Get started with Outlook Customer Manager

Outlook Customer Manager helps 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.

This new feature is gradually rolling out world wide to customers who have the Office 365 Business Premium plan. If your admin doesn't see Outlook Customer Manager in the licensing section of your Business Premium plan, you don't yet have it. Check back soon!

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Install Outlook Customer Manager for Outlook 2016

  1. Ask your admin to check that your Business Premium plan has been updated to include the Customer Manager. We're gradually rolling out this feature to Business Premium plans world wide. When you have it, Customer Manager will appear in the list of services available with your license.

  2. Ask your admin to assign you a Business Premium license, if they haven't already.

  3. The Customer Manager add-in will install automatically in Outlook 2016. It can take up to 24 hours after you get the license for the Outlook Customer Manager add-in to appear in your Outlook ribbon.

  4. If you don't see Outlook Customer Manager installed on your Outlook ribbon, contact your administrator, so they can assign you the proper license.

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

If you want to use the navigation pane to access Outlook Customer Manager, choose Shows the More button in Office Mobile 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

Learn more about Outlook Customer Manager

If you have questions about Outlook Customer Manager or want to browse all of our documentation on the product, see Outlook Customer Manager FAQ.

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