Microsoft Outlook Customer Manager Mac

Take your business further with productivity solutions designed for small business in Office 365 and Microsoft 365 Business, with the Office apps, collaboration tools and security features to help run and grow your business. Always up-to-date versions of Outlook, Word. PowerPoint, OneNote for Windows or Mac (plus Access and Publisher for. Nov 14, 2016 As you use Outlook Customer Manager, please tell us what you think by providing feedback in our feedback forum. Frequently asked questions. Which Office 365 subscriptions include Outlook Customer Manager? Outlook Customer Manager is available with an Office 365 Business Premium subscription. We are working to also bring it to E3 and E5. Aug 15, 2017 Outlook Customer Manager is a lightweight Customer Relations Management (CRM) solution that makes it very simple to organize and collate tasks, email, notes, and deals related to clients.

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  • Terrible execution Love the concept, and I’ve upgraded office 365 to premium to get this feature. Customer manager is very limited in Outlook on Mac so this app was going to bridge the gap for me until Microsoft updates outlook for the Mac.
  • Additionally, Outlook Customer Manager’s mobile app is only available for Apple devices, and it’s prone to losing work and crashing. Customer Manager is only available to users of the Microsoft Office 365 business premium subscription plan. It costs $12.50 per user, per month, on an annual basis totaling to $150 per user.

An Outlook add-in consists of two components: the XML add-in manifest and a web page supported by the JavaScript library for Office Add-ins (office.js). The manifest describes how the add-in integrates across Outlook clients. The following is an example.

Note

All URL values in the following sample begin with 'https://appdemo.contoso.com'. This value is a placeholder. In an actual valid manifest, these values would contain valid https web URLs.

Schema versions

Not all Outlook clients support the latest features, and some Outlook users will have an older version of Outlook. Having schema versions lets developers build add-ins that are backwards compatible, using the newest features where they are available but still functioning on older versions.

The VersionOverrides element in the manifest is an example of this. All elements defined inside VersionOverrides will override the same element in the other part of the manifest. This means that, whenever possible, Outlook will use what is in the VersionOverrides section to set up the add-in. However, if the version of Outlook doesn't support a certain version of VersionOverrides, Outlook will ignore it and depend on the information in the rest of the manifest.

This approach means that developers don't have to create multiple individual manifests, but rather keep everything defined in one file.

The current versions of the schema are:

VersionDescription
v1.0Supports version 1.0 of the Office JavaScript API. For Outlook add-ins, this supports read form.
v1.1Supports version 1.1 of the Office JavaScript API and VersionOverrides. For Outlook add-ins, this adds support for compose form.
VersionOverrides 1.0Supports later versions of the Office JavaScript API. This supports add-in commands.
VersionOverrides 1.1Supports later versions of the Office JavaScript API. This supports add-in commands and adds support for newer features, such as pinnable task panes and mobile add-ins.

This article will cover the requirements for a v1.1 manifest. Even if your add-in manifest uses the VersionOverrides element, it is still important to include the v1.1 manifest elements to allow your add-in to work with older clients that do not support VersionOverrides.

Note

Outlook uses a schema to validate manifests. The schema requires that elements in the manifest appear in a specific order. If you include elements out of the required order, you may get errors when sideloading your add-in. You can download the XML Schema Definition (XSD) to help create your manifest with elements in the required order.

Root element

The root element for the Outlook add-in manifest is OfficeApp. This element also declares the default namespace, schema version and the type of add-in. Place all other elements in the manifest within its open and close tags. The following is an example of the root element:

Version

This is the version of the specific add-in. If a developer updates something in the manifest, the version must be incremented as well. This way, when the new manifest is installed, it will overwrite the existing one and the user will get the new functionality. If this add-in was submitted to the store, the new manifest will have to be re-submitted and re-validated. Then, users of this add-in will get the new updated manifest automatically in a few hours, after it is approved.

If the add-in's requested permissions change, users will be prompted to upgrade and re-consent to the add-in. If the admin installed this add-in for the entire organization, the admin will have to re-consent first. Users will continue to see old functionality in the meantime.

VersionOverrides

The VersionOverrides element is the location of information for add-in commands. For more information about this element, see Define add-in commands in your manifest.

This element is also where add-ins define support for mobile add-ins.

Localization

Some aspects of the add-in need to be localized for different locales, such as the name, description and the URL that's loaded. These elements can easily be localized by specifying the default value and then locale overrides in the Resources element within the VersionOverrides element. The following shows how to override an image, a URL, and a string:

The schema reference contains full information on which elements can be localized.

Microsoft Outlook Customer Manager Mac Free

Hosts

Outlook add-ins specify the Hosts element like the following.

This is separate from the Hosts element inside the VersionOverrides element, which is discussed in Define add-in commands in your manifest.

Requirements

The Requirements element specifies the set of APIs available to the add-in. For an Outlook add-in, the requirement set must be Mailbox and a value of 1.1 or above. Please refer to the API reference for the latest requirement set version. Refer to the Outlook add-in APIs for more information on requirement sets.

