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Track and grow your
customer relationships right within Outlook
.
. . on your desktop.
Watch a 2 min intro video
on Outlook Customer Manager from Microsoft
-
Keep customer
information in one place. Spend less time
managing data and more time with customers. Outlook
Customer Manager automatically organizes information,
including emails, meetings, calls, notes, tasks, deals,
and deadlines in one place.
-
Never miss what’s
important. No more losing
customer emails and tasks in your inbox. Timely
reminders and a unified list of your most important
contacts and deals help to ensure that what matters is
top of mind.
-
Get team members
on the same page. Share customer
information with your whole team so that customers have
a consistent experience no matter who they talk to.
-
Get started simply.
With Outlook
Customer Manager, you don’t have to install new software
or spend days training your team. And 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 with Outlook Customer Manager
"Start
using Outlook Customer
Manager in Outlook
- You can access Outlook
Customer Manager through the
button on the Outlook ribbon
or through the navigation
pane. The Customer Manager
button on the ribbon is
located on the Home tab,
which is the default tab
when you're viewing your
email. An Outlook Customer
Manager pane shows you all
pertinent information about
a contact from your email."
Import
data to Outlook Customer Manager. "You
can import your contacts,
companies, and deals from an
Excel spreadsheet. This can
be helpful if you're
migrating from an existing
contact management solution
to Outlook Customer Manager.
. . .
Import data from a
.CSV file . . .
1. Open
Outlook, click on the
More (...) icon in the left
vertical Outlook
navigation pane,
and then select Add-ins to
launch the detailed view of
Outlook Customer Manager.
2.
Select the Contacts tab if
you want to import contacts,
Companies tab if you want to
import companies or Deals
tab if you want to import
deals."
Outlook Customer Manager FAQ - Office Support
https://support.office.com/en-us/article/Outlook-Customer-Manager...
Outlook Customer Manager works
within Outlook to track customer communication
history, help you stay up-to-date on tasks, and assist in maintaining customer relationships. Outlook
Customer Manager and its mobile companion app are included at no
additional cost in Office 365 Business Premium plans ...
https://www.google.com/search?q=customers+and+contacts+in+outlook
Outlook Customer Manager
works with your
existing Outlook
contacts.
All of your
current contacts are
added
automatically.
You can also add
new contacts from
email messages
or from the
Contact pane.
Open the email
message and then
choose Customer Manager
on the
top
ribbon.
Share
information in Outlook
Customer Manager -
Office Support
Outlook Customer
Manager, Contact Manager
App | Office 365
No more losing customer emails
and tasks in
your inbox.
Timely reminders
and a unified
list of your
most important contacts and
deals help to
ensure that ...
You can import
your contacts,
companies, and
deals from an
Excel
spreadsheet.
This can be
helpful if
you're migrating
from an existing
contact
management system
or another
application such
as Quickbooks...
Outlook Customer Manager
small businesses
track and grow
relationships
with customers.
It adds
functionality
to Outlook to
show customer communication ...
May 7, 2018 - ...
OCM is
actually
integrated with Outlook
contacts list.
.
. .When
adding
a contact
to OCM, it
should be listed
under associated
BP
(Business
Premium) account contacts
list.
. . . and
the Outlook
contacts will be
listed under
"All contacts"
in your OCM, it
is different
from "Business
Contacts"
(Business
Contacts
are the
contacts added
inside
or imported into
OCM).
Oct 25, 2018 - While
you can't
directly import
the list to Outlook
from QB,
you can export
.
. .via
a CSV file . . .
Video: Outlook
Customer
Manager -
Adding Tasks
support.office.com/en-US/article/Video-Create-business...
Video: Create business contacts in Outlook
Customer Manager. Outlook for Office 365
Outlook 2019 Outlook 2016 More... Less. Try
it! ... To open Outlook Customer Manager,
select the Customer Manager icon on the
Outlook ribbon. Create a business contact.
Open an email message. The Outlook Customer
Manager pane to the right of the reading
pane ...
Applies To:
Outlook
for Office 365, Outlook 2019, Outlook 2016
support.office.com/en-US/article/Video-Use-the-Outlook...Easily
create a new business contact by searching for business contacts from
your phone or from LinkedIn. Install the Outlook Customer Manager iOS
App Search for the Outlook Customer Manager app on the AppStore and
install the app on your iPhone.
Applies To:
Outlook for Office 365, Outlook 2019,
Outlook 2016
support.office.com/en-US/article/Video-Track-sales...
Try it! Manage sales opportunities with deals in Outlook
Customer Manager. Create a deal. Select an email to view
information about the contact in the Outlook Customer
Manager pane to the right of the reading pane.
Applies To:
Outlook for Office 365,
Outlook 2019, Outlook 2016
Connectors with
other Microsoft Apps:
https://docs.microsoft.com/en-us/connectors/ocm/
https://support.office.com/search/results?query=outlook+customer+manager+Outlook+&isEnrichedQuery=true
support.office.com/en-US/article/Get-started-with-Outlook...
Start using Outlook Customer Manager through
Outlook on the web. When accessing your
email from the web, you can now also access
Outlook Customer Manager data. 1. Go to any
email in Outlook on the web. 2. Find the
Outlook Customer Manager icon in the right
hand corner. 3. Selecting the icon will open
the app right next to your email.
