Microsoft Outlook Customer Manager Mac
- Additionally, Outlook Customer Manager’s mobile app is only available for Apple devices, and it’s prone to losing work and crashing. Customer Manager is only available to users of the Microsoft Office 365 business premium subscription plan. It costs $12.50 per user, per month, on an annual basis totaling to $150 per user.
- GetApp has a large list of CRM software that integrates with Office 365. Read reviews, buyer's guides, and product information to find the best fit.
- Jun 08, 2017 Outlook Customer Manager provides small businesses the tools they need to track & grow customer relationships. Now included at no extra cost with Office 365.
- What is Business Contact Manager? Microsoft promotes Business Contact Manager (BCM) as an alternative to customer relationship management (CRM) for very small businesses. BCM is an add-on for Microsoft Office Outlook that replicates some of the features of.
- Take your business further with productivity solutions designed for small business in Office 365 and Microsoft 365 Business, with the Office apps, collaboration tools and security features to help run and grow your business. Always up-to-date versions of Outlook, Word. PowerPoint, OneNote for Windows or Mac (plus Access and Publisher for.
Apr 24, 2017 Add Outlook Customer Manager to your workflows with Microsoft Flow. Get started with one click. Getting started with Outlook Customer Manager is easy. We’re now rolling out to Office 365 Business Premium customers worldwide and expect to be fully rolled out in the next few weeks. Hi, I am having trouble setting up OCM on my mac. The icon is available but every time I try get it to work it says 'something went wrong'. It works when logged into outlook for web but not the application. Outlook support suggested I contact Mac Support and they suggested I write here.
With Office 365, we’re eager to help your small business achieve more. That’s why we are expanding the value of Office 365 to include not only essential productivity and collaboration tools, but also new services to help you run your business. The launch of Bookings earlier this year introduced a new way to schedule appointments with your customers. Today, we are adding a new tool to help you manage your customer relationships more effectively.
As a business owner, you know that getting repeat business starts with knowing your customers well, remembering the conversations you’ve had, and following through on their requests. That can be a challenge when you have many customers to keep track of and not enough time in the day. To make it easier for you to track and grow your customer relationships, we are introducing a new Office 365 service called Outlook Customer Manager.
Outlook Customer Manager gives you a complete view of your interactions with each customer, helps you track tasks and deals in progress, and surfaces timely reminders. You can stay on top of customer relationships right from Outlook, with no need to install or learn separate tools.
Now included at no extra cost in the Office 365 Business Premium plan, Outlook Customer Manager is a cloud-powered solution designed especially for small businesses. And as your business needs grow, you can move to Dynamics 365 to take advantage of enhanced customer information, process efficiency and consistency, and deeper financial and customer insights.
Customer information in one place—without busy work
Trying to keep up with all the information and tasks from emails, meeting invites, call logs, Excel sheets, handwritten notes and other team members can get in the way of more important work. That’s why Outlook Customer Manager automatically organizes customer information—such as emails, meetings, calls, notes, files, tasks, deals and deadlines—in a timeline next to your inbox.
See customer information next to your inbox so you can act on it right away.
The information in the timeline is automatically gathered from the email, calendar and call log data from your Office 365 environment, minimizing the need to manually enter data about your customer interactions. With all your customer information gathered in one place, you can spend less time entering data, or searching for it in various places, and more time with customers.
Never miss what’s important
Within the busy day of a business owner, it’s easy to forget about items that need follow-up—or worse, fail to fulfill important commitments to a customer. Outlook Customer Manager helps you stay on top of opportunities and commitments by surfacing timely reminders, letting you associate tasks with a contact, company or deal, and listing deals by stage, close dates, priority and amount. To help you prioritize your time, the system automatically presents a Focused list of your most important customers and deals.
Dive in for a detailed view of your customers and deals, and see timely reminders.
Get everyone on the same page
At a small business, everyone pitches in for customers. But when several team members talk to a customer, it can quickly get complicated to keep track of all the communication. With Outlook Customer Manager, you can choose to share customer information with your team so everyone is on the same page.
