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When I try to export somehting IE opens and shows the file to download 

Report?exportRequest=%7B%22EntityType%22%3A1%2C%22Sorts%22%.....

 

When I click on the pop up save nothing happens, the pop up just stays open.

5 Views
0 Reply

Hello,

 

after having imported my contacts into OCM via a CSV-file the add-in does not work properly anymore and constantly shows error messages ("Add-in error. The add-in doesn't react. etc.").

 

Is there a way I can reverse the file-import?

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24 Views
3 Replies

Hi Laura,

 

Could you try clearing the IE cache of your IE browser with the steps below and check if the issue can be fixed.

  1. Please go to IE settings > General > Setting
... Read More

 

I would say that the OCM isnt even usable with the following error all over the internet last 4-6 months. It automatic links to my outlook so i can't stop the process but at what point is it usable if this isnt going to be corrected so we dont get the er
... Read More
147 Views
5 Replies

Hi Chris,

 

Firstly, please log into OWA(https://outlook.office.com/)> go to General > Manage add-ins, check whether the Outlook Customer Manager is turned on as below:

 

... Read More

When we try to export deals, even if we choose "export ALL lines", it only exports 281 lines of deals and omit the rest. Seems to be random which deals it omits. We need to be able to export ALL deals and put them in excel so we can review the data. Is th

... Read More
33 Views
2 Replies

Hi Sacki,

 

We have been aware of the issue, and are investigating it now. I will keep you updated. Thanks.

 

Regards,

Johnny Zhang

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Hi Sacki,

 

Thanks for reporting this to us.

 

I'll check this with our relevant team to see if there is any limitation about the exporting in OCM. Will keep you updated.

... Read More

Hello,

 

We are attempting to export customer data out of OCM using the Data>Export button in the top ribbon of Outlook>Add-Ins>OCM.

 

However, I am receiving errors related to XML styling as per attached screenshot.

 

We need to export this data to proceed wit

... Read More
110 Views
6 Replies

Hi Paul,

Thanks for your patience. Could you try to make Internet Explorer to default browser? Let me know if it works.

  1. Start -> type Default app settings.
  2. In the search
... Read More
Hi Paul,

Out related team has been aware of this issue and working on a fix of it. As a temporary workaround , you can switch your default browser to Edge.

Thanks,
Amanda Read More

To be clear, neither nested option from the Export button works.

I noticed that as long as a customer e-mail was in my "Inbox" that it was associated with the customer.  Once I delete the e-mail from my "Inbox", it is also deleted from the contacts timeline.  I used BCM for 12 years, and never had this problem.  Is thi

... Read More
30 Views
1 Reply

Hi Diana,

 

Based on my test, I'd like to clarify that what you encountered is an expected behavior. OCM is integrated with Outlook, all the operations you do in Outlook

... Read More

I have just started to use the Outlook Customer Manager and have installed the app on my Ipad and phone. But for some reason contacts i have previously deleted from my Outlook are showing up in the App, they are not showing any where such as on Outlook or

... Read More
31 Views
1 Reply

Hi Terry,

About this issue , I would like to confirm if the deleted contacts also exist in the OCM on Outlook web app and Outlook desktop version client, please refresh th

... Read More

[Updated Feb 2, 2017]  The issue impacting some of existing OCM users who have been using the feature but receive an error below.

When starting Outlook Customer Manager, you may receive the following message:

"Outlook Customer Manager isn't available for

... Read More
4,041 Views
35 Replies

Is anyone getting a response to PM messages to Wally? I'm getting nothing? It have been in contact with microsoft support x5, and they do not not why OCM is not showing u

... Read More

OCM had been working in my account for about a week.  It was not working today 02/07/2017.

 

I would appreciate it if someone can get back to me to let me know what is goin

... Read More

Happend to me , too.  Till today 9.00 o'clock worked, and now suddently came the message. Hungarian Win 10 and O365 , on my other PC subscribed as prewiev is the same.

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My O365 2016 Business Premium subscription is set to First Release
Hi Welly, I have O365 2016, Business Premium Edition. I haven't received the OCM update so far and we are Friday Feb. 2nd. I made the move to Bus Premium Edition, having ... Read More
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?
437 Views
18 Replies
I've got the same issue, but FYI I'm on a Mac.

