In this video, Jess Stratton explains who is eligible to use Customer Manager, and how to check eligibility. Learn how to update the client to get the app.
- [Narrator] Outlook Customer Manager is a new service that's available at no extra cost to Office 365 Business Premium subscribers. It's an add-in to Microsoft Outlook. To find out if you're eligible for the add-in, in Outlook, click File on the top left-hand side of the screen and then click Office Account. I can see here that I'm a Business subscriber. My administrator can tell me if we're a premium subscriber or not. In the Office Updates area, I can also see that I'm on the current channel.
This means that I'll get first release updates from Microsoft. This is a setting that your organization's administrator needs to set. It's currently being pushed out to first release users. After that, it will available to all Business Premium subscribers. You won't have to do anything, as long as your system is updating, you'll have it eventually. I can see here that Office Updates are automatically downloaded and installed, but you can check for updates manually at any time.
To do that, click Update Options, and then choose Update Now. It will tell you if there's an update or if you're on the current version. I'm going to click the back arrow in the top left-hand side of the screen. You'll know when you have Customer Manager as the icon will appear in the Email section on the Home ribbon tab all the way to the top right-hand side of the screen. If you do see the icon but it's grayed out, it's important to note that you do need the Reading pane turned on to be able to use customer manager.
You can do that by changing to the View ribbon tab, clicking Reading pane, and either selecting Right or Bottom.
Jess begins by showing what you can and can't do in Outlook Customer Manager, and shows how to obtain the tool with your Office 365 subscription. She then walks through how to view customer data by navigating the interface and utilizing the sidebar in Microsoft Outlook. Next, Jess shows how to work with customer data in-depth, including how to set up new potential deals, set reminders for yourself and your colleagues, and share sales data with your team.
- Identify the color that highlights the active section in Customer Manager.
- Name what Outlook Customer Manager calls a quote, bid, or potential opportunity.
- Recall what a calendar icon denotes and what an envelope icon denotes.