This means the next time an employee is out sick, other team members can answer a call from their customers with all the needed information at their fingertips—from notes from recent customer calls to upcoming meeting dates, and from deal stage information to the name of that customer’s dog.
Access it all on the go
Get on-the-go access. Microsoft office for mac os.
Work doesn’t always happen in front of a desk, which is why Outlook Customer Manager has a mobile app that gives you quick access to the same customer information you’ll see at your desktop. You can check recent communication right before meeting with a customer, jot down a quick note after a meeting or scan a business card to quickly create a new business contact—all in a few swipes on your phone.
The mobile app is initially available for iOS, and over time we will bring it to other mobile platforms.
Simple to use
Outlook Customer Manager is accessible in one click from the home tab in your Outlook inbox—so you don’t need to install any new software or spend days training your team to get them started. Because your data stays in Office 365, you don’t waste valuable time setting up connectors to other software or services, or managing separate products.
Get started in one click.
Getting started with Outlook Customer Manager
Outlook Customer Manager is now rolling out to Office 365 Business Premium customers, starting with those opted into First Release and continuing worldwide in the coming months. Once it has rolled out to your Office 365 account, you will see an icon for it in the home tab in Outlook 2016 for Windows. Just click the icon to get started. If you want early access, please see this page for more information on how to join the First Release program for Office 365.
We are excited to see how Outlook Customer Manager helps you stay on top of customer relationships and grow your business. As you use Outlook Customer Manager, please tell us what you think by providing feedback in our feedback forum.
Frequently asked questions
Q. Which Office 365 subscriptions include Outlook Customer Manager?
A. Outlook Customer Manager is available with an Office 365 Business Premium subscription. We are working to also bring it to E3 and E5 subscriptions in the future.
Q. When will Outlook Customer Manager be available?
A. Outlook Customer Manager is rolling out to Office 365 Business Premium subscribers, starting with those in First Release and continuing worldwide in the coming months. If you want early access, please see support article for more information on how to join the First Release program for Office 365.
Q. How do I access Outlook Customer Manager?
A. An icon for Outlook Customer Manager will appear in the home tab in Outlook 2016 for Windows as soon as it is rolled out to your account. Click the icon to get started.
Q. Where can I get more information or give feedback?
A. Please see this support article for more information. You can share feedback with us in our feedback forum.
The Outlook Customer Manager provides an easy way for small businesses to track and grow customer relationships from right within Outlook. Today, we are pleased to announce the Outlook Customer Manager is now rolling out to all Office 365 Business Premium subscribers worldwide, and is also now available for Outlook on the web and Outlook for iOS. In addition, we’ve enhanced the Outlook Customer Manager to help you manage customer relationships more effectively, including intelligent reminders and integration with Bing, Cortana and Microsoft Flow.
More ways to access Outlook Customer Manager
Last November, we released Outlook Customer Manager for Outlook for Windows desktops and since then we have been working to expand the service across platforms. Today, we’re excited to announce the availability of Outlook Customer Manager for Outlook for iOS and Outlook on the web.
We know that access to customer information is often useful when you’re on the go. The Outlook Customer Manager add-in—now available in Outlook for iOS—gives you a quick view of a customer’s information or a deal in progress. To get started, under Add-ins, next to your email in Outlook for iOS, just tap the Outlook Customer Manager add-in. The standalone mobile app for the Outlook Customer Manager will allow you to take a detailed look at all your customers and deals, and will be available in the iOS App Store in the coming weeks.
Quickly get to customer information with the Outlook Customer Manager add-in for Outlook for iOS.
In Outlook on the web, just click the Outlook Customer Manager icon to see a quick view of customer information, such as emails, meetings, calls, notes, files, tasks, deals and deadlines. Over time we will add more functionality, including a detailed view of all your customers and deals.
Now view customer information in Outlook on the web.
