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How to disable Outlook Customer Manager

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New Contributor

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?

 

Outlook Customer Manager blurs the lines with existing Dynamics 365 instances and causing customers to become confused. 

31 Replies
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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 into Office 365 portal> Users> Active users> select one user> double click> Edit product licenses> turn Outlook Customer Manager off.

 

Wish we can provide OCM support or any service for you in future.

 

Regards,

Shuman

 

 

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I can see nowhere that OCM is listed to turn it off
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Shuman - I think you will find that your answer is wrong. Have a look for yourself. I guarantee that you cannot find it where you suggested.
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Hi Chirs,

 

Maybe I didn't make it clear. To disable OCM, we can remove OCM licenses in Office 365 portal and turn OCM license off as the image below shows.

 

001.PNG

 

If anything is unclear, please don't hesitation to post back.

 

Regards,

Shuman

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This is driving me mad.

 

I go into Store, uninstall the Customer Manager and every day it comes back.

 

I DO NOT WANT TO USE THIS! IT HAS NO BENEFIT FOR ME!!

 

I now have multiple "Outlook Customer Manager" folders which I cannot remove. 

 

Screen Shot 2017-07-18 at 10.25.12.png

 

Your suggestion as to how to diable this is not showing up at all in my preferences

 

Screen Shot 2017-07-18 at 10.16.46.png

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I'm in the same boat as Chris.

 

Capture.GIF

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And again, it turns up unbidden and definitely unwanted, bringing with it YET ANOTHER folder that I can't delete.

 

Screen Shot 2017-07-19 at 09.17.51.png 

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Hi All,

 

I totally understand your experience and will try my best to help you in this thread. I have involved our related team on this issue and keep you updated there as soon as possible.

 

Thanks for your understanding and patience.

Shuman

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Hi All,

 

Thanks for your patience. After investigation on this issue, we find a method about how to delete folders. I have replied to you separately in private message. You can click the envelope in the right corner to access it.

 

Regards,

Shuman

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Same issue for me. I'm on Office 365 Premium, and there is no separate licese for Outlook Customer Manager. We want this to be hidden from all users' Outlook--99% of our users don't manage customer relations like this and it's just another unused feature.

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a) doesn't work

b) doesn't address the fundamental issue that no many times I uninstall the Outlook Customer Manager Add-in, Outlook promptly reinstalls it every time.

 

I have actually gone into 0365 Admin and disabled Store bt this doesn't appear to have any effect either:

 

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I don't see Outlook Customer Manager at all - like everyone else as well.

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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.

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All gone quiet....

This is STILL an issue and has NOT been resolved.

What is happening with this?
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I've noted that it's still not available to disable still in Office 365. This has been going on for sometime and I'm really suprised that it's not been rectified.

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SOURCE: https://support.microsoft.com/en-nz/help/3209493/-to-assign-a-license-that-contains-outlook-customer...

 

To work around this issue, disable Outlook Customer Manager and Exchange Online for the Office 365 account. To do this, follow these steps:

  1. Connect to Exchange Online by using remote PowerShell. For more information, see Connect to Exchange Online Using Remote PowerShell.
  2. Run the following command to retrieve the Office 365 AccountSkuID:

    Get-MsolAccountSku 
  3. Run the following command, where <SKU_ID> is the AccountSkuID that you obtained in step 2:

    $LO = New-MsolLicenseOptions -AccountSkuId <SKU_ID> -DisabledPlans "EXCHANGE_S_STANDARD", "O365_SB_Relationship_Management" 
  4. Run the following command, where <TARGET_USER_ADDRESS> is the email address of the user.
    Set-MsolUserLicense -UserPrincipalName <TARGET_USER_ADDRESS> -LicenseOptions $LO 
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Why on Gods Good Green Earth would I want to "Disable Exchange Online for the Office 365 account"???

What possible reason do you have for thinking that this is an acceptable solution?
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I don't know why you would want to do that, but you might want to read the whole article. You know, the bit where it explains how to disable Outlook Customer Manager. Lets dive deep into this 4 step guide:

 

 

  1. Connect to Exchange Online by using remote PowerShell. 
  2. Run the following command to retrieve the Office 365 AccountSkuID:

    Get-MsolAccountSku 
  3. Run the following command, where <SKU_ID> is the AccountSkuID that you obtained in step 2:

    $LO = New-MsolLicenseOptions -AccountSkuId <SKU_ID> -DisabledPlans "EXCHANGE_S_STANDARD", "O365_SB_Relationship_Management" 

    See what I did there?
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  4. Run the following command, where <TARGET_USER_ADDRESS> is the email address of the user.
    Set-MsolUserLicense -UserPrincipalName <TARGET_USER_ADDRESS> -LicenseOptions $LO 

 

 

 

 

 

