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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. 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 →
      • Import CRM data

        Good afternoon, it´s a question, not an idea. Can I import CRM data from other applications in Excel or any other format?
        Thank you

        63 votes
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          12 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 →
                          • Share contacts with Microsoft Bookings

                            I've recently started using Microsoft Bookings for my business. It would be great if there could be syncing of contacts/companies between the two.

                            34 votes
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                              Working on it  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Editing Deal Stages

                              There appears to be no way to edit the deal stage. One can only delete the stage, and reenter it. Presumably, this will invalidate the entry in all the deals.

                              11 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Create a link back from a created task to the associated contact

                                I can create a task in Customer Manager, with a due date, and the task appears with no problem in the task list. If I view the customer or the task list in the Customer Manager, I can see the associated task. However, when I open the task from the Outlook's Tasks, in the navigation panel, there is no way find out which contact it is linked to.

                                I currently use the "Daily Task List" in the Calendar view. Currently, tasks created from the customer manager appear here, but it is impossible to find out who they are associated with…

                                11 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • Task Categories

                                  Allow assignment of a task to a category when being created. I sort my tasks by context, ala GTD. Being able to add context to a task (@Computer, @Calls etc.) would be a big help. It would save the step of having to go back to the task list and sort your newly created OCM tasks.

                                  12 votes
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                                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 16 votes
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                                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Deleting and sharing of custom columns

                                      I added a column for contact information and then had to delete it so that i could change the Column type but it will not update. It keeps only the options of the first time i added the column. Suggestions, 1) debug better so your product works 2) let us change the column type without deleting it 3) i get an error when i try to export (see comment 4) let other people i share the contact with see my custom added columns. Overall, I was hoping i could recommend this tool to my team, but it still has significant…

                                      6 votes
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                                        0 comments  ·  Problem/Bug  ·  Flag idea as inappropriate…  ·  Admin →

                                        Hello, thank you for contacting us. Here a few answers to your questions:
                                        2.) This is technically not possible at this time. I suggest the new field type you want to create. Try by naming it slightly different and then renaming it after the creation.
                                        3.) This is a bug, we are working on
                                        4.) this is a bug we are working on (sorry) – please also contact support, so we can get your contact information and can look into your account.

                                        We are working on the issues and it is partially available in Mac – you can see the email integration there.

                                        Hope that helps for now.

                                      • Field Formatting

                                        'Date' columns are formatted Date/Time: 2015-08-26T00:00:00. When adding a column for a date, there should be 'format' parameter:
                                        mm/dd/yy
                                        mm/dd/yyyy
                                        mmm, dd, yyyy
                                        mm/dd/yy hh:mm:ss
                                        mm/dd/yy hh:mm
                                        mm/dd/yy hh:mm am/pm

                                        With the ability to add hours/minutes in the edit mode. Currently there's a date selector but no time selector...

                                        10 votes
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                                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                        • does not seem to be syncing accross computers

                                          I enterd many deals in computer A - signed on to computer B and the deals are not showing up

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