04-08-2018 03:22 AM
04-08-2018 03:22 AM
A quick heads up tall people coming here trying to understand and make sense of Outlook Customer Manager. It seems that most of the people who worked on this Project in microsoft have been moved on to other projects. A little digging on LinkedIn clearly demonstrates this. Again microsoft is totally abysmal at communicating with its customers and has left us customers hanging in the wind. We faced a year with an unusable product and now all the signs point to OCM disappearing completely. Another sign is that nothing on uservoice has been completed by microsoft since September last year.
So long story short. DO NOT use OCM for your business CRM until microsoft makes its position clear.
04-08-2018 02:36 PM
Hi Boss Man,
At Microsoft, we are committed to continuous improvement. Thanks for taking the time to share your experience so we can take steps to improve.
It will be appreciated if you can share the issue you've with us so that we can try our best to assist you.
Some screen shots will be better to understand the scenario.
Thanks for your cooperation.
04-09-2018 05:27 AM
I am from the Netherlands, so my English is not very good, but I wil Try to tell about problems too with OCM.
I bought the Office 365 premium package because it was possible to collect all tthe 365 emailaccounts of my 4 colleagues to see their emailscontact with the customer in one place. So the information was told to me by a telephic consult with a microsoft emplyee.
Now I want to use this option I only can see only my own 365 emailacccount, but not the emails in relation with the same customer of our firm!
What can I do to see all emailcontacts of my colleagues with the same customer in OCM??
an other isue is the loading of teh activities in teh OCM screen when I want to so emailcontact with a certain customer or business. The activity loading is turning hours but there comes no more emailpost than 25 emails. where are teh others?? All things done in IE and resetting etc. but no changing.
The software is laughable, but not for us!!
PLease help us and all teh others, or give us free use of Microsoft Dynamics. That can working too for us little companies! now we have paid for something that is working
04-20-2018 01:11 PM
Thanks for the feedback.
Looks like you have some questions about the capabilities and roadmap of Outlook Customer Manager.
Feel free to join our upcoming AMA on May 2nd where the engineering team will be on hand to answer your questions and listen to feedback
11-07-2018 07:26 AM
perhaps you could have a look at eWay-CRM.
We have a lot of clients migrating from both bcm and ocm.
I recommend this interview with one of them, Andrea from D.A. Loss Associates: https://www.eway-crm.com/blog/easy-way-to-migrate-from-microsoft-bcm-to-eway-crm/
Do your research so you can decide whether it's something for you. There is also a free version to try.
03-04-2019 08:41 AM - edited 03-04-2019 08:43 AM
Nearly a year on from the OP, very little contact or information from Microsoft, and still no working OCM... yet we are all still paying for it. It is one of the most important integrated functionalities my company needed and why we finally chose to migrate to O365.
I see many people saying "use E-way (or any of the other 20-30 far more competent products out there)". NO. I am paying for a CRM within O365, so give me one which works. My needs are not complicated, and fundamentally all businesses should have them.
I want a central database of prospects/customers/suppliers. The ability to have multiple contacts within each of these organisations, the ability to instigate calls/emails/marketing/sales activity from within the CRM and for the system to keep an ongoing and shared history of these interactions whether it was my interaction or that of anyone else in my organisation.
That, my friends, is CRM. I also need it to work anywhere, and be fully functional on any device (yes, that includes Mac too).
Your needs may be more expansive than that, and indeed I would like it to be customisable as our business develops, but lets get the above working first.
An idea... Microsoft buys other companies/software. For heavens sake, O365 is a mixmatch of a dozen or more software titles badly glued together. Why not just go out and buy a decent working, integrated CRM and bundle it on O365. As said on other comments here before, I'd be happy to pay a couple of bucks more in my subscription to get a working CRM.
Come on Microsoft, give us an answer.
03-15-2019 07:53 AM
I totally understand your point Kevin and I definitely don't want to push anyone to download eWay-CRM. However, I must say we do have a lot of happy clients who lost their temper with Microsoft and decided to give us a try.
As for Mac - eWay only runs on Windows, that's true. You can also use eWay-CRM Web Access as a standalone web app. Alternatively, you can run Microsoft Windows on your Mac with Boot Camp, VMware, Parallels Desktop, etc. I understand this may not be the perfect solution for a Mac-based workspace. As for all the other requests you mentioned - we cover all of them.
Good luck with Microsoft though, I would personally be interested in their answer.
03-17-2019 08:50 AM
"Good luck with Microsoft though, I would personally be interested in their answer.''
The problem is they don't have a solution which could be described as CRM, and therefore don't have an answer...
... and nobody from Microsoft is standing up here to defend or suggest differently, which about says it all.
03-22-2019 02:52 AM
This morning (Friday 22 March) I had an "Office 365 Message Center" email, with links to Microsoft 365 Roadmap with a massive banner at the top...
Welcome to the new Roadmap
Office 365 is now part of the Microsoft 365 Roadmap
I tried a search for Outlook Customer Manager, and guess what? Nothing, Nada.
Its officially DEAD. That is why nobody from Microsoft even cares about looking here...
03-28-2019 08:20 AM
@Kevin Fairburn and to complete the disaster.
The integration apparently mixes up Office Search Folder function and shows no use data because of failed integration to Outlook which annoys our Users:
PS. if anyone runs into this, just add a criteria to the rule for "In Folder" "is not" "PersonMetadata" and you get rid of the empty Emails shown.
08-13-2019 04:00 PM
I have had numerous MS tech people try to figure this out for months and they couldn’t. I gave up because it was very time consuming and frustrating. Its disgraceful that they promote and sell this app and it doesn’t work - especially when they are constantly creating updates to Office 365 that have minimal benefit to my business.