SOLVED

OCM to be retired

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Occasional Contributor

I read the announcement in the OCM UI. OCM is to be withdrawn on 30 June 2020. An obviously huge annoyance (why did Microsoft bother with OCM only to kill it?) but I won't say more than that. A PowerShell script is provided to copy data to a CSV file. I haven't tested the script yet, but I sincerely hope that MS has. Will the script be maintained beyond 30 June 2020?

 

Here's the PS script: https://go.microsoft.com/fwlink/?linkid=2110463

5 Replies
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@Andy_In_SoCal I read that as well and kinda sad as we just started using it and it seems like a really nice, basic solution for someone starting out. What would the community recommend moving to? Would ideally like to keep costs to a minimal and I noticed HubSpot has a free plan but is there anything else that comes recommended?

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@ajaffarali Thanks for your note. Several of our colleagues use TL LeadManager and you can pre-populate the database using a CSV file. I find the LeadManager UI kinda cluttered and I don't know if it supports user-defined attributes as OCM does. But thanks for bringing HubSpot CRM to our attention. Gonna take a closer look. Our users are brokers who have client bases of usually <2000 so HubSpot CRM for free might be suitable. Hope that it can be pre-loaded from an external file.

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The only reason I got the Business Premium office 365 is to have an integrated OCM so that I don't have to deal with the cost of another supplier. and now they get rid of it for the second time in their history. Very poor form Microsoft  @Andy_In_SoCal 

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We're still in the trial period for it and OCM was one of the reasons we went for O365. Good thing I can cancel the service without paying anything for it.
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Solution

@Andy_In_SoCal to answer your question"Will the script be maintained beyond 30 June 2020?" according to https://support.office.com/en-us/article/export-or-delete-your-outlook-customer-manager-data-1a421cb...  the direct quote is"Note: This option won't be available when Outlook Customer Manager is retired."  Hope you find the response useful.