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Outlook Customer Manager is automatically installed to O365 Business Premium subscribers. It requires Outlook for windows with minimal version of 1611 (build 7521.2072) -- see version and build releases

 

To check your outlook version, navigate to File >

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Welly Lee wrote:

Outlook Customer Manager is automatically installed to O365 Business Premium subscribers. It requires Outlook for windows with minimal version of 16.0.703

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Hello,

 

We are running version 1701 and still do not seem to have access to Outlook Customer Manager.  Please advise how I turn this on.

 

Thanks,

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I have Office 365 Business Premium, "first release" option is activated.

I'm still waiting for OCM to show up, does it just magically show up at some random time/day?

This

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Hi.

 

I Finnaly got the ribbon icon, everything works fine except one thing. When I try to add a company to my contact, it won't let me save. I know it's in beta but did an

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Hi Welly,

Still waiting to see this option show up in our Outlook. Version 1611 (Build 7571.2109), First Release enabled. Any way to know when this will happen? Like other

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Hi,

I've added custom Yes/No fields to my contacts. When trying to filter them, the Edit column box opens instead of the Filter box (see screenshot attached).

The weird thing is that this does correctly work in my Companies list (also custom Yes/No field).

 

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1 Reply

Hi Peter,

 

Thanks for your report. Our engineers have been aware of this issue. We are investigating this issue and will keep you updated.

 

Your patience will be apprec

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Whenever adding a new company or contact to OCM, it continually saves with no end. The saving circles don't stop and they are greyed out. I can't delete them or delete them either. How do I fix this?
241 Views
12 Replies

Hi Antonio,

 

Regarding the issue, please clear the cache of your IE browser with the steps below and check if the issue can be fixed.

  1. Please go to IE settings > General
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I have about 600 duplicate companies in my OCM. That's how it went:

 

- I created a contact person from a unexisting company

- while creating the contact I created the company (new company)

- spinner kept on going

 

result : 600 companies with the same name are

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51 Views
1 Reply

Hi Peter,

 

Regarding deleting duplicated companies file, I have sent you a private message. Please check it.

 

Regards,

Shuman

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Hi,

 

I started using Outlook Customer Manager today. Initially, I had issues and could not enter anything at all. I then followed a thread which advised to clear the IE cache, which I did. That seemed to solve the problem.

But what happened in the meantime,

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552 Views
18 Replies

I have the same problem: 

- I created a contact person from a unexisting company

- while creating the contact I created the company (new company)

- spinner kept on going

 

res

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Hi Daniel,

 

Did you get a chance to check the information above? Please feel free to contact me if any related assistance is needed.

 

Best Regards,

Shuman

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Hi Daniel,

 

Does “4000 duplicate entries” mean that “4000 duplicate contacts”? If yes, you can bulk delete contacts under Outlook 2016 client People tab.

a.PNG

 

Then, you ca

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Best Response
I click on the Outlook Icon on mi mac to open the application and it wont open. its been like this since yesterday for no apparent reason.
41 Views
1 Reply

Hi *TaThYaNa*,

 

I would like to collect some information:
1. The Mac OS version, such as 10.12.5

2. The Outlook for Mac version, such as 15.35.170610

3. Whether something

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Hi

We've just started using OCM with Outlook 2016 and Office 365 and we like it in principle but have an issue when creating new emails.

When adding recipients to a new message OCM contacts do NOT appear as options in the contact list nor do they get picked

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37 Views
1 Reply

Hi Simon,

 

I'd like to share my test with you:

1. First, I type in the OCM contact email address manually and send out the email to the receipt in Outlook.

2. Next time,

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New to OCM. Trying to set it up. When you set an item to share who sees it and how do you control who that is? How/who makes teams, is this the best way to do this? 

 

Thanks, 

Brooke 

112 Views
4 Replies

Hi Brooke,

 

OCMshare applies to sharing with the whole team rather than the individual. It is not feasible to control who can see it. I understand it would be great to a

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Hi,

 

Several of my clients are having an issue with Outlook Customer Manager. It has worked previously without any problems.

 

When in Outlook:

 

OCM-Lynne.JPG

Clicking restart does not fix it.

 

I've so far tried:

 

1. Restarting Outlook.

2. Checking add-ins - it's not there, b

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249 Views
12 Replies

Hi Ben,

 

First I would like to confirm if the issue happens only when you open OCM by clicking the label in the  ribbon. If yes, can you use OCM without problems when yo

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In our company we just started to input customer data on OCM.  The job is done for now by only one user who shares all data.  He created a couple of new columns to include personalized text data that we use.  This columns that he has in his view of OCM ar

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300 Views
9 Replies

Having the same issue.

Hi Carlos,

 

Please let the share try the following steps:

Please go to IE settings > General > Settings under Browsing history > Caches and databases > delete cache file

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I'm attempting to add two employee's to my OCM account. Setup for the first employee went smooth, however, for the second I cannot get the OCM add-in to show up. Any suggestions?

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1 Reply

Hi Tim,

 

About this issue,  I would like to confirm the following information:

  1. Please let the user encounter the issue go to https://portal.office.com/account/#subscriptions
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Hi,

 

I can't open OCM and get the mesage: We're sorry  Your browser/OS version is too old. Please update to latest version. (see screenshot) I'm using Microsoft office 365 Business, Version 1705 (Build 8201.2102) on a Windows 10 Pro x64 Lenovo T460s Laptop

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119 Views
3 Replies
Hi Hilmir,

1. Does OCM work fine before you install the updates for IE?
2. Did you make some other changes for your PC, such as install Windows updates at the point the iss... Read More

Hi,

 

We are a E3 and E5 customer with around 3000 users based in UK. When are we likely to get OCM?

