Outlook Customer Manager is currently rolling out nationwide. And the product will come with some enhanced capabilities, Microsoft announced.
The tool is intended to help small businesses track and strengthen customer relationships from directly within Outlook. Before, the tool was available only on Windows desktops. But the company has been working on making it available for Outlook on iOS and the web.
The new Outlook Customer Manager is rolling out to all Office 365 Business Premium subscribers. So if you’re a subscriber, you should have access soon, if not already.
What Outlook Customer Manager does
Essentially, Outlook Customer Manager gives you a centralized dashboard for managing your email communications with customers. You can view things like emails, meetings, notes, deals, and deadlines. You can also set up alerts to remind you of customer requests so that you’ll be less likely to let any timely communications fall by the wayside.
You can also fill in customer and business information with suggestions from Bing to make sure you have the most comprehensive records possible. And the platform is compatible with other Microsoft tools like Cortana and Microsoft Flow, so integrating information from those areas will be pretty seamless.
How to use Outlook Customer Manager
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 — Vivek Kumar, Microsoft Outlook product marketing manager
Outlook Customer Manager is currently rolling out to all Office 365 Business Premium customers, and should be fully rolled out within the next couple of weeks. Once you have it, you’ll see an Outlook Customer Manager icon in the home tab in outlook. You can simply click that icon to get started using it.
Photo credit: Microsoft