I open an email, click the icon, type the company (the save and cancel buttons appear), click add new and then I get the spi... Read More

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
... Read More

Hi,

I'm testing OCM to see if it's the correct solution for my company.

 

I'm experiencing an issue with any Shared Contacts synchronising with other users. All users are in the relevant group, all the contacts are set as Business and the slider is in the ri

... Read More
159 Views
6 Replies

Hi Simon,

 

Thanks for your updates. I have received these logs. We will analyze it and keep you updated there.

 

Thanks for your patience.

Shuman

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Hi Simon,

 

Did you clear IE cache following these steps?  Go to IE settings > General > Settings under Browsing history > Caches and databases> Delete cache files for th

... Read More

Hello,

I*d greatly appreciate your help:

 

My organizations would like to use Outlook Customer Manager for CRM purposes. We are two start-ups that are run mostly by the same workforce. So far, all contacts (for both companies) are made available through a Mi

... Read More
114 Views
2 Replies

Hi Laura,

 

  1. Outlook Customer Manager is only available for Office 365 Business Premium account configure in Outlook via Exchange. About the synchronization, the changes
... Read More

Outlook Customer Manager (OCM) has been rolled out to all Business Premium subscribers who opted in for First Release. However, we’ve received several reports from users who still do not have OCM in their Outlook. We are looking into this issue and will p

... Read More
2,178 Views
13 Replies
Mr. Welly Lee

Please send me a private message with your contact information so I also can get the fix for the "Add-In Error > Not Responding"

Walter Stark
516 551 0693 (m)
w... Read More
Dear Welly,

I have the same issue (Customer manger does not fully work in my office 2016) and have been in contact with MS for 5 times now, Office 365 Ticket #30126-615284... Read More

Hello All, 

 

To get OCM to work I had to

  1. Ensure the subscription was Business Premium.  
  2. Had to set the "organization profile" "release preferences" "release track" to "Firs
... Read More

I am testing OCM on Outlook 2016 on Parallels, but being a Mac user I would love to see it available on OWA, do you have any estimate as to when it could happen? The add-

... Read More

I'm not certain which release I have. My Production Information shows version 1609. Any idea when OCM will show up? I dropped outlook 2013 with BCM hoping that OCM would

... Read More

I get the message " ADD-IN ERROR Sorry, we had to restart because this add-in wasn't responding." I can click "Restart" which brings it up for a few minutes and then crashes again. The error message stays the entire time (just in a collapsed form, so I ju

... Read More
843 Views
26 Replies

yes....need a fix, please help!

Hi, I have the same issue, has the fix been issued yet and where do i find it?
I am having the same issue, where is the release fix?
We deployed a fix last night -- are you still seeing the issue?

@Simone Christoph, thanks for reporting the issue. We are working on a fix to address this issue - and should release the fix this week.

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I have just downloaded the ocm app for iPhone. It pulls the company information that is setup on my computer on outlook but it doesn't pull the contacts. Not sure what I am doing wrong? Thanks
117 Views
6 Replies
Hello Amanda, do you have an update on this?
Hi Edoardo,

To troubleshoot this issue, we need to collect the following information:
1. How many Outlook contacts do you have?
2. Do all contacts shows on OCM desktop, or t... Read More
Hi Edoardo,

About this issue, I need to do some consult. I will post back once getting any updates.

Thanks,
Amanda

What does this mean?

ocm quota.PNG

 

In Outlook I have about 270 contacts & have created a couple of records in the app.

 

Starting to get a little frustrated about OCM...

 

Todd

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179 Views
7 Replies

I am having the same problem (although using outlook rather than accessing through the web).

 

I dont use IE for accessing outlook so is there a different fix for this in o

... Read More
Try going to
Internet options/browsing history/settings/cahes and databases

a) Close 365
b) Find outlookapp.com and set Exceed Limit to Allowed
c) You might need to delete ou... Read More

Hi Todd,

 

OCM in a new Office 365 service and many features came directly from customers'feedback. In this thread, I will try my best to help you on this issue. Firstly,

... Read More
Best Response

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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454 Views
13 Replies

Hello

 

Is there any limit to import contacts in OCM?