Additionally, Outlook Customer Manager is now available in 39 languages, so you stay on top of your customer information in many more ways.
Get automatic reminders for emails containing customer inquiries
Within the busy day of a business owner, it’s easy to miss important emails from customers—especially when you’re heads down attending to urgent tasks. Outlook Customer Manager helps you stay on top of customer inquiries by understanding requests made in email. When an email arrives, Outlook Customer Manager looks to see if it contains a request for a meeting, information or a file, and automatically creates a reminder for you on the Today page.
Get timely reminders on the Today page.
Auto-fill customer business information with suggestions from Bing
Outlook Customer Manager lets you associate all the people you deal with from a company together, to give you one view of information coming from various sources. But spending time to set up up-to-date information on a company can keep you away from more important work. To save you time, Outlook Customer Manager now suggests company information surfaced from Bing. If you accept a suggestion, the business address, website and other information found online are automatically added to the company’s profile in Outlook Customer Manager. This feature is currently available to users who have chosen English-US language setting in Outlook.
See company information suggestions from Bing.
Let Cortana automatically schedule meetings with customers
Setting up a meeting with customers can be time-consuming—often taking more time than the duration of the meeting itself. Leveraging the new Microsoft incubation project Calendar.help, Outlook Customer Manager now offers you the option to let Cortana, your personal digital assistant, arrange meetings on your behalf, so you can focus on more productive work. The first time you try this feature, Outlook Customer Manager will walk you through the Calendar.help Preview sign-up steps. You’ll see this capability if you’re in the Office First Release program.
Delegate meeting scheduling to Cortana.
Add Outlook Customer Manager to your business workflows
Maintaining consistent customer information across the various apps your business uses can be a hassle. We made it easy to connect to Outlook Customer Manager using Microsoft Flow, so you can automate repetitive multi-step workflows needed to manage customer information. For example, with a few clicks, you can ensure that new subscribers who sign up for your newsletter in MailChimp are automatically added as business contacts in Outlook Customer Manager. To help you get started, we created a few templates.
Add Outlook Customer Manager to your workflows with Microsoft Flow.
Get started with one click
Getting started with Outlook Customer Manager is easy. We’re now rolling out to Office 365 Business Premium customers worldwide and expect to be fully rolled out in the next few weeks. You’ll know the service is available for your Office 365 account when you see the Outlook Customer Manager icon on the home tab in Outlook for Windows—just click the icon to get started.
Start with one click in Outlook—no download or installation needed.
Learn more
We put together the following resources if you need more information on Outlook Customer Manager:
- Join us for an Ask Microsoft Anything (AMA) session, hosted by the Microsoft Tech Community on May 9, 2017 at 9 a.m. PDT (UTC-8). This live online event will give you the opportunity to connect with members of the product and engineering teams who will be on hand to answer your questions and listen to feedback. Add the event to your calendar and join us in the Outlook Customer Manager AMA group.
- Read this support article.
- Check out the video:
Microsoft Outlook Customer Manager Mac Pro
We are excited for you to begin using Outlook Customer Manager to stay on top of customer relationships and grow your business. As you use Outlook Customer Manager, please tell us what you think by providing feedback in our feedback forum.
––Vivek Kumar, product marketing manager for the Outlook team
Frequently asked questions
Q. When will Outlook Customer Manager show up in my account yet?
A. We are actively rolling out the service in all regions, and expect to be fully rolled out in the next few weeks. The Outlook Customer Manager icon will appear on the home tab in Outlook for Windows as soon as it is rolled out to your account. You may want to make sure you have the latest Outlook installed from your Office 365 account.
Q. When will I see the option to schedule meetings with Cortana?
A. This feature is currently only available for a limited number of users in the First Release program. We will fine-tune this feature with preview feedback before releasing it broadly. You can help us improve the experience by trying it under preview and providing feedback.
Q. Where can I get more information and give feedback?
Microsoft Outlook Customer Manager Mac Free
A. Please see this support article for more information. You can share feedback with us in our feedback forum.