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Outlook Customer Manager

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I would like to be able to connect to this datasource with excel get and transform or odbc but I cant find where on earth this data is located?   Why is hit so intentionally hidden from even read only access as structured data?

28 Views
3 Replies

Hello Brett,

 

For better understand your situation, could you please clarify the question/requirement in details?

 

Regards,

Rudy

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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?

1,654 Views
28 Replies

HI,

 

same for me.

 

I have the license in the Admin panel, see attach.

But not showing in Add-Ins.

 

Pls help.

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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
... Read More

Help! Bus premium Office 365 subscription and missing customer manager on tool bar! Not an option in add ins. (it is available in the toolbar on my online apps) but want to add to desktop application for when I'm working in office. Anyone have a solution?

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60 Views
2 Replies

That seems to be a quite a common issue, as mentioned in some of the posts in the dedicated Outlook Customer Manager community. Specifically, have a look at the suggestio

... Read More

Hi,

 

We're late stage migrating to O365/EO/OCM (at least that was the plan) when I read that OCM doesn't support Contact sharing?! A shared contact's complete call/email history isn't available to all staff it's shared with?! This has been a major roadbl

... Read More
416 Views
26 Replies

Hello Ben, However, we can enable the Share contact option in the Contact details page:

20171207-1.png

 

If possible, please check it on your side. And, if anything is misunderstand, w

... Read More

In OWA, My outlook customer manager always takes age to load a single customer and sometimes it will keep loading without showing anything, this is driving me nuts and I have no idea how to do with it, please help me out. 

849 Views
27 Replies

Hi Allen,

You are far from alone!  Suggested fixes do not work and still waiting for a Microsoft tech to get in touch again since yesterday.  Big impact on business and ha

... Read More

Hi Allen,

 

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

Please go to IE settings > Gene

... Read More
Best Response confirmed by Allen Shih (Occasional Contributor)

I downloaded customer manager yesterday. When done it was active on the banner. This morning after signing in, it was shaded gray and did not open. 

47 Views
1 Reply

Hi Null,

 

Outlook customer manager doesn't need to download. It will install automatically if you configure an Office 365 Business Premium account via Exchange in Outloo

... Read More

Outlook Customer Manager is available in the following languages:

 

  1. Basque
  2. Brazilian-Portuguese
  3. Bulgarian
  4. Catalan
  5. Chinese-Simplified
  6. Chinese-Traditional
  7. Croatian
  8. Czech
  9. Danish
  10. Dutch
  11. Estonian
  12. English
  13. Finnish
  14. French
  15. Galician
  16. German
  17. Greek
  18. Hungarian
  19. Indonesia
... Read More
2,849 Views
8 Replies

I am using Greek but OCM (in importing contacts) uses Lithuanian (!!!!). Please assist as field mapping is impossible.ocm.jpg

 

 

 

 

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I would like Khmer to be added please.

Hello team 

 

Is this already available OCM for E3 subscription Customer . And Also I heard there is an option to add business Apps free that can permits to have Business premium Apps to E3 can you confirm that i can get OCM by that means?

 

Rgds

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55 Views
2 Replies

Hi Gaston,

 

The answer to both question is No. The related team is still working on this. You may vote on the feedback below to push the team.

 

https://outlook.uservoice.com/forums/407082-outlook-customer-manager/suggestions/17134372-add-support-for-office-365-e3-and-e5-tenants-as-w

... Read More
Best Response confirmed by Gaston Ndoumbe (Occasional Contributor)
I believe the answer is no to OCM in E3. The 'Business Apps (free)' subscription that you can add to E3 is, at the moment, just Bookings and not the other apps. Maybe w... 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

2,346 Views
4 Replies

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

... Read More

I have a problem!!

I have time downloading to data to be exporte but, doesn't download to the data fully because, my contacts to companies is 343 in the CRM but to data to be exported (Excel) is the 251 contact to companies, it isn't the first time, pleas

... Read More
58 Views
2 Replies

Hi Paul,

 

Thanks for posting in our forum.

 

I will further test and consult about this issue on our side and post back as soon as I get a result.

 

Regards,

Leo

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How do you remove a contact that is not a customer from Customer Manager?

45 Views
2 Replies

Hi Karen,

 

You can remove a contact in Outlook contact.

 

Regards,

Johnny

Dear all,

I am based in Hong Kong and there are many conversations going on about CRM. I still remember fondly the discovery of BCM back in the day and what a great simple and effective solution that was for the single office company I was working for the

... Read More
80 Views
4 Replies

Hi Roman,

 

Outlook Customer Manage requires an Office 365 Business Premium license. We haven’t receive any information about this feature will not being roll out in Hong

... Read More

Hi,

 

I have a site where the Director has access to OCM and would now like his staff using it, however I can't figure out how to push this out to the rest of the users.