 

Regards,

Abdul Samad

Hi there,

 

Just a quick rundown - im business premium customer, with fully updated office 365 client.

My colleague, on same tenant as me, got OCM rolled out to him without any hassle. He got nice button on his ribbon and everything appears to be in order.

Ho

... Read More
818 Views
15 Replies

Hi null,

 

1. Please go to https://portal.office.com/account/#subscriptions > Subscriptions > check whether you have the Outlook Customer Manager license.

2. Go to the Of

... Read More

Ive sent message after message & am hearing nothing...

51 Views
1 Reply

Hi Todd,

 

Sorry for the tardiness of mine.

 

I have read the private message you sent to me and it said that you hit Shift +OCM and nothing happens. Right?

 

Actually, o

... Read More

Hi there,

 

I've googled and found article that explains how to pin the side panel open. It's really straight forward and simple, they show a screen shot with a pin next to the X for closing the panel. However on my install with OCM there is no pin availabl

... Read More
509 Views
9 Replies

I had the same issue but resolved it by downloading the most recent version of Outlook 2016. Once that completed the pin was available.

Hi Phill,

 

Generally speaking, there is a pin button next to the X to pin the side panel open directly. From the picture you provided, I’d like to confirm what your Outl

... Read More
Same issue! Been that way for almost 2 months now. Not bothering to open the trial to more users.
Hi, I am getting an error when importing the 1285 I already imported with CSV import: ERROR updating 'Helen Burden': {"error":{"code":"ErrorIncorrectUpdatePropertyCount",... Read More
Fantastic! Brilliant! You make my day :) I was uploading in 30kbytes csv batches, until I discovered this incredible tool. Thanks again!

We have a number of customers that we sell Office 365 Business Premium for - as well as Dynamics 365. I cannot see anyway to disable the Outlook Customer Manager via a subscription level or anywhere in the Portal UI. I suspect it's a powershell command?

 

O

... Read More
518 Views
13 Replies

I am also unable to see anyway to disable the Outlook Customer Manager.  I do not have this option in the O365 admin panel.

I can see nowhere that OCM is listed to turn it off

Hi Chris,

 

It is a pity you would like to disable this feature.

You can remove OCM licenses in Office 365 portal to disable this feature: use an admin account to log int

... Read More
Hi all, Anyone knows if Outlook Customers Manager add-in is available for the Mac client?. I can see it in OWA but not in my Mac. Thanks.
1,035 Views
16 Replies
hi everyone,

i have included customer manager on my desktop but have limited functionality. does anyone know why this is?

thanks

Billy

OCM is indeed available in the Mac Client.  Unfortunately the issues you are experiencing is related to a bug.  But, the good news is a fix should be going out today to r

... Read More

OCM Something went wrong (1).jpg
User gets this repeatedly when trying to use OCM in Outlook 2016. Same user is unable to modify contacts in OWA.  Have removed and re-added Add-IN and have cleared cache and databases several times to no avail. Please advise. 

 

Read More
397 Views
10 Replies

Hi Matthew,

Our related team has been aware of this issue and working on the fix of it.

If there is any updates, we will post back here.


Thanks,
Amanda

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Hi Matthew,

Did you clear the cache of your IE browser with the steps below ? If not, please do it first
1. Please go to IE settings > General > Settings under Browsing his... Read More

Hello,

 

I have successfully been using Outlook Customer Manager for several weeks, but now when I try to access OCM I get an error message: "Something Went Wrong - Please make sure that your browser settings allow cache creation". I receive this message bo

... Read More
149 Views
4 Replies
Hi Jeff,

Feel free to share with any updates when you have time.

Thanks,
Amanda
Hi Jeff,

OCM is working based on the cache of IE 11 and later version. So first please make sure your Internet Explorer settings allow cache creation.

So please check if ... Read More

Hi,

 

I added a custom column for Deals and now I changed my mind.

 

Keep on deleting it, it keep re-appearing.

 

Any help?

 

Thanks in advance.

 

Matteo

84 Views
4 Replies

Hi Matteo,

 

I totally understand inconvenience caused by this. However, there is a feedback which is talking about cannot delete the custom column in OCM. Please click t

... Read More