The Requirements element can also appear in the VersionOverrides element, allowing the add-in to specify a different requirement when loaded in clients that support VersionOverrides.

The following example uses the DefaultMinVersion attribute of the Sets element to require office.js version 1.1 or higher, and the MinVersion attribute of the Set element to require the Mailbox requirement set version 1.1.

Form settings

The FormSettings element is used by older Outlook clients, which only support schema 1.1 and not VersionOverrides. Using this element, developers define how the add-in will appear in such clients. There are two parts - ItemRead and ItemEdit. ItemRead is used to specify how the add-in appears when the user reads messages and appointments. ItemEdit describes how the add-in appears while the user is composing a reply, new message, new appointment or editing an appointment where they are the organizer.

These settings are directly related to the activation rules in the Rule element. For example, if an add-in specifies that it should appear on a message in compose mode, an ItemEdit form must be specified.

For more details, please refer to the Schema reference for Office Add-ins manifests (v1.1).

App domains

The domain of the add-in start page that you specify in the SourceLocation element is the default domain for the add-in. Without using the AppDomains and AppDomain elements, if your add-in attempts to navigate to another domain, the browser will open a new window outside of the add-in pane. In order to allow the add-in to navigate to another domain within the add-in pane, add an AppDomains element and include each additional domain in its own AppDomain sub-element in the add-in manifest.

The following example specifies a domain https://www.contoso2.com as a second domain that the add-in can navigate to within the add-in pane:

App domains are also necessary to enable cookie sharing between the pop-out window and the add-in running in the rich client.

The following table describes browser behavior when your add-in attempts to navigate to a URL outside of the add-in's default domain.

Outlook clientDomain defined
in AppDomains?
Browser behavior
All clientsYesLink opens in add-in task pane.
Outlook 2016 on Windows (one-time purchase)
Outlook 2013 on Windows
NoLink opens in Internet Explorer 11.
Other clientsNoLink opens in user's default browser.

For more details, see the Specify domains you want to open in the add-in window.

Permissions

The Permissions element contains the required permissions for the add-in. In general, you should specify the minimum necessary permission that your add-in needs, depending on the exact methods that you plan to use. For example, a mail add-in that activates in compose forms and only reads but does not write to item properties like item.requiredAttendees, and does not call mailbox.makeEwsRequestAsync to access any Exchange Web Services operations should specify ReadItem permission. For details on the available permissions, see Understanding Outlook add-in permissions.

Four-tier permissions model for mail add-ins

Activation rules

Activation rules are specified in the Rule element. The Rule element can appear as a child of the OfficeApp element in 1.1 manifests.

Activation rules can be used to activate an add-in based on one or more of the following conditions on the currently selected item.

Note

Microsoft Outlook Customer Manager Mac

Microsoft Outlook Customer Manager

Activation rules only apply to clients that do not support the VersionOverrides element.

  • The item type and/or message class

  • The presence of a specific type of known entity, such as an address or phone number

  • A regular expression match in the body, subject, or sender email address

  • The presence of an attachment

For details and samples of activation rules, see Activation rules for Outlook add-ins.

Next steps: Add-in commands

After defining a basic manifest, define add-in commands for your add-in. Add-in commands present a button in the ribbon so users can activate your add-in in a simple, intuitive way. For more information, see Add-in commands for Outlook.

For an example add-in that defines add-in commands, see command-demo.

Next steps: Add mobile support

Add-ins can optionally add support for Outlook mobile. Outlook mobile supports add-in commands in a similar fashion to Outlook on Windows and Mac. For more information, see Add support for add-in commands for Outlook Mobile.

See also

The Outlook Customer Manager provides an easy way for small businesses to track and grow customer relationships from right within Outlook. Today, we are pleased to announce the Outlook Customer Manager is now rolling out to all Office 365 Business Premium subscribers worldwide, and is also now available for Outlook on the web and Outlook for iOS. In addition, we’ve enhanced the Outlook Customer Manager to help you manage customer relationships more effectively, including intelligent reminders and integration with Bing, Cortana and Microsoft Flow.

More ways to access Outlook Customer Manager

Last November, we released Outlook Customer Manager for Outlook for Windows desktops and since then we have been working to expand the service across platforms. Today, we’re excited to announce the availability of Outlook Customer Manager for Outlook for iOS and Outlook on the web.

We know that access to customer information is often useful when you’re on the go. The Outlook Customer Manager add-in—now available in Outlook for iOS—gives you a quick view of a customer’s information or a deal in progress. To get started, under Add-ins, next to your email in Outlook for iOS, just tap the Outlook Customer Manager add-in. The standalone mobile app for the Outlook Customer Manager will allow you to take a detailed look at all your customers and deals, and will be available in the iOS App Store in the coming weeks.

Quickly get to customer information with the Outlook Customer Manager add-in for Outlook for iOS.

