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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. disable outlook customer maanger

    Provide option t administratively disable Outlook Customer Manager for Office 365 Business Prem subscription

    19 votes
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      9 comments  ·  Flag idea as inappropriate…  ·  Admin →

      We are currently working on a fix for this. As a workaround: remove the license in the admin center and then delete the app in the user’s Addin’s view. If you want to disable it for a few users, please remove the licenses and contact support. you can reenable, by adding the license again and then the app will be installed within the next 24 hours.

    • show automticly files in "deals" that can be found in emails from contacts that are linked to that deal

      show automticly files in "deals" that can be found in emails from contacts that are linked to that deal

      7 votes
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        0 comments  ·  Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
      • Show/edit other fields that are in Outlook

        Other fields such as a contact's Title, Department, Fax #, etc. are not viewable or editable in Outlook Customer Manager (OCM). If I go into the "People" area of Outlook I can find the contact and edit the other fields, but if I switch back to OCM I still cannot view or edit those fields.

        58 votes
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          6 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • I can only see 14 Business Contacts and I have about 200 - also lost ability to sort

          I can only see 14 Business Contacts and I have about 200 - also lost ability to sort - Need Help to recover former functionality

          6 votes
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            2 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • 5 votes
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              1 comment  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
            • Add Support for Office 365 Business Essentials too

              Add Support for Office 365 Business Essentials too this would be great for small businesses.

              86 votes
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                5 comments  ·  Flag idea as inappropriate…  ·  Admin →
              • Integrate with Microsoft Teams

                Seeing as OCM is built on sharepoint please allow the ability to create a team in microsoft teams based on the same permissions the group. This would allow me to work in teams pretty much all day long. Being able to chat and discuss deals in microsoft teams with other staff and have deal files in the same place will make an incredible benefit to my business.

                48 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • Visualization of Sales Funnel

                  Since Outlook Customer Manager contains Deals Management including the categorization by different Stages, it would be consequent to offer a summary of deals sorted by the different Stages, such as a Sales Funnel. Additionally it would be helpful if the user could define his own Stages.

                  83 votes
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                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Share with Specific Colleagues or Groups

                    Share contact, deal, company, task, etc. with specific colleagues or groups. Right now "share" shares with the OCM O365 Group. Please expand this to other contacts and groups.

                    Great feature! And iOS app is coming along nicely.

                    61 votes
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                      6 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • 40 votes
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                        3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • Create deal templates with pre-set task list

                        The ability to create and select deal templates with a preset task lists

                        38 votes
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                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Activity report

                          We require the function whereby a report can be generated between two dates to see all activity (calls, meetings, emails, etc) for all users during the specified period

                          20 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Timeline does not show emails in shared deals

                            I can't see emails (relationship history) in shared deals and contacts. See only history of changes

                            12 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • hundred duplicates of business

                              I'm trying to use OCM, but in a week the businesses I added are still in "update" status (rotating icon) and one business has been duplicated over 200 times, after I deleted it one by one, in a few operation it has been duplicated again 145 times.

                              The others businesses are still locked in "update" status...

                              13 votes
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                                4 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                              • Bulk Delete Data

                                I have now had a chance to understand the optimal set up for my data and now would like to start with a clean database. At the moment the only way to do this is to individually delete each item, which is impractical.

                                43 votes
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                                  10 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add academic titles in contacts

                                  There is no specific field to add academic titles.

                                  5 votes
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                                    1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Export - Current View BROKEN

                                    All rows is only option that generates a file with data - Current view generates empty file

                                    2 votes
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                                      1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Why tasks list is not visible in smartphone Outlook application?

                                      Why tasks list is not visible in smartphone Outlook application?

                                      4 votes
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                                        1 comment  ·  Mobile  ·  Flag idea as inappropriate…  ·  Admin →
                                      • More field options when importing

                                        There were a lot more field options on BCM when importing Contacts, Companies and Deals. One major setup I have in using OCM, is that I cannot associate a number of fields to my contacts. Most importantly: Company, Mobile Phone and Category.

                                        46 votes
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                                          7 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Bulk edit contacts as we were able to do in BCM

                                          Bulk edit contacts as we were able to do in BCM.

                                          When a customer changes name and email domain we may have to edit up to 500 contacts

                                          17 votes
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                                            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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