11-14-2016 09:01 AM
11-14-2016 09:01 AM
Outlook Customer Manager, a new Office 365 service, helps small businesses track and grow their customer relationships right within Outlook. It gives a complete view of interactions with each business contact, helps track tasks and deals in progress, and surfaces timely reminders—all next to your inbox. Outlook Customer Manager will be available at no extra cost to Office 365 Business Premium subscribers – beginning with those in First Release program and continuing worldwide in the coming months. It is turned on by default allowing users to access it in one-click from the home tab in Outlook 2016 for Windows, and includes a mobile app. Learn more at Outlook Customer Manager relationships made easy for small businesses
11-15-2016 03:04 AM
There is only mention of IOS and windows options for the Outlook Customer Manager, were is the version for Mac OS version ?
11-16-2016 08:27 AM
We would REALLY like this feature in our Office 365 E3 tenant. Please help to make it available sooner rather than later. :)
12-09-2016 03:23 AM
@Welly Lee Some questions. All contacts are stored in the "regular" Outlook contacts? Can we use a central/managed contacts "database". And is it possible to use Customer Manager data? Like use an API or something like that. For example, when I create a new deal, I want to pull of some action to create a supporting SharePoint (online) site.
And is it possible to customize Customer Manager? For example can I change "Deals" in "Licences"?
12-11-2016 01:43 PM
Hi! I'm a little confused. I have an Office 365 Business Premium license, "first release" option is activated and assigned to my users but OCM is not showing up in Outlook tabs. I really like this option and I really need it ASAP. Could someone help me?
01-23-2017 08:14 AM
We were using BCM and then had to switch over to CRM which does not really work for us. We are using Enterprise E3 and my understanding is that the Outlook Customer Manager only works on the Office 365 Business Premium right now but will for Enterprise E3 in the near future. From the looks of it the Outlook Customer Manager would be a better fit for us. I have done beta testing for Microsoft and previously had ben a MSDN developer. Also I developed major CRM systems for several banks in the past. Is there a way to connect with the beta development team for E3 and become part of the beta program? David A Billings, President CEO GVP Global Corp
01-23-2017 01:56 PM
01-23-2017 03:33 PM
01-30-2017 05:59 AM
Where are the instructions on how to use Outlook Customer Manager. I have installed it, but don't know how to use it.
01-30-2017 06:21 PM
You can refer to the following blog post to get started: https://techcommunity.microsoft.com/t5/Outlook-Blog/bg-p/Outlook