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To address your second question, the reason I have for thinking this is an acceptable solution is the fact that it works just fine for Office 365 Business Premium subscriptions:

 

 

Get-MsolUser -UserPrincipalName <upn> | Select-Object -ExpandProperty Licenses | Select-Object -ExpandProperty ServiceStatus

ServicePlan                     ProvisioningStatus
-----------                     ------------------
FORMS_PLAN_E1                   Success          
FLOW_O365_P1                    Success          
POWERAPPS_O365_P1               Success          
O365_SB_Relationship_Management Disabled         
TEAMS1                          Success          
PROJECTWORKMANAGEMENT           Success          
SWAY                            Success          
INTUNE_O365                     PendingActivation
SHAREPOINTWAC                   Success          
OFFICE_BUSINESS                 Success          
YAMMER_ENTERPRISE               Success          
EXCHANGE_S_STANDARD             Success          
MCOSTANDARD                     Success          
SHAREPOINTSTANDARD              Success

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Fair enough.

Although Remote Powershell is beyond my comfort level by a long chalk, and tbh its not something I can risk borking.

Toggling features on/off in admin console is my sort of comfort zone.

Thanks,

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

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Although it appears I would have to do this for each individual.  Based on what Miguel posted this morning, you could add on to this script to just disable OCM (not the O365 license) for everyone in the org. 

I briefly tested this:

 

Get-MsolAccountSku
$LO = New-MsolLicenseOptions -AccountSkuId [sku_id] -DisabledPlans "O365_SB_Relationship_Management"
Get-MsolUser | Set-MsolUserLicense -LicenseOptions $LO
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To be fair:

  1. We didn't have this option in Powershell or in the GUI until sometime in the past 2 weeks.  
    1. Or it would turn itself back on within 12 hours.
  2. Miguel didn't originally specify that he was leaving out disabling the O365 license.

At any rate it appears that MS may have fixed this.  I should know in about 10 more hours.

 

I would still like to see a global disable of this feature.

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Powershell is out of my depth too, but I've found a workaround

(We have the E3 level licencing... I'm just assuming this will work the same for other levels of licence.)

 

Go to your actual Outlook online, rather than O365 admin portal. Go to Settings/Manage add-ins. Then select 'my add-ins' and on the Outlook customer manager you can disable the add-in.

 

This has removed the OCM from my own outlook, but its not much good if you're trying to do multiple users, they will all have to do it individually.

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I've tried disabling OCM (and other stuff) through the web portal, logged in as an admin.  I double-click on a user's Office 365 Business Premium license, which then expands it with all the "features" Microsoft seems to want to cram down all its customers' throats.  I can toggle OCM off, and save my changes, but the next time I go back to that user and look it's turned back on.portal.JPG

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My Exchange Online Powershell cannot find the command Get-MsolUser.  I am just trying to disable Outlook Customer Manager for all users as we are using Hubspot instead.

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Does Outlook Customer Manager actually sync between data consistently between 2 users.  I know if it is supposed to do this but I would like to talk to someone that is actually having success with this.

 

We have 6 users and everyone is seeing different subsets of the data while one person is seeing all the data on both of their devices.

 

Frustrated Frank

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Frank, OCM does indeed sync data between users, however the syncing process can take hours or longer.  This is one of the many shortcomings of OCM, and why I am no longer using it.  I use Hubspot.

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I am not completely sure what turning off this license does ... I tested this today and it doesn't seem to stop the user from running the OCM add-in or viewing any of the existing shared data.  I would like to remove the OCM add-in from all the users' Outlook & OWA instances.  It it possible to do this for each individual user by going to OWA > Settings > Manage Add-ins and deleting the add-in there.  It will then disappear from Outlook if the user is running that locally.  However, I haven't found a means to affect this change in bulk administratively.  Ideas? 

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I wrote this bit of Powershell to comb through the mailboxes and remove the app from every mailbox ... use at your own risk.  You have to establish a session to Office365/Exchange before you run this: 

 

 

$mailboxes = Get-Mailbox;

foreach ($mailbox in $mailboxes)

{

    $ocm = $null;

    $ocm = Get-App -Mailbox $mailbox.UserPrincipalName | Where-Object {$_.DisplayName -like "Outlook Customer Manager"}

    if ($ocm -ne $null) { Remove-App -Identity $ocm.AppId -Mailbox $mailbox.UserPrincipalName -Confirm: $false }

}

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I realise this is an older thread, but I found a solution that worked for me.

Additionally to removing the license for the customer manager, you also need to disable and/or remove the add-in itself. For some reason this can only be done in the Outlook Web Application (OWA).

To do this, log on to OWA, click Settings > Mails > General > Manage add-ins. There you can disable the add-in by unchecking the box or completely remove it by selecting it and clicking the minus-icon at the top. Then simply restart Outlook and it will be gone. Hope this helps anyone still struggling.

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