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Minimum version for Outlook Customer Manager

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Microsoft

Outlook Customer Manager is automatically installed to O365 Business Premium subscribers. It requires Outlook for windows with minimal version of 1611 (build 7521.2072) -- see version and build releases

 

To check your outlook version, navigate to File > Office Account and look under Office Update

 

MinVersion.png

 

If your outlook is older than the mininum version, go to http://www.office.com and logon to your Office 365 Business Premium account. 

 

Look for Office 2016 installation link to download and reinstall to the latest office version.

office install.PNG

64 Replies
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I have 1611 (7571.2058), but still no OCM available while I'm on First Release. Is there any place where I can find the rollout schedule for the FR tenants? I'm on FR with a Dutch O365 BP license/tenant. Any idea?

 

Thanks in advance!

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We are still in the middle of rolling our to all Business Premium First Release and may take a few more weeks before we complete the roll out to everyone in FR. It looks like your tenant is still in the queue.
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We are on Office 365 Business.
Installed ver is 16.0.7369.2038
We are on first release as well.
Could you check if we are still in the queue?

 

Can you tell me if Outlook Customer Manager will allow us to manage our On premise Exchange 2013 Contacts?

We currently have IT do it in ECP. If not will this change as we move our email into 365.

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Outlook Customer Manager (OCM) requires Exchange Online (EXO) account -- please note that we currently offer OCM only to O365 Business Premium subscription.
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Hmm. Ok.

 

Actually. Just did another install which said I am on :

 

First Release for Current Channel (Office insider Slow) Ver 1611, Build 7571.2072

 

Not sure how I got a different version on this other pc. I think its mixed. I am logged onto two different orgs. One has mail in 365

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I see. I have one customer on Business Premium, but on prem exchange still. Another in 365 but with E3 licences not enabled for OCM yet.

 

I'll try another which ticks both boxes.

 

I really would like to know if it can provide end user editing of contacts (I assume you suck them into the crm, don't know how that works with users who are not on preview where there is a mix)

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And so I just picked the admin account for the customer on 365 business premium, who is largely on prem, however the admin account is admin@xxx@onmicrosoft.com and only exists in exchange online.

 

Using version : First Release for Current Channel (Office insider Slow) Ver 1611, Build 7571.2072

 

With a mail profile pointed at that account, I still do not see the Outlook Customer Manager icon on my outlook home screen... Help?

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OCM enable user to edit business contact
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We are still in the process of rolling out to Business Premium subscribers who opted to First Release. It will take another few weeks before we roll out to everyone on First Release. After which, we will start rolling out to all other Business Premium subscribers.
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could you check that we are still on the list as you did for the other client?

 

When you say edit business contact with OCM.

 

If exchange online has user mailboxes, shared mailboxes, distribution lists, and contacts.

 

In what way does OCM integrate with distribution lists and contacts? Do contact move into some sort of isolated CRM that only OCM can see and edit, or do they remain in the GAL, OCM users can edit them, and non OCM users can still use them as normal contacts?

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OCM stores the customer information in EXO contacts -- the basic information (name, contact info) is accessible through outlook contacts -- but custom properties created from OCM are only shown on OCM view. Also, when you share a contact, the contact only shown on OCM to others.
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I have 1609 (7369.2095) and still no OCM. My O365 Business Premium license shows OCM in the list of included apps...does this mean that it has already rolled out to my account and, if so, is there another admin step to activate it?
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@Dean Tobler, you should look for "Customer Manager" on your Outlook home tab to check if  OCM has been rolled out to your tenant. The OCM license on the admin mark your tenant to be provisioned. After the OCM has been provisioned, you can use the admin UI to remove OCM frrom your tenant. 

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Dean,

Where did you find OCM in the list of apps in your admin center?

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Any Updates on the OCM  Roll Out ?    USA Market, Business Premium First Release Customer.

 

Not showing on my Ribbon, nor does it show up in the Apps List or Add In.  

 

 

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Wondering if there is a timeline yet for roll out. I was planning to implement a third-party CRM by the end of December and after the launch of OCM put it on hold until mid-January, but that's rapidly approaching and despite seeing the licence OCM still hasn't been provisioned. Is there a way of speeding it up or at least finding out when?

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Agreed. I have a current third party CRM that I would like to phase out now and us OCM. I've been waiting for the update but it's taking longer than expected. Is there any way to request an early update? We are on First Release.
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@Stuart Bruce, @Alexander Brasowski, apology for the slow roll out. We are working to accelerate the roll out and get OCM to all Business Premium users as fast as we can, but it may take a few more weeks for us to complete roll out to all Business Premium on First Release.

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Hi.

I'm on outlook 365, in a exchange 365 environement, and on first release. My outlook is up to date to 7571.2109 I'm wondering if there is any way to know when I'll reveice the outlook customer manager update.

 

Also, if outlook is in french, does it matter?

 

And do you have an idea of when the update will be released at large (weeks, months?)

 

Thanks

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@Deleted, outlook customer manager supports french version of outlook, so you should be ok. Our goal is to complete roll out to all Business Premium subscribers who opted in for First Release in the next few weeks. All other Business Premium shubscribers should have the application in the next 2-3 months.

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@William van Voorthuijsen, apology for not responding earlier. Unfortunately, we do not have a report where you can check the progress of the roll out. As I mentioned in the earlier thread, our goal is to complete roll out to all business premiums on first release in the next few weeks.

