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Hello - I'm having an issue importing my contacts into OCM. I was testing the importing of contacts, by adding one person in. When we got to the point where we have to match the fields between OCM and the .csv file it was all in Spanish, which I don't spe

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19 Views
1 Reply

Hi Beau,

 

Thanks for your screenshot. Since you are stuck during the importing, it is suggested that you restart Outlook and follow the link below to perform the importi

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Hi.  I have an O365 Business Premium account, and Office Customer Manger (OCM) is working fine for me in both my Mac and Windows 7 Outlook clients.  But I am not able to log on to the OCM app on my iPhone 7 with iOS 10 (not ready to update to iOS 11 quite

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14 Views
1 Reply

Hello Bruce,

 

To log into OCM for IOS, you need type the correct email address of the Business Premium account. May I know if it pops up a browser to let you type the pa

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Morning folks,

 

Following on from my other messages, does anyone have a recommendation for an add-in that works inside Outlook 2016, simple to use and works without issue?

 

I'm not looking for a bloated heavy anaylictic platform, just an easy way of trackin

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107 Views
5 Replies

I'm looking for soemthign as well Gerry.  OCM has been disappointing to say the least.  Which is a shame as it obviously is something that Outlook business users want and

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Hi Gerry,

 

Thanks for posting here.

 

May I invite you focus on the first thread in the link below for better assistance:

https://techcommunity.microsoft.com/t5/Outlook-Customer-Manager/Process-Duplication/m-p/107039#M1526

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Hi,

 

We are able to add and edit files from a deal but when we click on the "SharPoint Icon" to open the folder on SharePoint it opens a blank window.   No errors in the window or application

 

Paul

 

 

 

 

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31 Views
2 Replies

Hi Paul,

 

Have you referred to my reply? please give us any update at your convenience.

 

Regards,

Rudy

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Hi Paul,

 

Please access to the SharePoint Online with your Office 365 account to check whether it shows a blank window. Meanwhile, please let other users in your organiz

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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. 

 

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868 Views
20 Replies

Vary disappointed. I upgrade to office 365 business premium just for OCM 3 weeks ago. This has not worked poperly on any of my devices. IMG_0143.PNG

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Same problem here. One of my users, tried in Outlook 2016.
I tried in Outlook 2016 and online in Chrome, IE, Firefox and Edge. Tried various customers and none of it works

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We also have this issue. The PC is a brand new PC with a clean install of Windows 10. I have just installed Office 2016 64bit from Office 365 and I have this issue straig... Read More

Hi amanda;

Has this issue been resolved?

My users also have this error and have not been able to work in the add-on, the strange thing is that only two people of the compan

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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 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

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1,130 Views
21 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

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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

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314 Views
4 Replies

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

Hello!

 

We have a small team of three members that we cannot get our OCM to sync together.

We cleared the Cache of all computers, even went as far as uninstalling/reinstalling Office 365 and marking OCM as unactive/active to try and re-start it.

 

Our contact

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45 Views
1 Reply

Hi Nicole,

 

Generally, the sync will take some time. Could you try to recreate contacts, and share them to have a check?

I need to do some test/research, and update here

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One of our users is facing issues with OCM syncing - he sees several records, but they are not in sync with anyone else, and we cannot see anything he shares.  

 

Myself and another colleguge (who only use Windows machines) are both perfectly in sync, and o

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118 Views
4 Replies

Yes, we are having the same issue - 3 users, but we do not get live updates and we cannot see each others contacts or companies, tasks, etc.

We also have cleared Cache and

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Hi Kevyn,

 

I tried reproduing the issue in my side but no luck. Can you share the detailed information as below for further investigation?

1. The Outlook for Windows and

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Seem to be having an issue with the OCM that others have reported.

 

When I create a new company via the contact details, it will just hang as though it is trying to create a new record, I can navigate away from it, but not save it.

 

I followed the most comm

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86 Views
4 Replies

Hi Gerry,

 

First, please perform the following steps to clear the cache of your IE browser with the steps below and check if the issue can be fixed:

                1. P

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Further to my other posts, I have found that if you are populating the fields in a new contact by means of using copy & paste, it will allow 2 or 3 entries, then the next will cause Outlook to become completely unresponisve for approximately 30 seconds. I

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37 Views
1 Reply

Hi Gerry,

 

We appreciate your kindly and specific feedback on this product.