 

Thank you,

 

 

 

Lazo

41 Views
1 Reply

Hi Lazo,

 

Currently, Outlook Customer Manager is available with an Office 365 Business Premium subscription. We are working to also bring it to E3 and E5 subscriptions i

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When exporting from outlook customer manager, you may run into the following error:

{"message":"Authorization has been denied for this request."}

 

The issue above appeared when you are using default browser other than Internet Explorer. We are workin on

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66 Views
1 Reply
This worked. Thanks!

Currently when a contact, company or deal is shared with a group, that item's notes and files are able to be shared. Timeline information, however, such as call logs, posts, or emails are only visible to the individual user who inputs the data. The rest o

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138 Views
4 Replies

Completely agree.  This isn't a CRM without timeline sharing.  It's just a list of Companies, Contacts and Deals (and yes, associated notes and attachments) which I can i

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Hi Eric,

 

Thanks for sharing the impressive idea. And I also believe that it will be great to add the ability to share the timeline information in OCM.

Regarding this si

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 Recieved this

We encountered an error.

Please make sure your Internet Explorer settings allow cache creation. You can do this by going to Internet Options (General tab) > Settings (under "Browsing history") > Caches & databases tab, and check the box "Allo

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390 Views
7 Replies

Can you try clearing the browser cache and deleting any cache files related to "outlookapps.com" and restarting the browser?  This should resolve any cache related issues

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Hi Shane,

About this issue, could you please provide the following information for our analyzing?
1. What version of computer OS are you using, such as Mac OS 10.12.3 or Wi... Read More

Hi,

 

I have multiple contact lists, from my existing CRM program, from outlook, from LinkedIn, etc.
I need to merge these and tidy up before importing them for use in OCM.
The plan is to use OCM as my main CRM package.

 

What is the best way to do this? Should

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397 Views
17 Replies

Hi Peter,

 

Yes, your understanding is correct. We can import data to Outlook Customer Manager from an CSV file. You can find detailed steps in the article: Import data to Outlook Customer Manager

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Hi Folks,

 

the new OCM might be good, but I do not need it. Every now and then Outlook Mac 2016 keeps reinstalling this app and creates a folder "Outlook Customer Manager" within Exchange. I click on "Store" and de-install it from the list of my apps, but

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221 Views
10 Replies

Hi S,

I noticed that your image was not uploaded successfully. Could you please upload it again? Please click Reply(instead of Quick Reply) and then upload the image via t

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Hi S,

 

To disable OCM, I suggest you use your Office 365 admin account to Office 365 portal admin center (If you are not the admin, contact your Office 365 admin to do i

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Why is a mobile app for IOS not available?

 

The add-in is limited.

 

981 Views
29 Replies
OCM iOS app was a major feature in our review. All competing CRMs and lite CRMs have an app. Why the delay?

In reply to Shuman Ouyang:

 

Why do you not read Microsoft Outlook Customer Manager blog and press releases?

 

April 24/17, Microsoft wrote that mobile app was coming in upco

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Hi Dave,

 

Thanks for your reporting and I also believe outlook Customer Manager mobile app for IOS rather than add-in is a great idea. Regarding this feature, can you su

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When adding a custom column to Contacts or Companies, OCM throws an error: An error occured when saving the column X. It's very strange because this has worked before (I already added some custom columns.

No idea how I can fix this. This is very important

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58 Views
2 Replies

Hi Peter,

 

Please try clear cache in IE browser:

Please go to IE settings > General > Settings under Browsing history > Caches and databases.
Delete cache files for the w

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Best Response

Having ongoing issues with sharing contacts within OCM.  My wife and I work together in our real esate brokerage and we are the only two in our OCM Group.  Initially, 600 business contacts were being shared and now they are not.  Anybody have any suggesti

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104 Views
2 Replies

Hi Tony,

 

Have you tried clear cache in IE browser? 

  1. Please go to IE settings > General > Settings under Browsing history > Caches and databases.
  2. Delete cache files for
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Hi,

 

We have problems with Sharing.  Many examples of problems with all record types (COmpanies, COntacts and Deals).   We raised a ticket and were told to do a few things adn one was to uninstall teh plugin and re-install.   We did uninstalled and are not

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103 Views
3 Replies
Hi Paul,

First I would like to confirm if the OCM revert back now. If not, since you cannot collect the log yourself, we would like to collect your email address for furth... Read More
Hi Paul,

Based on my knowledge, after you uninstall the OCM add-in, it will revert in 24 hours. So if the issue still happens after OCM revert, to further troubleshoot thi... Read More

Hello 

 

I am getting an error message while importing BCM contacts csv file in OCM.

 

Contacts->Import-> CSV format->Browse the CSV file 

 

Error " The file limit should less than 30KB"

 

Any help would be highly appreciated!!

 

Regards,

Abdul Samad

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182 Views
6 Replies

Hello

 

Is there any limit to import contacts in OCM?

 

Regards,

Abdul Samad

Recently installed OCM. It is working in Mail online, but the add-in for Outlook (2016) desktop loads with a screen (see pic) that says, "You've singned out / Goodbye / We hope to see you again soon. You can start over any time. / Start over (button)". Cl

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45 Views
0 Reply

Hi,

 

We have about 1000 Companies and a few thousand contacts.   We plan to import these to Customer Manager and would want to share all of these.   We were told that by default the import does not set the sharing flag.   Any idea how to do this without ha

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86 Views
1 Reply

Hi Paul,

 

So far, based on my test, bulk sharing OCM contacts is not available. We suggest you submit feedback via the link below to leave your impressive idea.

https://outlook.uservoice.com/forums/407082

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