Introducing MS Customer Manager for Outlook (2016 and 2019)

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.

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.

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.

Pin icon n the upper- right corner of the app
Shows the More button in Office Mobile

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 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.

Note:

This is in preview right now, and only supports email side by side.

Start using Outlook Customer Manager through Outlook mobile

Apart 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.

3. Select Outlook Customer Manager. This will open a limited, read-only view of your Outlook Customer Manager contact.

Install the Outlook Customer Manager mobile app

The 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

If you’d like to see how MS Office can further assist you with your daily tasks at the workplace, please feel free to contact us today at 954-908-3600 and we can have one of our Microsoft Office specialists assist you.

Sirama Consulting, is a boutique IT consulting firm which caters to small businesses, medical offices, educational facilities, legal practices among others. Our firm really connects with its clients because we’ve been in their shoes and have walked that fine line of maintaining quality and prompt responses while operating within budget. We strive to identify the functional and operational gaps of our clients’ core processes and then deliver innovative automated solutions tailored to meet their unique needs. It’s rewarding to hear our clients ask, ‘How did you do that, we’ve tried everything!’ That’s what pushes us to be inventive and find valuable solutions for our clients.

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