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Outlook Customer Manager for Office 365, A Lightweight CRM for Small Businesses

Important clients get the attention they deserve with Microsoft rolling out a cloud-powered solution called ‘Customer Manager’ for Office 365 Business Premium First Release customers, and has built into the Outlook, thus not requiring of installing more programs or connectors to use the feature.

With the Outlook Customer Manager, small business owners now have a compete view of their interactions with each customer, as “the new service automatically collects all of customer information such as emails, call logs, communications, bookings, meetings, notes, Excel spreadsheets, tasks, deals and deadlines etc. all” from their email, calendar and call log data from Office 365, explains Office team.

The information is then organize in a timeline next to the Outlook inbox for conveinent access. And, the service automatically presents a focused list of the business’ most important customers and deals.

Even more, the customer information can be share across your team thus enabling them with all the needed information at their fingertips, which is an invaluable feature for providing customer support with multiple connections.

To help you prioritize your time, the system automatically presents a Focused list of your most important customers and deals.

To use the feature, once it has rolled out to your Office 365 account, a new icon in the home tab in Outlook 2016 for Windows will appear, click the icon to get started.

Microsoft had earlier this year, also launched “Bookings”, which introduced a new way to schedule appointments with customers.

Outllok Customer Manager for Office 365 Business Premium Firs Release

Outllok Customer Manager for Office 365 Business Premium Firs Release

The feature is also available on the go—all in a few swipes, but initially for iOS. See it in action in the video embedded below:

Outlook Customer Manager iOS App

Outlook Customer Manager iOS App

Microsoft FastTrack, a Office 365 customer success service for business customers—today in a limited-time offer for on-premises SharePoint 2013 customers providing them a chance to take a plunge over to Office 365.

The offer allows IT administrators to make the switch at no additional cost to eligible customers with “at least 150 licenses for an eligible service or plan for their Office 365 tenant” until March 31, 2017.

FastTrack is evolving, in the post, Microsoft shared that to date, “more than 22,000 customers, migrated 2.45 PB of data using FastTrack,” and that it’s “currently taking on more than 4,000 new customers every month.”

Microsoft FastTrack, if your not aware, “helps IT teams plan, onboard and drive adoption of Office 365 within their organizations—across Exchange, SharePoint, Skype, Yammer and Office apps.” Additionally, “the service even support migration from third-party platforms including: Notes, Gmail, GroupWise, file shares, Box and Google Drive.”

The service employees over 800 FastTrack engineers worldwide, providing best practices, insight and guidance in 12 languages.

However, you must make sure, your data don’t exceed 10 TB per Office 365 tenant or 75% and above of the target site collection quota, Office team said. Refer to the offer FAQs for a complete list of items available for migration. Or, sign up here, to get started with FastTrack.

Microsoft FastTrack for Office 365

Microsoft FastTrack for Office 365

Watch this video to learn more about the value of FastTrack:

Microsoft said it won’t be extending support for Office 2007 products beyond October 2017 deadline stating:

“The Office 2007 wave of products will be reaching end of support over the next 12 months, as per Microsoft Lifecycle Policy. After those end of support dates, we will no longer offer custom support on any version of Office products (Exchange Server; Office Suites; SharePoint Server; Office Communications Server; Lync Server; Skype for Business Server; Project Server and Visio).

“In the past we have offered custom support for a subset of Office products to customers with Premier support contracts. We have seen demand for custom support decline as more customers move to Office 365. Note that this change applies only to custom support, but does not impact any of the standard support offerings.

“As always, customers should consult with their account manager regarding their individual migration plans, and may consider services such as Software Assurance Deployment & Planning Services for on-premises upgrades, and Microsoft FastTrack for cloud migrations.

There still might be a bit of an extension for Premier customers on Exchange 2007 with Service Pack 3. “I’ve heard approved Premier customers still on the 2007 release of Exchange might be able to request a one-time free six-month extension that would let them get critical security updates between April 2017 and October 2017. But it is sounding like after October 2017, the Microsoft 2007 wave of Office client and server products won’t be getting security updates any longer,” writes MJFoley on ZNet.

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