 

May I invite you focus on the first thread in the link below for better assistance:

https://techcommunity.microsoft.com/t5/Outlook-Customer-Manager/Process-Duplication/m-p/107039#M1526

... Read More

Hi All,

 

New to this, and thinking that sticking with authentic 365 add-ins with a promise of being simple would be worth the wait, feeling a sense of familiar regret however.

 

Other than my other problem (just updated the latested outlook, see if that impr

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70 Views
2 Replies

Further to the above the 'unable to save' 'hang' has returned having populated the company card details.

 

Oh Joy!

Hello,

 

i read the blog " Best practices for importing contact with Outlook Customer Manager". all I found is information on importing BCM contacts and BCM acccounts in OCM. i have 8 years of business projects and opportunities that need to be migrated to

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137 Views
3 Replies

Hi Michael,

 

You can follow the step-by step instructions in the article below to import data from BCM to OCM: Import data to Outlook Customer Manager.

 

Regards,

Shuman

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Hi, I´ve groups in outlook, and I insert docs in files group. Now I can´t delete those files.

How can I do? Thanks!

42 Views
2 Replies
Did you try to delete the documents from the SPO Group site?

I am unable to save any changes to contacts in OCM. When I try to change and update a field, I get the error message: "Changes can't be saved right now. Give us a moment." As suggested in other threads, I have closed Outlook, tried to flush the Outlook-re

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121 Views
4 Replies

Hello Wayne,

 

Please try using Outlook Customer Manager through Outlook on the Web. Will that contact be updated successfully? 

Steps;

1. Go to any email in Outlook on t

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Been using this for some time....really like it.  For some reason today I am unable to get into customer manager.  I have quite a bit of information in there and getting a " Something went wrong" error with no error code at all.  Any help is appreciated.

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64 Views
2 Replies

Hi Kenneth,

 

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 > Setting
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I want to use OCM for 2 separate businesses, each with their own Office 365 Business Premium subscription, which I access under the same Outlook profile.  Is this possible?

89 Views
2 Replies

Hi Geoff,

 

It depends on the account. In the same profile for 2 business premium accounts, OCM will be separated for them if they are assigned OCM license.

 

Regards,

Jo

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When I click on the add-in's tab it takes me to the Customer Manager page but says it encountered a problem:

 

We encountered an error. Please try again.

 

It asks for me to sign into my Office 365 account.  Either nothing happens or I keep getting this error

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730 Views
7 Replies

Hi I am having the same issues trying to login on my IPad Pro

IMG_0143.PNG

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Hi David,

 

Thanks for your private message. I have involved our related team to analyze this log. I will inform you once I get any update.

 

Best Regards,

Shuman

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Hi David,

 

Regarding this issue, I have sent you a private message to collect more information for us to investigate the issue. You can click the envelope icon in the ri

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I have a few deals that keep giving me the following errors:

 

There was a problem saving this deal. Please try again. 

 

Sorry, we had an error and couldn't update. Please try again.

121 Views
4 Replies

Hi Tim,

 

Does the suggestion work for you? Please feel free to contact us if any related assistance is needed.

 

Regards,

Shuman

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Hi Tim,

 

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 > Settings under Browsin
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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

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1,051 Views
23 Replies

This showed up for me finally.  You may check your settings and see if it's there.

Capture.GIF

 

Although it appears I would have to do this for each individual.  Based on what Miguel

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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

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Hi 

 

I am looking to share contacts and notes with other team members using Outlook Customer Manager on the web. While it gives me the option to share the contact none of my team members are able to view. Can you advise how to fix this?

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302 Views
5 Replies

I am also having this issue.  Share column on contact shows as Private

Hi Admin,

Do you need further assistance?

Thanks,
Amanda

Hi Admin,

First to share contacts in OCM , please open share contacts and save it, then the shared contact can be seen by every member in your OCM groups. See the screens

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When i will open the OCM in the Ribbon it will work. But if i will open the OCM over "..." at the bottom i will see a loading screen all the time! (See Attachement) I checked it with more users on different pc's.

 

Some Ideas?

71 Views
5 Replies

Hi Christoph,

 

May I know the detailed version of the Outlook you are using? Please go to: File > Office Account > About Outlook. Meanwhile, it shows a loading screen al

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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

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194 Views
3 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
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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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762 Views
2 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
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Best Response

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

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2,323 Views
14 Replies

Hi

 

We have two Business Premium Licenses with you and one user has Customer Manager and I use the other license and do not have it.  How can I add this?

 

I have just chang

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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
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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-

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