Applies To:
Outlook
for Office 365, Outlook 2019, Outlook 2016,
Office for business
support.office.com/en-US/article/Outlook-Customer-Manager...
Work with Outlook Customer Manager. Outlook
customer manager links all of your
activities to their appropriate contact,
company, or deal so you can find them
quickly and the Today screen offers you a
focused view of your upcoming activities,
hot deals, and tasks. It also helps you
prefill company information using Bing.
Applies To:
Outlook
for Office 365, Outlook 2019, Outlook 2016,
Office for business
support.office.com/en-US/article/Create-contacts-companies...
Mark an existing contact as a business
contact in Outlook Customer Manager. Choose
Contacts from the Outlook Customer Manager
home page. Select a contact from the list
and then choose View Details. Scroll down
and move the Business contact slider to the
right ( yes), then choose Save.
Applies To:
Outlook
for Office 365, Outlook 2019, Outlook 2016,
Office for business
support.office.com/en-US/article/Share-information-in...
Share information in Outlook Customer
Manager. Outlook Customer Manager allows you
to share contacts and companies with the
rest of your team. All shared items are
placed into a shared group called Outlook
Customer Manager. Every member of that group
will automatically see the shared items on
their contacts, companies, and deals pages.
Applies To:
Outlook
for Office 365, Outlook 2019, Outlook 2016,
Office for business
answers.microsoft.com/en-us/msoffice/forum/msoffice_o365...
Outlook Customer Manager is now rolling out
to Office 365 Business Premium subscribers,
starting with First release. Once it has
rolled out to your Office 365 account, you
will see an icon in the home tab in Outlook
2016 for Windows. Just click the icon to get
started. Feel free to post back if you have
any questions.
support.office.com/en-US/article/Log-activities-in-Outlook...
Outlook Customer Manager allows you to track
a variety of activities and link them to
deals, contacts, or companies. You can add
meetings, create tasks, upload files, and
enter notes from any item. Add an activity
to a contact, company, or deal. With Outlook
Customer Manager, any email messages you
send to a contact are automatically logged.
Applies To:
Outlook
for Office 365, Outlook 2019, Outlook 2016,
Office for business
support.office.com/en-US/article/Flow-integration-for...
It is part of your Office 365 subscription.
Outlook Customer Manager is one of the apps
you can connect to others. If, for example,
you manage a SharePoint list with your
contacts, companies and deals, you may want
to see them in your Outlook Customer Manager
and don't want to have to enter them a
second time.
Applies To:
Outlook
for Office 365, Outlook 2019, Outlook 2016
support.office.com/en-US/article/Log-activities-in-Outlook...
Outlook Customer Manager allows you to track
a variety of activities and link them to
deals, contacts, or companies. You can add
meetings, create tasks, upload files, and
enter notes from any item. With Outlook
Customer Manager, any email messages you
send to a contact are automatically logged.
Applies To:
Outlook
for Office 365, Outlook 2019, Outlook 2016,
Office for business
support.office.com/en-US/article/Focused-items-in-Outlook...
Focused items in Outlook Customer Manager.
As you work with Outlook Customer Manager,
you can add tasks to your contacts,
companies, and deals to keep on top of
things. Also, the program will learn which
of your customers, contacts, and deals are
the most important. You can view those items
at the top of any Outlook Customer Manager
view,...
Applies To:
Outlook
for Office 365, Outlook 2019, Outlook 2016,
Office for business
Outlook Customer Manager
- Initial
Training/Orientation
Outlook Customer Manager FAQ
Get started with Outlook Customer
Manager
Create contacts, companies, and
deals in Outlook Customer Manager
Import data to Outlook Customer
Manager
Find activities linked to an
Outlook Customer Manager item
Log activities in Outlook Customer
Manager
Focused items in Outlook Customer
Manager
Customize Outlook Customer Manager
Share information in Outlook
Customer Manager
See Office
OCM blog posts
here and user forums
below:
https://outlook.uservoice.com/forums/407082-outlook-customer-manager
https://outlook.uservoice.com/forums/407082-outlook-customer-manager/filters/hot?page=1&status_id=1459625
support.office.com/en-US/article/search-companies-from...
Search Bing when creating a new company. When you create a new
company, start typing the company name in the Name field. Outlook
Customer Manager will display a drop-down showing existing companies
as well as an option to Search companies from Bing.. Once you choose
Search companies from Bing, Outlook Customer Manager queries Bing
anonymously.
Applies To:
Outlook for Office 365, Outlook
2019, Outlook 2016, Office for business
support.office.com/en-US/article/search-companies-from...
Search Bing when creating a new company. When you create a
new company, start typing the company name in the Name
field. Outlook Customer Manager will display a drop-down
showing existing companies as well as an option to Search
companies from Bing.. Once you choose Search companies from
Bing, Outlook Customer Manager queries Bing anonymously.
Applies To:
Outlook for Office 365,
Outlook 2019, Outlook 2016, Office for business
support.office.com/en-US/article/Find-activities-linked-to...
In Outlook Customer Manager, your activities are linked to
the appropriate contact, company, or deal automatically. For
example, if you have a contact named Kim Mills stored in
Outlook Customer Manager, with an email address of kim@contoso.
Applies To:
Outlook for Office 365,
Outlook 2019, Outlook 2016, Office for business
03/05/2024
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