Export or delete your Outlook Customer Manager data

Outlook Customer Manager will be retired in June 2020. You won't be able to use Outlook Customer Manager after June 2020, but you'll be able to export or delete your Outlook Customer Manager data by following the steps in this article.​

Export your Outlook Customer Manager data

There are two options for exporting your Outlook Customer Manager data:

  • Use the Outlook Customer Manager add-in for Outlook for Windows - You can do this in Outlook, but it doesn't provide all the data, for example, the relationships between entities, and it won't be available after Outlook Customer Manager is retired.

  • Use the Windows PowerShell app - You have to use a script that will export all your data from Outlook Customer Manager.

We recommend the PowerShell script option if you intend to import all the data to another product.

Export your Outlook Customer Manager data from Outlook for Windows

Follow the steps below to export your Outlook Customer Manager data from Outlook for Windows.

Note: This option won't be available when Outlook Customer Manager is retired.

  1. In Outlook for Windows, in the Navigation Pane at the bottom of the Folder Pane, select and choose Add-ins. If you're prompted, sign in to Outlook Customer Manager.

  2. Select the data type that you would like to export. You can select to export Contacts, Companies or Deals.

  3. Select the Export button. You can export everything for a given category or the current filtered view.

  4. The export creates an Excel based (*.xlsx) file. The file is stored in your work account's OneDrive.

  5. Any files added to a private contact / company / deal will be available in your OneDrive documents. Any files added to a shared contact / company / deal will be available in the Documents folder of the Office 365 Group for Outlook Customer Manager.

Export your Outlook Customer Manager data using PowerShell

Follow the steps below to export your user data in Outlook Customer Manager using a PowerShell script. The script can be run on a Windows or Mac computer.

Use the OCM-Script.ps1 PowerShell script to export your data.

Export Outlook Customer Manager data using Windows PowerShell app

  1. Get the script from this location: Outlook Customer Manager Data Export.

  2. Download the script and save it to your computer.

  3. From Windows desktop, choose Start, and type PowerShell.

  4. Right-click on Windows PowerShell app and select Run as administrator. Select Yes to allow this app to make changes to your device.

  5. On the Windows PowerShell app page, navigate to the OCM-Script.ps1 file location.

  6. Type:

    .\OCM-Script.ps1 export-all-data 

    And choose Enter.

  7. On the Windows PowerShell credential page, enter your Office 365 email address and password and choose OK. You should see the script running.

  8. Your exported Outlook Customer Manager data files will be saved in the same file location your saved the OCM-Script.ps1 file. They will be saved in a sub-folder whose name will consist of your email address and the date and time the script ran: youremailaddress@contoso.com_20191108T1124287436. The files will be in CSV format. You can use a CSV file reader like Microsoft Excel to check out your data.

Get help with the script

You can find help on the commands in the script by running the command below in the PowerShell app. Follow the steps above to run the PowerShell app.

get-help .\OCM-Script.ps1 -online

And choose Enter.

Export Outlook Customer Manager data using Mac PowerShell

Follow the steps below to export your user data in Outlook Customer Manager using a Mac PowerShell script. Run this script on a Mac computer. Use the OCM-Script.ps1 PowerShell script to export your data.

Before you can run this script, you need to install Homebrew.

  1. Get the script from this location: Outlook Customer Manager Data Export.

  2. Download the script and save it to your computer.

  3. On your Mac computer, open Terminal. Copy and paste the command below to install Homebrew:

    /usr/bin/ruby -e "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/master/install)
  4. Copy and paste the command below in Terminal to install PowerShell for Mac.

    brew cask install powershell
  5. Type:

     pwsh

    And choose Enter.

  6. Copy and paste the command below, and enter your Office 365 email address and password.

     $cred=get-credentials
  7. From your Terminal window, navigate to the OCM-Script.ps1 file location.

  8. Type:

     .\OCM-Script.ps1 export-all-data

    And choose Enter.

  9. Your exported Outlook Customer Manager data files will be saved in the same file location your saved the OCM-Script.ps1 file. They will be saved in a sub-folder whose name will consist of your email address and the date and time the script ran: youremailaddress@contoso.com_20191108T1124287436. The files will be in CSV format. You can use a CSV file reader like Microsoft Excel to check out your data.

Remove your Outlook Customer Manager data

You can only remove Outlook Customer Manager deals, shared contacts and company data using the Outlook Customer Manager add-in. A PowerShell script will be available soon, and will be included in this article when ready.

Removing the data on Deals and Company via the Outlook Customer Manager add-in for Outlook for Windows only allows for deleting one item at a time. If you have a lot of Company and Deal data, you may want to wait for the PowerShell script.

Remove Outlook Customer Manager data from Outlook for Windows

Follow the steps below to delete your Outlook Customer Manager data from Outlook for Windows.

Note: This option won't be available when Outlook Customer Manager is retired.

To remove company info and deals, in Outlook for Windows, in the Navigation Pane at the bottom of the Folder Pane, select … and choose Add-ins. If you're prompted, sign in to Outlook Customer Manager.

Select the data type that you would like to delete. You can select to delete Companies or Deals. Right click on an entry in the list and select the delete option.

To remove contact info, follow the steps in Delete a contact.

To remove Tasks, follow the steps here.

To remove Outlook Customer Manager files, follow the steps in Delete files or folders in OneDrive. Your Outlook Customer Manager files are in OneDrive in the Outlook Customer Manager folder.

To remove Outlook Customer Manager files for shared Deals, Companies and Contacts, remove the files in the Office 365 Group for Outlook Customer Manager.

Remove Outlook Customer Manager licenses

You may want to remove the licenses to clean up Outlook Customer Manager for your users.

  1. In the Microsoft admin center, go to Users > Active users page.

  2. On the Active Users page, select the row of the user you want to unassign a license for.

  3. In the right pane, select Licenses and Apps.

  4. Expand the Licenses section, clear the check box for the Outlook Customer Manager license, then select Save changes.

Remove the Outlook Customer Manager add-in from Outlook

  1. In a browser, type, https://outlook.office365.com/mail/inclientstore

  2. Select My add-ins.

  3. On the My add-ins page, find Outlook Customer Manager, select (...) and choose Remove.

Export or delete user data using the Outlook Customer Manager privacy portal

Follow the steps in the Export or delete user data using the Outlook Customer Manager privacy portal topic to export or delete your Outlook Customer Manager data.

General Data Protection Regulation (GDPR)

General Data Protection Regulation (GDPR) regulates the collection, storage, processing, and sharing of personal data. Personal data is defined very broadly under the GDPR as any data that relates to an identified or identifiable natural person that is a resident of the European Union (EU). After Outlook Customer Manager is retired (June 2020), if user data is still there, being GDPR compliant is more challenging. We recommend that you delete Outlook Customer Manager data using the methods above. For more info, check out the Microsoft GDRP overview page.

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