Garrett Bundy Hello Partners! For quite some time now SMB customers have been looking for a way to leverage the functionality that was part of the solution called Business Contact Manager. BCM has not been available or supported for some time now. In it’s place we are now rolling out the Outlook Customer Manager which provides an easy way for small businesses to track and grow customer relationships from right within Outlook. As of today (April 24th 2017), 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. We know that access to customer information is often useful when you’re on the go.

Hi All, I want to utilize the outlook customer manager but all I get is the right side bar view when I click on an email as below. Does anybody knows how I can get the full view of customer manager as below as it does not show in my outlook for Mac.

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, 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, 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. Free steam games for mac. The first time you try this feature, Outlook Customer Manager will walk you through the Calendar.help Preview sign-up steps.

For Verizon Unlimited customers, app data usage will be counted, not billed. Verizon fios app for mac. See our Privacy Policy at: Viewing Free of Data Charges: VZW postpay 4G LTE service & compatible device in U.S., Fios Quantum TV & Internet subscription req’d for DVR streaming out-of-home. 1-5 MB per instance). Non-streaming activity such as app downloads, starting/restarting the app, going off airplane mode and transitioning from Wi-Fi to 4G LTE will incur data charges (approx.

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.