Home

Outlook Customer Manager

271 Conversations

Latest Activity

Custom List Message Item

We created a company manually in OCM today.  It gave an error that there was a problem creating the company, and it gave a Retry button.  Clicked Retry a few times and nothing happened.

 

Restarted Outlook, and there were 20 copies of the same company we tr

... Read More
69 Views
5 Replies
Having the same problem.  90 duplicates of the same company.  Deleted associated deals and contacts - no difference.
I checked some other threads and tried the following: 1. Please go to IE settings > General > Settings under Browsing history > Caches and databases. 2. Delete cache file... Read More

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
1,627 Views
23 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

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. 

206 Views
7 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)

Can I use OCM with just OWA?  I can't find it in Add-ins.  

Also, do I need Bus Premium, or cn I sue it with Bus Essentails?

26 Views
2 Replies
Does not work on OWA.
Need Business Premium

Hi, we use Outlook Customer Manager in our business. 

It is only possible to export 250 business items to CSV (Excel) . 

 

Default browser is set to Internet Explorer. 

 

But we have almost 500 contacts to be exported. What can we do ? 

Via Media 

Read More
46 Views
2 Replies

Hi Via,

 

There is no such a limitation for exporting items in OCM. Could you please share the detailed steps to export items in OCM?

 

You can should select Export > All

... 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
368 Views
7 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
For example, I want to make all contacts public.
65 Views
2 Replies

Hi Todd,

 

It is not achievable to bulk change private contacts to public contacts. I invite you share your suggestion via the following link: https://outlook.uservoice.com/forums/407082

... 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.
2,471 Views
22 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

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

1,532 Views
2 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 get this message when trying to add new contacts and companies via the OCM tab. I'm the first in my company to try using the OCM; we hoped to be able to roll this out to everyone.

 

I've seen vague references to clearing IE or Edge caches, which I've done

... Read More
159 Views
4 Replies

Outlook Customer Manager unusable.

 

reloaded, rebooted, Cache cleaned,  IT staff can't work it out, no information online. Esentially useless

 

Transient?? short lived?

... Read More

Hi Stephen,

 

It may be a transient issue. Could you try to create a contact in Outlook->people, and it will be synced to OCM. After that, you can see the details in OCM

... Read More
I just tried to open the IOS ocm app and received the information Beta Expired...
Is there a official app now, or will beta continue, pls let me know the status of support for this app for IOS devices,
Thank you
Paul
21 Views
1 Reply
SORRY, issue solved. Found the official app in appstore...

Hi, all 

 

I have done a lot of researching on OCM to change currency, but what I got is only "pound". (attached pound)

 

I found a video on youtube, which has mentioned navigate to OCM icon (attached 1) down the bottom (cannot found) and you will get to a pl

... Read More
38 Views
2 Replies

Hi Allen,

 

You can take the following steps to change the currency.

  1. On your Deals page, choose the pencil icon next to the Amount column.

 

  1. Use the drop-down to choos
... Read More

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?

1,167 Views
22 Replies

HI,

 

same for me.

 

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

But not showing in Add-Ins.

 

Pls help.

Read More

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

I upgraded to Office 365 Business Premium several months ago in anticipation of Outlook Customer Manager.  I finally have it as an option but have never been able to launch it.  Everytime I try to open it it get the message 'Something went wrong We're hav

... Read More
232 Views
4 Replies

Hi Kelly,

 

Are you still experiencing this issue? If yes, please feel free to let me know.

 

Regards,

Shuman

Hi Kelly,

 

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 > Settin

... Read More
Best Response confirmed by Shuman Ouyang (Microsoft)

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
1,495 Views
27 Replies

Yes, I have multiple users having this same problem.  I've taken all the steps suggested here with no success. 

 

And I have to agree with many here - Office 365 Support is

... Read More

Mine magically started working again this morning :) It was one of 2 things, either Microsoft fixed it in the night OR the AZURE sync (Start-ADSyncSyncCycle -PolicyType I

... Read More
has there been any further development toward solving this issue? ...we just started using OCM this week and have already started seeing this problem. so disappointed bec... Read More

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

Read More

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

... Read More

I have created a company called "Book Keeping" that I have shared.  I also added a contact to that company, and set the contact to Business Contact -> Yes, Shared -> Yes.  

 

However when any of my team members go to Outlook -> OCM -> Companies -> "Book Kee

... Read More
74 Views
2 Replies
This seems to be working well now. It looks like it just took some time for the sharing to propagate.

Hi,

OCM mobile android app - is there one ??

 

38 Views
1 Reply

Hello Peter,

 

No, the Outlook Customer Manager mobile app is currently available only for iPhones. Please see: https://support.office.com/en-us/article/Get-started-with-Outlook-Customer-Manager-48331ce0-c356-4186-8987-c86676520dc7

... 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
569 Views
8 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

Why can't Customer Manager pull contacts from Outlook?  Or populate from emails?  I have 2,500 contacts in Outlook.  Do I have to re-enter all of them into customer manager?  Or import them?

1,078 Views
3 Replies

Hi Doug,

 

Have you checked my reply?

 

Thanks,
Kanjie

Hi Doug,

 

Based on my test, bulk converting contacts to OCM contacts directly is not available so far.

 

As a workaround, you can try the following steps:

1. Export the

... Read More

Also, can an employee make a "shared" contact, his/her own "private" contact without notice to anyone?

38 Views
2 Replies

Hi Fabi,

 

Private contacts will not be shared to others.

 

Regards,

Johnny

I am trying to use Customer Manager. I have outlook 2016 for Mac via office 365.  I’ve been through office support tutorials and found it easy to add a  single contact. However,  I want to add a COMPANY, so we can assign contacts to a company and look up

... Read More
57 Views
1 Reply

Hi Kim,

 

To use Outlook Customer Manager, you need to have an Office 365 account which is under an Office 365 Business Premium subscription, enabled first release and ha

... Read More

It was working earlier today and now I get this error

 

 

142 Views
6 Replies

Hi Roshan,

 

To troubleshoot 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 > Ge
... 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?

Read More
38 Views
1 Reply

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

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

... Read More
1,150 Views
9 Replies

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

IMG_0143.PNG

Read More

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

Read More

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

... Read More

Backstory:

 

Client has no CRM program. All of the contacts are listed under the admin's email account. All Sales persons have to use the admin email account to track their todo's set reminders, etc... 

 

They want to use a small CRM program and since their c

... Read More
107 Views
3 Replies

Hi Jordan,

 

What do you mean by the contacts that are only hers to go into her OCM and the rest of the contacts to go to the OCM for their respective sales persons accou

... Read More