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.
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:
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?
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Source: Office 365