11-12-2018 01:07 AM
11-12-2018 01:07 AM
hope some of you can he,p me out with any help here.
I like to use OCM for some time until our own IT Team comes up with a new solution. So far for our Sales Team it is most likely all we need in the moment. I added the needed lines to the Contacts.
Now i have some understanding questions:
1. after installation it opens a group. Also i can share my contacts, Companies and Deals with Team Members. How can generate an overview on a sharepoint site for our Team Leader or even in Power BI to give him overview in what situation the leads & Prospects of each Member is?
2. How can i access the database? Where are the Deals and Companies stores? So far just a contact pops up as soon as i make one for a company.
After I import a list of companies in OCM they didn't showed up in my Outlook contacts, which is totally fine... :) but where are they and how can i make a sharepoint list of those contact given free ?
Any help or suggestion how i can make an Overview for the team leader in which phase are how many companies and how many Actions (Phone/Email/Meeting) are added/Done would be great.
All the best to anyone and thanks for your help in advance... :)
11-12-2018 10:27 PM
Thanks for posting here.
1.Based on my experience, there is no method to link the OCM items with PowerBI or SharePoint site.
2.The data is stored in the corresponding O365 group named "Outlook Customer Manager" that the system generated at the first time you use OCM. But it cannot be directly accessed, you may use the export button in OCM to export them in a CSV file to make lists of them.
11-12-2018 10:31 PM - edited 11-13-2018 11:41 AM
thanks for your answer.
Got a question for you.
If the Data is stored in the Group, which also has a SharePoint site automaticly, is there any way i can make a list view in the SharePoint site which contains the Contact/Company and Deal Information which are shared with this group?
Thanks for your help in advance.