Outlook Customer Manager Trial

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Occasional Contributor

Hi,

 

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.  

8 Replies
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Hello Shane,

 

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:

  1. On OWA, please click the received emails sent from your organization users, and you can see the OCM icon in the read pane.

  1. In Outlook client, please check if you have saved your Office 365 for Business credential to the Windows Credential Manager(Note: when you open the Outlook client, a pop-up windows let you input the password, please complete it). And then you can see the OCM in the ribbon. Or you can access the OCM by clicking More () button > Add-ins to access to OCM.

 

If you still can't see it, please wait for almost 24 hours to check it again.

 

Regards,

Rudy

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Hi Rudy

1.

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.

 

2.

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

 

 

Regards

 

Shane

 

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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.

 

Regards

 

Shane

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Hello Shane,

 

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.

 

Regards,

Rudy

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Hi Rudy,

 

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 

Regards

 

Shane

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Hi Rudy,

 

Any progress on solving this problem?\\Best rgerads

 

Shane

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Rudy

 

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 xxxx@xxxxxxxxxx.com

But

I can also see another email profile has been set up xxxx@xxxxxxtrial.onmicrosoft.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!

Great!

 

Now how can i get it to appear on the hundreds of emails I have on the  xxxx@xxxxxxxxxx.com 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

 

Regards

 

Shane

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Hello Shane,

 

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.

 

Regards,

Rudy