Setting up Outlook Customer Manager (OCM)

Brass Contributor

Hi,

We are a three user site with Office 365 Business Premium subscriptions and use O365 on Windows 10 machines as well as Android mobile devices. On the mobile devices we run the Outlook app. 

 

Two of us are mobile and one is office based.

 

I am the administrator of the group and am looking for assistance setting up and rolling out OCM to all three of us.

 

  1. I note that each user can add contacts and then share them as business contacts so that they show in OCM for all three of us. Obviously this is not best practice from a company data integrity point of view. Ideally I want all company contacts saved in one central repository and then shared with the users.
    1. How does one do this and where does one save the contacts?
  2. We then need all of these contacts visible and accesable on all three of our handheld devices.
    1. How does one set this up?

Many thanks

 

 

 

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