Microsoft Corp. Has launched a new customer relationship management tool for small to medium-sized businesses not yet ready for the enhanced Dynamics 365 platform., an Office 365 service, will allow SMB users to have a complete view of customer interactions, track tasks and deals in progress and receive relevant reminders directly in Outlook. To help owners run their small business, Microsoft launched Bookings in July., which, is a web-based service for scheduling appointments with companies. Outlook Customer Manager is included in the Office 365 Business Premium plan. It is available now for First Release customers with a worldwide rollout in the coming months.

Effective Task Management With OneNote and Outlook Tasks. First, open up OneNote and create a new Notebook just dedicated to Task Management. Now inside the Task Management notebook, you can create new sections for each individual project that you’re currently working on.

Outlook Customer Manager features All customer information in one place Outlook Customer Manager will automatically gather and organize customer information from the email, calendar and call log data from your Office 365 environment into a timeline next to your inbox. Information includes emails, meetings, calls, notes, files, tasks, deals and deadlines. Share information with team members With Outlook Customer Manager you can also share customer information with the rest of your team, ensuring all team members remain on the same page and all have the ability to deal with customers in your absence. Don’t lose track of important information To ensure you don’t lose track of important deals and customers, Outlook Customer Manager will automatically present a Focused list, viewable at the top of any Outlook Customer Manager view or on the left side of the Today view. A company or contact will show in the Focused list if it has a higher than average amount of active deals; a company, contact or deal will appear if it has an associated upcoming task or meeting; or it was modified more recently than most of your other items. Select any of the items in the Focused list and it will open in the right-hand pane. If you want to hide the Focused slider, click the upside-down arrow next to Focused.

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Mobile version Outlook Customer Manager also has an iOS mobile app, other mobile platforms will launch over time, allowing you to add customer information when you are away from your desk or check recent communication prior to entering a customer meeting. Get started with Outlook Customer Manager Outlook Customer Manager is accessible via the button on the Outlook ribbon under the Home tab or by selecting Add-ins in the navigation pane. If you are migrating from an existing contact management system to Outlook Customer Manager you can import your contacts, companies, or deals from an Excel spreadsheet or from a Business Contact Manager file. You can follow the step-by-step instructions on the.

Create contacts, companies and deals All your existing Outlook contacts will be added to Outlook Customer Manager automatically, but you can also add new contacts via email messages or from the Contact pane. To create a contact from an email message, open the message > click Customer Manager button. If there is no matching entry you will see a “ Contact ” prefilled with the sender’s name and email address > verify the details and add a company > click Create.

Note: If you haven’t created the company yet you will be prompted to do so. If there are other contacts in the email message to add to Customer Manager, click “ Show all related.” To create a contact from the Contact pane, click Add-ins > click Contact from the New group on the Customer Manager ribbon > enter the contact’s details > click Create. To include additional information like phone number, birthday and notes, click “ Details ” on the contact card that appears on the right side of the Customer Manager window > click Save. Create companies Multiple contacts can be linked to a single company. To create a company, click Company on the Customer Manager ribbon > enter the name and website (optional) of the company > click Create.

Click “ Details ” to include additional information about the company. Create deals Deals in Outlook Customer Manager can have start and end dates, goals and its own activities.