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Outlook Customer Manager for Outlook on the Web

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Occasional Visitor

Hi,

 

I have an Office 365 Business Premium account and am trying to locate Outlook Customer Manager whilst using the web version of Outlook. I have confirmed that I have the license for it (via the @"My Account / Subscriptions" but cannot find how to access it. Could you advise how to proceed? I've tried to find a video tutorial or something of the sort but no luck.

 

Thanks,

 

Mark

5 Replies
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Hi Mark,

 

You need to access OCM from the Outlook client.

 

To identify if Outlook has recognized the OCM add-in, please click the  icon in the screenshot shows below and check if you can find the add-ins button. Also, please capture of the add-in page if you have it.

SearchFolder.PNG1705041.png

Or the OCM button will show on the ribbon as below:

1705101.PNG

 

Thanks,

Lance

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But they say that it only works on a PC and not outlook for mac. So are you saying that the only way to use OCM is if you have a PC?

 

Also you can't run OCM on android either so you have to have both a windows computer and an iphone. If you don't have that specific combination it looks like you're out of luck :(

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Hi Mark, I have the same issue. It says it's avaliable but no where to be seen.
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You haven't answered the question.
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I just figured out that you can have limited access Outlook Customer Manger from the Outlook app on Android. Simple open an existing message, tap the icon (four squares under the reply icon), select Outlook Customer Manager. This seems to be a read-only view of activity so you can't create tasks or deals, but you at least have access to this information.

 

This really needs to be a full Android app. There is an app for iOS, why can't MS build one for Android?