Jul 30 2018 08:17 AM
Jul 30 2018 08:17 AM
I am evaluating basic CRM systems for our company - and today i want to set up a trial of Outlook Customer Manager. I have installed the trial of Office 365, and have begun using Outlook. I can't see the option of Customer Manager on the ribbon on top - what setting do I need to change to enable this?
I assume it's available on the Office 365 trial - is this correct?
When I look at 'Product License' in the Admin Centre, I can see that 'Outlook Customer Manager' is turned on.
Jul 31 2018 12:30 AM
Thanks for posting here.
Yes, you need to be assigned the Outlook Customer Manager license.
For access the OCM, please see the following two scenarios:
If you still can't see it, please wait for almost 24 hours to check it again.
Jul 31 2018 01:13 AM
Thanks for your reply. When I look at a received email from one of my organization users there is no sign of OCM - see image.
I don't undertsand this fully - but I believe this is done - I attach a screengrab of the credentials manager.
When I open outlook I do not get prompted for a password.
I cannot see the 'more...' button for add ins. But when I look at my subscriptions it it listed there - see screengrab attached
Jul 31 2018 04:22 AM
Here are the screengrabs I promised on my last email.
I have checked everything I can think of now - all setting look good. I removed and re-added the subscription / add in for OCM just to see if that would work but it didn't.
I am keen to roll this trial out to 7-8 people in my company now - but it's all about evaluating Outlook Contact Manager so please do your best to resolve this.
Aug 01 2018 11:02 PM
Thanks for your reply.
As the time is over 24 hours, may I know if you can access the OCM successfully? If not, please check if the Outlook client runs in the latest version.
Looking forward to your update.
Aug 02 2018 02:33 AM
No - there is no sign of OCM still.
Yes it is the latest version of outlook - I just downloaded it 4 days ago - see screengrab here
Aug 07 2018 06:11 AM
I have made some small progress in my investigations of this issue.
I can see that all my emails (hundreds of them) come as normal into firstname.lastname@example.org
I can also see another email profile has been set up email@example.com
I just found this today - it might have been there all along. Now when I look into this profile there are some emails from the Microsoft tech community and the office365 message centre (a total of 5 over the past week). When I open one of these 5 emails I can see the OCM button on the message ribbon!
Now how can i get it to appear on the hundreds of emails I have on the firstname.lastname@example.org profile?
Once I can get this working I can get the rest of my team to install this trial & we can evaluate sharing contact info
Aug 08 2018 08:44 AM
Sorry for the late reply.
May I know if the xxxx.com is the custom domain of the xxtrial.onmicrosoft.com (An Office 365 Business Premium) tenant? If so, you can access the OCM. And you may need to more time to let the service release to your tenant.
If not, you may can't use that custom domain to access to OCM.