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

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

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

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 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

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.

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.

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

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.

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

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.

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? 

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 }

}

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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