As a small business I have found implementing Dynamics CRM vary frustrating and difficult. I am now wondering whether I should use Outlook Customer Manager instead. It seems much simpler to use and probably a better fit for my companies needs. Can anyone advise me? I have tried to test Outlook Customer Manager today but don't have it as an option on Outlook, could this be because I currently have the Dynamics 365 add in enabled? If so how do I remove this and test Outlook Customer Manager? Thanks, Peter. Outlook Customer Manager. I have 10 PC's with OCM on them. The Windows 7 Ultimate 64-bit PC's run OCM without issues. However, two of the PC's with Windows 10 Pro 64-bit will not load the Deals tab in OCM. They appear to be loading eternally even after being left on for 24+ hours. Hello Peter, First of all, I'm sorry that you are finding your Dynamics experiencing frustrating. Please know that this community is here to help you with any questions you have or any difficulties you might facing. ---- On to answer your question: The Outlook Customer Manager is only available for users that have at least a valid 'Office 365 Business Premium' license. It is NOT to available to customers using Office 365 E1, E3 or E5. It CAN be combined with Dynamics 365 Customer Engagement (and the Outlook App for Dynamics 365), as long as you use Office 365 Business Premium for this same user. Free download snow leopard. More about Customer manager: ---- I am curious about the issues you are experiencing with your Dynamics 365 implementation, perhaps the community could help you out there as well, as Dynamics 365 is the more mature and fully fledged solution, when compared to Customer Manager. Outlook Customer Manager only offers Deal management and no other processes. If you'd like, we can also get in touch via email and we could walk through the issues you are facing, perhaps we can help (PS: I'm not trying to sell you anything). Hello Peter, First of all, I'm sorry that you are finding your Dynamics experiencing frustrating. Please know that this community is here to help you with any questions you have or any difficulties you might facing. ---- On to answer your question: The Outlook Customer Manager is only available for users that have at least a valid 'Office 365 Business Premium' license. It is NOT to available to customers using Office 365 E1, E3 or E5. It CAN be combined with Dynamics 365 Customer Engagement (and the Outlook App for Dynamics 365), as long as you use Office 365 Business Premium for this same user. More about Customer manager: ---- I am curious about the issues you are experiencing with your Dynamics 365 implementation, perhaps the community could help you out there as well, as Dynamics 365 is the more mature and fully fledged solution, when compared to Customer Manager. Outlook Customer Manager only offers Deal management and no other processes. If you'd like, we can also get in touch via email and we could walk through the issues you are facing, perhaps we can help (PS: I'm not trying to sell you anything). Powershell is out of my depth too, but I've found a workaround (We have the E3 level licencing. I'm just assuming this will work the same for other levels of licence.) Go to your actual Outlook online, rather than O365 admin portal. Go to Settings/Manage add-ins. Then select 'my add-ins' and on the Outlook customer manager you can disable the add-in. This has removed the OCM from my own outlook, but its not much good if you're trying to do multiple users, they will all have to do it individually. I am not completely sure what turning off this license does. I tested this today and it doesn't seem to stop the user from running the OCM add-in or viewing any of the existing shared data. I would like to remove the OCM add-in from all the users' Outlook & OWA instances. It it possible to do this for each individual user by going to OWA > Settings > Manage Add-ins and deleting the add-in there. It will then disappear from Outlook if the user is running that locally. However, I haven't found a means to affect this change in bulk administratively. I realise this is an older thread, but I found a solution that worked for me. Additionally to removing the license for the customer manager, you also need to disable and/or remove the add-in itself. For some reason this can only be done in the Outlook Web Application (OWA). To do this, log on to OWA, click Settings > Mails > General > Manage add-ins. There you can disable the add-in by unchecking the box or completely remove it by selecting it and clicking the minus-icon at the top. Then simply restart Outlook and it will be gone. Reflection for windows. Use Reflector to wirelessly display and record iPhones, iPads, Chromebooks, Android devices and Windows tablets on a bigger screen. Reflector 3 combines the capabilities of Apple TV, Chromecast and Windows devices to create a powerful, all-in-one mirroring receiver.
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