OutlookUservoice_icon_outlook Outlook Feedback by UserVoice

Outlook Customer Manager

We have partnered with UserVoice, a third-party service, to collect feedback from you and other Outlook users. Your use of the portal and your submission is subject to the UserVoice Terms of Service & Privacy Policy, including the license terms. Please do not send any novel or patentable ideas, copyrighted materials, samples or demos for which you do not want to grant a license to Microsoft.

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?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Properly train Micrisoft Office 365 support team to resolve OCM issues.

    Properly train Microsoft Office 365 support team so they can trouble shoot OCM issues and help client to quickly resolve issues.

    12 votes
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • sso
    • facebook
    • google
      Password icon
      Signed in as (Sign out)

      We’ll send you updates on this idea

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

      9 votes
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • sso
      • facebook
      • google
        Password icon
        Signed in as (Sign out)

        We’ll send you updates on this idea

        0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
      • The contact export is not working.

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

        16 votes
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • sso
        • facebook
        • google
          Password icon
          Signed in as (Sign out)

          We’ll send you updates on this idea

          3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
        • group sharing

          I shared my files with two people of my company. They see the contact but not the companies. Offers appear from time to time

          41 votes
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • sso
          • facebook
          • google
            Password icon
            Signed in as (Sign out)

            We’ll send you updates on this idea

            6 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
          • Add space for notes in task

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

            6 votes
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • sso
            • facebook
            • google
              Password icon
              Signed in as (Sign out)

              We’ll send you updates on this idea

              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Duplicate contacts

              We are getting duplicates of all contacts in OCM.

              The extra contact seems to lack information regarding company or deals, but it is a hassle and creates confusion for the users.

              18 votes
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • sso
              • facebook
              • google
                Password icon
                Signed in as (Sign out)

                We’ll send you updates on this idea

                3 comments  ·  Problem/Bug  ·  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?

                9 votes
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • sso
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)

                  We’ll send you updates on this idea

                  0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                • Why doesn't OCM allow me to click the tab, from contact file?

                  When I want to make an entry, I want to start from the contact file. but then OCM icon is not available. It makes no sense to find the contact, then have to highlight the email address, or make as if I want to email,. and then from the email page click the OCM icon, in order to open the OCM.
                  Please sort this as a matter of urgency.

                  6 votes
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • sso
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)

                    We’ll send you updates on this idea

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

                    15 votes
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • sso
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)

                      We’ll send you updates on this idea

                      2 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                    • Create a filter option for timeline to separate event notes, phone calls, and emails.

                      When you log an event note on the timeline, it is difficult to find when you want to review over time. The manager logs all emails, etc to the timeline and if you do not know the specific date you met with a customer, you have to scroll through the entire timeline just to look back on your notes. I am hoping you can develop a filter function under companies to differentiate events, calls, and emails.

                      9 votes
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • sso
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)

                        We’ll send you updates on this idea

                        0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                      • Can a drag drop feature be added to allow for ease of flow of Data Files into Contacts/companies

                        Can a drag drop feature be added to allow for ease of flow of Data Files into Contacts/companies

                        6 votes
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • sso
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)

                          We’ll send you updates on this idea

                          0 comments  ·  Office integration  ·  Flag idea as inappropriate…  ·  Admin →
                        • customize column views (contacts)

                          Need to be able to have a better overview of my contacts. Best was is to at least allow me to select different views, such as selecting which columns are shown in which order. For example being able to quickly sort which contacts are shared or not.

                          7 votes
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • sso
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)

                            We’ll send you updates on this idea

                            1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                          • Need additional address lines as standard

                            There MUST be AT LEAST one, but perhaps the option to have TWO or more address lines AS STANDARD in OCM. It is inconceivable that OCM has been designed to only have one line for street address. Currently I can see fields for (a) address (b) town (c) County/region (d) Postcode and (e) country. I have decades of experience in managing data and this is hopelessly inadequate. And we are not just talking about one country, but across dozens of countries I have worked with one line for the address street field isn't enough. And no, separating address components with…

                            8 votes
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • sso
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)

                              We’ll send you updates on this idea

                              0 comments  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                            • 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.

                              16 votes
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • sso
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)

                                We’ll send you updates on this idea

                                1 comment  ·  Customization  ·  Flag idea as inappropriate…  ·  Admin →
                              • Wrong language in Import wizard

                                Import wizard (Companies in this case) use wrong language in column mapping drop-down list. Tried several times. Most of the times I get Finnish language but sometimes I get German and a few times English (which I have in Office&Outlook&Windows)

                                5 votes
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • sso
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)

                                  We’ll send you updates on this idea

                                  1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                • no title just you suck

                                  Cant paste a screen shot. !!!!!!!!!!!! I hate Microsoft help ... I don't know why i'm even here!!!

                                  4 votes
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • sso
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)

                                    We’ll send you updates on this idea

                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 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?

                                    18 votes
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • sso
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)

                                      We’ll send you updates on this idea

                                      2 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)

                                      5 votes
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • sso
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)

                                        We’ll send you updates on this idea

                                        1 comment  ·  Customization  ·  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.

                                        3 votes
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • sso
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)

                                          We’ll send you updates on this idea

                                          3 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Relationship between company and deals to contacts..

                                          When I look at a company, I can see multiple contacts related to this. The product does let let me add the same contact to multiple contacts - However, when I go to the contact detail, I am unable to see all the companies that are associated with the contact.

                                          Also, there is only the ability to link a deal to one company. It would be good to link multiple company to one deals...

                                          3 votes
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • sso
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)

                                            We’ll send you updates on this idea

                                            1 comment  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →
                                          • Don't see your idea?

                                          Outlook Customer Manager

                                          Feedback and Knowledge Base