Introducing Outlook Customer Manager

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Microsoft

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

56 Replies
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There is only mention of IOS and windows options for the Outlook Customer Manager, were is the  version for Mac OS version ?

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We are planning to support Outlook web (OWA) in the near future for Outlook Mac users. I encourage you to post the feedback suggestion on user voice at https://outlook.uservoice.com/forums/407082 for a native Outlook Mac OS support.
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We would REALLY like this feature in our Office 365 E3 tenant.  Please help to make it available sooner rather than later. :)

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Eric, would you initiate user voice request at https://outlook.uservoice.com/forums/407082 so others can also vote on this request?

Thanks again for everyone's great responses.
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@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"?

 

Thanks, Mike

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@Mike Jansen, the contacts are stored as Outlook Contact with special flag. Hence, you can use the existing EXO contact API. As far as the other customization you mentioned, unfortunately, we do not have extensibility support yet. 

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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?

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@Marian Stancu, the feature is being rolled out to Business Premium on first release and we estimated to complete the roll out after the new year. Your teanant may not get its turned to be upgraded with this feature.

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Almost 2 months since this was announced! Any word on the progress of this rollout? Seems really slow

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@Jimmy Powers - thanks for the follow up. Yes, the roll out has been slower due to the holiday. We hope to pick up this week and catch up to complete the roll out to Business Premium on First Release in the next few weeks

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OK, thank you!

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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

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HI there, Really need to install this, we have all requirements and i check every day but do not have this update. When will it be pushed to me? Is there please a manual download place i can upgrade at? Thanks NW
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Ned, are you in First Release? (To check, go to O365 Admin, Settings > Organization profile > Release preferences.
If so, you should have OCM by this week. Otherwise, it may take a few more weeks before we complete rolling out to standard release users.
David, unfortunately at this time OCM is offered only to Business Premium subscribers.
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Where are the instructions on how to use Outlook Customer Manager. I have installed it, but don't know how to use it.

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How did you install it?

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You can refer to the following blog post to get started: https://techcommunity.microsoft.com/t5/Outlook-Blog/bg-p/Outlook

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Outlook Customer Manager will be automatically installed -- no manual installation steps needed.