Outlook Customer Manager small businesses track and grow relationships with customers. It adds functionality to Outlook to show customer communication history, surface important tasks and reminders, and track deal activities in one place to enable teams to stay on top of customer relationships. 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.
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:
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?
A. Please see this support article for more information. You can share feedback with us in our feedback forum.
Outlook Customer Manager small businesses track and grow relationships with customers. It adds functionality to Outlook to show customer communication history, surface important tasks and reminders, and track deal activities in one place to enable teams to stay on top of customer relationships. Because Outlook Customer Manager is built into Outlook, there's no need to install or learn new software, and Outlook Customer Manager can rely on data in emails, calendar, Skype for Business, and the Office Graph. Install Outlook Customer Manager for Outlook 2016
Start using Outlook Customer Manager in OutlookYou 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. If you want to make sure you always see the Outlook Customer Manager pane, you can pin it. In the upper, right-hand corner of the app, choose the pin icon. You'll need to pin the app to the Reading Pane while reading an email and again while composing an email. If you want to use the navigation pane to access Outlook Customer Manager, choose in the nav pane and then choose Add-ins. You can customize the order of your nav pane options if you want Outlook Customer Manager to appear in a different place on the nav pane. Start using Outlook Customer Manager through Outlook on the webWhen 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. Note: This is in preview right now, and only supports email side by side. Start using Outlook Customer Manager through Outlook mobileApart from using the Outlook Customer Manager app, you can also use the Outlook mobile app to view Outlook Customer Manager data. 1. Go to any email in Outlook for iOS. 2. Open the Add-ins menu. Microsoft Outlook Customer Manager3. Select Outlook Customer Manager. This will open a limited, read-only view of your Outlook Customer Manager contact. Outlook Customer Manager Microsoft DocsInstall the Outlook Customer Manager mobile appOutlook Customer Manager ReviewThe Outlook Customer Manager mobile app is currently available only for iPhones. It is in preview at this time and cannot yet be downloaded without an invitation. We’ll update this post once it is available in the App Store Learn more about Outlook Customer ManagerIf you have questions about Outlook Customer Manager or want to browse all of our documentation on the product, see Outlook Customer Manager FAQ. Comments are closed.
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