Home Outlook

Outlook Customer Manager

30 Conversations

Latest Activity

Custom List Message Item

I'm a E3 customer and unfortunately cannot yet access OCM and therfore not able trying it. Is it possible to share assigned Information (e.g. single companies/contacts) with assigned users of my company? And that other users don't see this records...

Read More
17 Views
0 Reply

Am curious if any other community members are having problems with contacts not appearing or syncing with Outlook Customer Manager? The product is basically unusable for us at the moment and has been for more than a week. Microsoft support are looking int

... Read More
262 Views
9 Replies
our organization a) has the issue you describe. In addition b) have not successfully shared contacts between individual users.

Any updates on this issue.  When using OCM and selecting "All Contacts" I'm not able to see/use any of the contacts that exist in Outlook/Exchange.

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

... Read More
6,869 Views
40 Replies

Hello

 

I've the premium account, already did all steps mentioned, but still no OCManager on outlook... can you help me figure out what is wrong?

 

Read More

As of today (2/21/17) our organization still does not have access to OCM. We joined First Release. Only 2 people (myself and the CEO) are on the First Release. Does every

... Read More
please refer to http://aka.ms/ocmblog for articles on how to get stated

This still hasn't been made available to us.  We have been first release for everything yet still can't access it.

I'm on Office 365 business premium first release, and have been trying to obtain the customer manager since November....still nothing. I have call Microsoft support on x4

... Read More

Hi folks,

 

when I want to import contacts via the OCM import functionality, the drop-down-menu for selecting the correct category (e.g. name, email adress, phone...) to match the correct position in the .csv file shows a different language every time I use

... Read More
86 Views
2 Replies

Thanks for reporting the issue. We will work on fixing the bug

In the past week, we have been getting reports of Office 365 Business Premium subscribers on First Release not seeing Outlook Customer Manager. We would like to thank you everyone who reported the problem.

 

After investigating the issue, we found that Ou

... Read More
665 Views
11 Replies

Hi @Welly Lee

 

I followed all instructions and still do not have OCM.  It's been about 6 weeks now with the same issues and 2 support calls without resolution.  I am not s

... Read More

 

Below is the screenshot of the UI to set the First Release preference. OCM is currently rolled out to those who selected "First Release for everyone" option

 

First Release.png

Read More

When will I get access to Outlook Customer Manager. You are constantly making excuses and making false promises regaring the date it will be released to us. What is so ha

... Read More

A training course on Outlook Customer Manager is available at LinkedIn Training - http://aka.ms/ocmtraining

 

OCMtraining.PNG

Read More
129 Views
4 Replies

is this content avaialable somewhere where you dont need a subscription to view it?

 


OCMtraining.PNG



 


 

Read More

When you are using multiple accounts, OCM button is dynamically shown only when you are on the O365 account

 

For example : I add 2 accounts to outlook: O365 account (--@---.onmicrosoft.com) and an outlook.com account

AccountSetup.png

When I am on email account related t

... Read More
57 Views
0 Reply

Is there a way to convert contacts to business contacts in bulk rather than one at a time?  When you have more than 2,000 contacts its not very practical to do this one at a time!!!

45 Views
0 Reply

Hello - Love the idea of having Outlook Customer Manager! I get this message when I click on the add in;

Outlook Customer Manager

We're sorry
Your browser is out of date. Please try again when you have updated it.
 
Do I have to use Explorer as my default or E
... Read More
187 Views
10 Replies
I have the same issue. OCM on my outlook ribbon for a couple of weeks already but when I press I get my browser out of date despite having latest updates and even making ... Read More

I have updated Windows no change.

I set Edge as the default browser after the update, with Outlook closed, no change.

 

Seems like Customer Manager 1.0 has a few too many gl

... Read More

I have BCM, and I see instructions below on how to import in my BCM data, but this isn't available when I choose Import->Companies/Contacts/Deals.  The only option is Importing via csv.  Am i missing something, or is this just not there yet?

 

https://support.office.com/en-us/article/Import-data-to-Outlook-Customer-Manager-0721a212-4ec7-4c20-b0c8-2c2b63380dcd?ui=en-US&rs=en-US&ad=US

... Read More
36 Views
0 Reply

I have over 2,000 contacts in Outlook 2016 but only 7 are showing up in OCM. How do I get them all to show up?

67 Views
2 Replies

If you are looking at All Contacts in OCM, not just Business Contacts, and you're not seeing all the contacts that should be there, then this is an issue that's being inv

... Read More
It looks MS defines your regular contacts as "Contacts" but contacts in OCM is "Business Contacts". When you create a "Business Contacts" in OCM, it will appear in "Conta... Read More

Hi,

 

I need some help. I can not find any S/MIME encrypted conversation in OCM. Is it possible to make them visible or activate them?

Or can only unsecure email conversation be used.

 

Thanks

 

Siegfried

Read More
49 Views
1 Reply
Siegfried -- secured email is currently not supported in OCM. Please submit support request to http://aka.ms/ocmuservoice Read More

We are a nonprofit and the only subscription available to us is E3 but would love to use Contact Manager. Do you know when it will be rolled out to E3 license holders?

69 Views
1 Reply
Unfortunately we do not have timeline to offer OCM beyond O365 Business Premium. I would suggest you to submit request though http://aka.ms/OCMuservoice Read More

Check out an outlook customer manager overview video

 

 

Read More
75 Views
0 Reply

Outlook Customer Manager (OCM) requires email reading pane turned on. If you turned off outlook email reading pane, you will see OCM button disabled:

OCM Grayed Out.png

 

To enable OCM, turn on the reading pane - by selecting reading pane to "right" or "bottom"

OCM Grayed Out2.png

 

After tu

... Read More
585 Views
2 Replies

Dear Friends,

 

I select Reading pane Right, and botton but the  OCM button continus disabled :( how can I enable it?