In Outlook on the web, just click the Outlook Customer Manager icon to see a quick view of customer information, such as emails, meetings, calls, notes, files, tasks, deals and deadlines. Over time we will add more functionality, including a detailed view of all your customers and deals.

Now view customer information in Outlook on the web.

Additionally, Outlook Customer Manager is now available in 39 languages, so you stay on top of your customer information in many more ways.

Get automatic reminders for emails containing customer inquiries

Within the busy day of a business owner, it’s easy to miss important emails from customers—especially when you’re heads down attending to urgent tasks. Outlook Customer Manager helps you stay on top of customer inquiries by understanding requests made in email. 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.

Get timely reminders on the Today page.

Auto-fill customer business information with suggestions from Bing

Outlook Customer Manager lets you associate all the people you deal with from a company together, to give you one view of information coming from various sources. But spending time to set up up-to-date information on a company can keep you away from more important work. To save you time, Outlook Customer Manager now suggests company information surfaced from Bing. If you accept a suggestion, the business address, website and other information found online are automatically added to the company’s profile in Outlook Customer Manager. This feature is currently available to users who have chosen English-US language setting in Outlook.

See company information suggestions from Bing.

Let Cortana automatically schedule meetings with customers

Setting up a meeting with customers can be time-consuming—often taking more time than the duration of the meeting itself. Leveraging the new Microsoft incubation project Calendar.help, Outlook Customer Manager now offers you the option to let Cortana, your personal digital assistant, arrange meetings on your behalf, so you can focus on more productive work. The first time you try this feature, Outlook Customer Manager will walk you through the Calendar.help Preview sign-up steps. You’ll see this capability if you’re in the Office First Release program.

Delegate meeting scheduling to Cortana.

Add Outlook Customer Manager to your business workflows

Maintaining consistent customer information across the various apps your business uses can be a hassle. We made it easy to connect to Outlook Customer Manager using Microsoft Flow, so you can automate repetitive multi-step workflows needed to manage customer information. For example, with a few clicks, you can ensure that new subscribers who sign up for your newsletter in MailChimp are automatically added as business contacts in Outlook Customer Manager. To help you get started, we created a few templates.

Add Outlook Customer Manager to your workflows with Microsoft Flow.

Get started with one click

Getting started with Outlook Customer Manager is easy. We’re now rolling out to Office 365 Business Premium customers worldwide and expect to be fully rolled out in the next few weeks. You’ll know the service is available for your Office 365 account when you see the Outlook Customer Manager icon on the home tab in Outlook for Windows—just click the icon to get started.

Start with one click in Outlook—no download or installation needed.

Learn more

We put together the following resources if you need more information on Outlook Customer Manager:

  • Join us for an Ask Microsoft Anything (AMA) session, hosted by the Microsoft Tech Community on May 9, 2017 at 9 a.m. PDT (UTC-8). This live online event will give you the opportunity to connect with members of the product and engineering teams who will be on hand to answer your questions and listen to feedback. Add the event to your calendar and join us in the Outlook Customer Manager AMA group.
  • Read this support article.
  • Check out the video:

Outlook Customer Manager Add In

We are excited for you to begin using Outlook Customer Manager to stay on top of customer relationships and grow your business. As you use Outlook Customer Manager, please tell us what you think by providing feedback in our feedback forum.

Microsoft Outlook Customer Manager Training

––Vivek Kumar, product marketing manager for the Outlook team

Frequently asked questions

Microsoft Outlook Customer Manager E3

Q. When will Outlook Customer Manager show up in my account yet?

A. We are actively rolling out the service in all regions, and expect to be fully rolled out in the next few weeks. The Outlook Customer Manager icon will appear on the home tab in Outlook for Windows as soon as it is rolled out to your account. You may want to make sure you have the latest Outlook installed from your Office 365 account.

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Q. When will I see the option to schedule meetings with Cortana?

A. This feature is currently only available for a limited number of users in the First Release program. We will fine-tune this feature with preview feedback before releasing it broadly. You can help us improve the experience by trying it under preview and providing feedback.

Q. Where can I get more information and give feedback?

Apr 05, 2019  The MAC address table for the switch requires static entries that map each port to the NLB Multicast MAC address. IGMP multicast To use IGMP multicast, the network switches must be capable of IGMP snooping. Since the multicast mac address does not show in the mac-address table on 3LS, whenever someone searches for this multicast will it be flooded throughout the domain? The static arp on the 3LS seems sufficient for the NLB to work, but is there something else to it? Thank you in advance, Katerina. Microsoft nlb show mac address-table address empty 2017. But mac address table multicast in switch access is empty. Swtich#show mac address-table multicast vlan 227. Vlan Mac Address Type Ports- - - -May be this is the cause of the problem. I don't know why the switch is not filling in the mac table if it konws. Then it looks in its MAC address table to see it it has an interface for the destination address. Multicast is s special form of broadcast, and a multicast MAC address is only a destination MAC address. A host sending a frame will use its own MAC address as the source address, not a multicast address.

A. Please see this support article for more information. You can share feedback with us in our feedback forum.