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Welly,

 

Thanks for your response. I am now live with this and have been able to try it out.

 

As far as I can tell - Marking a contact a business contact seems to make a shared contact folder that is isolated from the GAL (Global Address List). All users accessing that contact would need to be made members of the group, use OCM, or be given explicit access to the contact group that is shared out of the OCM account. When they hit the To: button in their email, those contacts do not show up in their address lists unless they manually right click the contact list, and add it as an address book.

 

In other words. If I currently have 400 contacts in Exchange online in the GAL. In order for someone to edit them without ECP, I would need to move them into OCM, make them all business contacts, rollout OCM to all staff, then add it as an address book for each staff member before it would show up in their regular to: list as before.

 

Do I have that right? OCM does not seem to provide any more functionality to edit the GAL contacts where they are, I would need to move them into the OCM system, and remove from GAL contacts?

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If I spin up a trial Tenant of Business Premium, will OCM be available? I am looking to test this out.

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Is there a web version planned for this? We're using Macs and I don't suppose Mac for Outlook will get this so it would be nice if the web version gets it.
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@Luke Celente, if you create a new business premium tenant AND set the release preference (admin > setting > organization profile > release preference)  to "first release", you should have the OCM within a week.

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Welly,  I created a demo tenant 12/20 and have checked the first release preview a few weeks back and have also run office updates, etc..  still no go with OCM.  any suggestions?

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So I did finally get the OCM Button in outlook.....but try to start it and I get "We are sorry OCM is not available for your account yet" I am first release business premium. Have the button in my tool ribbon.....doesn't function
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Kenneth,

Ironically I had OCM working for the last few days and had been entering contacts, logging activity, etc. Yesterday, all my info went away and now I am getting the "We are sorry OCM is not available for your account yet".

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That is a shame.....I am really looking forward to this addition to outlook.  I was really looking forward to starting 2017 using this.  I will wait.... but am ready to start using it!!

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Luke,

 

If you create a new trial tenant for Office 365 Business Premium and opt-in for First Release (before creating users), you should get OCM by next week.

 

Welly

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Is it normal that I see Outlook Customer Manager in the licence list but still nothning in outlook?

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@Alexander Brasowski - I am sory that you have problems reconnecting. We are working to investigate this issue

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The OCM license may show up before OCM are installed - so this is expected. Are you on First Release? If so, you should have OCM by next week. Those outside First Release will have OCM later.

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We should resolved the issue with your account -- expect you access to OCM restored by the end of this week.
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I'm in a strange situation for a few hours now. My complete tenant is on FR, but I got OCM for just one user. The other users don't see the icon in the ribbon, just one user got it.

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William -- we provisioned OCM to your account. All other users in your organization should get OCM by next week.
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I've Outlook 2016 with 2 accounts;

 

1) info@company.com

2) william@company.com

 

Only when I'm in the inbox of info@ I see the icon of OCM, when I click on inbox of William the icon is gone. But I think I have to wait to next week anyway :)

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I have the latest version of outlook and am a O365 Business Premium subscriber but I do not see Outlook Customer Manager. What do I need to do?

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You should also be on First Release to speed up the deployment. I think, but I'm not entirely sure, that having Modern Authentication enabled in Exchange Online also helps speed up the deployment.

Enable Exchange Online for modern authentication - https://support.office.com/en-us/article/Enable-Exchange-Online-for-modern-authentication-58018196-f...
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Hi Welly,

Still waiting to see this option show up in our Outlook. Version 1611 (Build 7571.2109), First Release enabled. Any way to know when this will happen? Like others, we've been waiting to roll out an alternate CRM solution.

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Greg,

 

If you are on First Release, you should start seeing OCM within the next couple of weeks.

 

Welly

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I have the same message as the Outlook Customer Manager finally showed up today. Looking forward to using this functionality.

 

We're sorry
Outlook Customer Manager isn't available for your account yet. Outlook Customer Manager is new, and we're still rolling it out. We're sorry it isn't available for your account yet, but we're working on bringing it to all Office 365 Business Premium subscribers.
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I also received the "We're sorry" message after Outlook Customer Manager finally appeared. The bait and switch is quite frustrating.

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I too just got the icon in the Ribbon, but get the 'We'r Sorry. . ." error when logging into my account. Amazing how poorly Microsoft can communicate what will actually happen and when in a software rollout. It is like they are a startup that have never developed an application before. LOL.

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Outlook Customer Manager is designed to simplify set up and to automate configuration changes you may need to do manually. Hence, the roll out involves significant changes in the backend and depedent systems that results in the rollout being much slower than we expect.

 

I understand your frustration. I ask for your patience and continue to report any issue so we can get the feature to you as quickly as we can.

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Hi.

 

I Finnaly got the ribbon icon, everything works fine except one thing. When I try to add a company to my contact, it won't let me save. I know it's in beta but did anyone elese get this issue? Is there a way to create the company or edit it?

 

Thanks again for your help.

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I have Office 365 Business Premium, "first release" option is activated.

I'm still waiting for OCM to show up, does it just magically show up at some random time/day?

This is really frustrating :(

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I apologice for the issue. You should have OCM if you opted in for first release. Please contact Office support for assistance.

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@Deleted please contact office support for assistance.