 

All of the users are on Business Premium, and I have set the users to receive the first

... Read More
1,378 Views
5 Replies
Hi Kasim,

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

Thanks,
Amanda

Hi Kasim,

 

To look into the 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
... Read More

Hello,

 

My OCM doesn't work, it just stays loading and doesn't do nothing. This happens to me in Outlook and also in OWA too. Strangely, it doesn't happen at the Outlook iOS app, there OCM loads properly. Can you help? Thanks.

1,069 Views
6 Replies

I am experiencing the same problem. OCM is not functioning on my desktop. If the icon is highlighted on the ribbon, I am able to open the application but functionality is

... Read More

I am having the same problem yesterday and today

Hi Pablo,

Did you try my suggestions? If the issue still exists, could you please share with the above information?

Thanks,
Amanda

Hi Pablo,

 

Regarding the OCM keep loading, 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

... Read More

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
667 Views
11 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

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.

177 Views
7 Replies
I have met this problem in approx Aug, 2017 also. And it's been fixed after some time. But now it comes back....
Hi Rhys,

Regarding this issue, I suggest you first 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... Read More

I am unable to filter the deals in outlook customer manager by owner. The box to enter the name of the owner is disabled. 

 

Outlook customer manager.png

 

Is this intended behavior?

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78 Views
2 Replies

Hi Sushmitshri Babu,

 

Based on my test, it is disabled also. Could you go to the following link to submit feedback about it? So, the feature may be included in the futur

... Read More

Hi-

I'm using Salesforce now and we're considering switching over to OCM, however it looks like the sidepanel only opens to the contact for the current email you have open.  Is there a way to search for another contact or deal in the sidepanel?  That woul

... Read More
56 Views
2 Replies

Hi Dan,

 

Have you loaded the OCM successfully? If so, you can start OCM to search all contacts which are imported to Outlook.

 

Regards,

Johnny

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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

... Read More
12.7K Views
49 Replies

Hi Wally,

 

Does this work on Mac OS X? We would like to use Outlook Customer Manager but many staff use Outlook for Mac. If it does not work on Mac, does this work on Offi

... Read More

I do not have access to this new program.  I contacted support but still nothing.

I do not have access to this new program.  I contactef support but still nothing.

Here it is, March 21.  We purchased premium weeks ago specifically for OCM, all set to first release.  Still no OCM - What in the world must we do to get this pushed to o

... Read More

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?

 

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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
2,130 Views
25 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

Hi,

 

How can I quickly add an existing contact from Outlook 2016 desktop client to Outlook Customer Manager?

 

Right now, once I have selected a contact from my large contact list I need to :

- go back to email

- search an email with the contact name

- c

... Read More
157 Views
4 Replies

Hello Jerome,

 

We appreciate your feedback.

 

Generally, we can create this existing contact into the OCM directly. Or use the Import feature to add the users. If it doe

... Read More

I have gotten this error message every time I try to log in, since I first added the addin a month ago or so.
I have checked that caching in Internet Explorer is allowed. And tried clearing the cache for outlookapps.com several times without it resolving a

... Read More
208 Views
6 Replies

Hi Sævar,

 

Based on my experience, it should be a temporary issue. You may restart Outlook or reboot your PC and try again later to check if the issue still exists.

 

Re

... Read More

I'm running macOS High Sierra (10.13.1) and Outlook 2016 (Version 16.8 build 171205). Since installing the latest Outlook update last week I am unable to add new businesses. If I click on an existing contact who is in OCM no problem accessing the details.

... Read More
178 Views
7 Replies

I have a similar problem after an Outlook update last week on two of my PCs.

But in my case, I am not able to search my contacts. I get the spinning wheel then nothing wh

... Read More

Hi Jamie Shaw,

 

You may try Shuman's reply in this following thread to check if the issue can be solved. https://techcommunity.microsoft.com/t5/Outlook-Customer-Manager/Re-Customer-Manager-outlook-on-the-web-and-Safari/m-p/67618#M644

... Read More

Hi,

Suddenly, I got 1300 duplicate deals in OCM. How would I remove them in bulk?

96 Views
2 Replies

Hello James,

 

Based on my experience, it's not feasible to delete the duplicate deals in bulk. Given this situation, we encourage you submit a feedback to our related te

... Read More

I cant delete a few contacts that just keep on loading, see picture. furtermore under companies one of the companies keeps on adding it self, so now, I am having 2681 company files "of the same company.

 

How do I delete these files

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1,697 Views
3 Replies

Hi Buster,

 

Regarding the contacts loading, 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
... Read More
Best Response confirmed by Buster Nissen (Visitor)