How do I access the outlook customer manager data files

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Occasional Contributor

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?

4 Replies
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Hello Brett,

 

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

 

Regards,

Rudy

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I would like to add an additional field as well as one or two more status' to the drop down menus.  Is the data on SharePoint somewhere, so I can make those additions for our instance of Customer Relationshiip Manager?

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I want to use excel get and transform tools to access contacts, companies, deals and timeline items - anything that is stored as a record - so I can make my own reports and analysis.  I only require READ permission.

 

Effectively, I want to be able to access this data in the similar way you can now currently access exchange online data.  I don't need to necessarily have menu access natively built into the app like the attached - I just need to be able to find the files and have something, preferably excel, but if it needs to be access, that is fine too, to read the data

 

 

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Hello Brett,

 

In my opinion, we can select Export button to export the OCM data. Please see:

20180123-1.png

 

If this feature doesn't meets your requirement, we encourage you feedback to our related team via the link below:

https://outlook.uservoice.com/forums/407082-outlook-customer-manager

Microsoft welcome you feedback on its products.

 

@Ron, if your concern is same with Brett, we also welcome you vote the idea in the above link. If not, we suggest you post a new thread for better assistance.

 

Your time and understanding are highly appreciated.

 

Regards,

Rudy