that would be essential.

                  122 votes
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                    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Shared contacts directly from Outlook

                    Please make sure contacts can be shared with everyone using Customer Manager from Outlook as well as via API-access for other systems. Global Address Books doesn't work well for SMBs.

                    153 votes
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                      3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Contact categories or groups for mailing lists etc

                      I need an efficient way to tag, sort and group customers into e.g. Mailing lists. Multiple tags must be possible

                      81 votes
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                        8 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Share Select Emails, Because Obviously Want Some Emails to be Private

                        Please add a feature to select which emails are shared, because there will obviously be some emails that one might like to keep private from the rest of the team.

                        84 votes
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                          30 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Save shared contacts

                          Allow to save contacts created and shared by others in my contact list.

                          10 votes
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                            3 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
                          • Import data from Outlook Business Contact Manager

                            We have been using Outlook Business Contact Manager. This clearly looks to the replacement for BCM but will our BCM data be migrated?

                            86 votes
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                              18 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Export only allows 251 posts to be exported to Excel (Business and Contacts) . In the post Export Data Function your link is not working.

                              Export only allows 251 posts to be exported to Excel (Business and Contacts) . In the post Export Data Function your link is not working.

                              4 votes
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                                3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                              • Outlook Customer Manager: When i have more active deals in the same time period for a customer, how can I separate the email communication f

                                When i have more active deals in the same time period for a customer, it should ben possible to separate the email communication for this customer in the different deals.

                                9 votes
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                                  1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                • Make signature file appear in emails sent from Customer Manager

                                  Make the signature file automatically appended to emails created by Customer Manager.

                                  36 votes
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                                    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Customized Reports

                                    At the moment the only way to create Reports utilising the Data you add to OCM is by downloading into Excel using the Export Button which produces a standard format Spreadsheet. Particularly from a Deal Management perspective it would make sense to be able to produce bespoke reports based on the data you wanted to see (as was available previously in BCM).

                                    26 votes
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                                      3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Fix bugs: mutlitple contacts per company, multiple contacts per deal, share shared

                                      This application is very glitchy, which is disappointing. Primary glitches I'm running into:

                                      1) I am only able to add company to one contact. Thereafter, that company is not available to future contacts. 1-1 relationship? Same goes for deals. Once add, it's gone.

                                      2) Shared contacts cannot be seen. Where do they go and why can't my co-workers see them?

                                      I view these as core to OCM so I'm surprised to be running into these issues right out of the gate.

                                      8 votes
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                                        0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Allow Tasks created outside Customer Manager to be added to the Task List.

                                        Anyone who has been using Outlook for some time, has task they created or, will create that they may want to appear in the Customer Manager Task List including, tasks created from e-mails.

                                        109 votes
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                                          6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Make it possible to use Outlook Customer Manager with premised-based (on company site) exchange servers

                                          We have a premise-based (not hosted) exchange server like many companies. We connect our Office 365 subscription to this server. This excludes us from using OCM with our Outlook.

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