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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Any update when it wil be available in E3?

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At this time we do not have timeline for making OCM available for E3. I would encourage you to vote for the request at OCM user voice http://aka.ms/ocmfeedback -- this will help us prioritize the work.
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I'm still waiting for OCM, does it just magically show up at some random time/day?

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If you have Office 365 Business Premium subscription AND opted in for First Release but still not seeing "Customer Manager" button on your outlook, please contact Office Support.

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Sepnt 30min on the phone with Office Support. They where no help, said I would just have to wait until the button shows up on the tool bar. This is still extremely frustrating ----

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I apologize for the difficulty -- I will contact you and follow up directly to make sure we resolve this issue asap
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Hi Welly, I have an Office 365 Business Premium subscription AND opted in for First Release but still no sign off Customer Manager as of 02/02/2017 (reading pane set to right/bottom). Is it possible to force installation? 

Thanks 

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OCM is installed automatically - can't force reinstallation. I will contact you separately to get the info we need to investigate
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Hi,

 

Does the whole company need to be on First Release? Or will the individual user that I have set to F.R. get it anyway?

 

/Stefan

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Hi, can you also contact me please. Have spent some time with Office support, since I had a desktop that reported normal channel and my laptop which is showing first release with the same user id that has been first release for months. A reinstall got my desktop to show the correct channel but still no Customer manager.

 

 

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I'm an Office 365 Business Premium subscriber and set to first relese.  After repleatedly checking for updates, I still do not have OCM.

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I'm on Office 365 business premium first release, and have been trying to obtain the customer manager since November....still nothing. I have call Microsoft support on x4 different occasion, and still nothing. please help. 

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Did anyone contact you?


@Andy Collinson wrote:

Hi, can you also contact me please. Have spent some time with Office support, since I had a desktop that reported normal channel and my laptop which is showing first release with the same user id that has been first release for months. A reinstall got my desktop to show the correct channel but still no Customer manager.

 

 


 

Yes Welly did but not heard anything more since I responded as yet.

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This still hasn't been made available to us.  We have been first release for everything yet still can't access it.

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The issue with Andy's account was resolved Feb 12
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please refer to http://aka.ms/ocmblog for articles on how to get stated
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As of today (2/21/17) our organization still does not have access to OCM. We joined First Release. Only 2 people (myself and the CEO) are on the First Release. Does everyone in the organization need to be on First Release in order to gain access to OCM?

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It needs to be entire organisation. Once I did this it appeared about 24hrs later. So turn on entire org option, dont just add everyone since that would not work.

It seems an odd way to do it since it removes the option to test before rollout.
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Hello

 

I've the premium account, already did all steps mentioned, but still no OCManager on outlook... can you help me figure out what is wrong?