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CRM to use with Office 365

What CRM plays nicely with Office 365 (especially is integrated with e-mails - that is there is no need to forward them to a special address etc. etc.)? 

We tried Outlook Customer Manager, but it doesn't work. It doesn't work on Macs in Outlook, it doesn't work well with other browsers than Edge, sharing works erratically etc. For now it is a technology-demonstrating prototype, not a product. So what could we use? 

(We have 7 accounts as of now)

Hi Andy,

 

According to your description, you encounter some problems when use Outlook Customer Manager in the Outlook for Mac client. Please try the following steps and check if it helps.

  1. Disable develop menu.


  1. Clear Safari cache. 
  2. Restart Outlook. 

 

Regards,

Barry

 

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Hi Andy,

Feel free to contact us if you need any other help.

Regards,

Barry

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The problem is deeper. Even if we get it to work (by using online Outlook in Chrome) still the contacts and their history is not shared. It is not a usable solution as of now, merely a concept demonstrator. Hence my question - we need a working CRM, not an demo. 

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Microsoft has a CRM software, Dynamics CRM. Have you looked at it?
Vincent Choy
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Microsoft doesn't pay me to be here. I am a user just like you. If you find my reply useful, would appreciate if you can click it as helpful.

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tried to, but it looks too complex (and too expensive) for our little org. 

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Hi Andy,

 

If you have any feedback about Outlook Customer Manager, it’s recommend that you share your idea with our related team via this link:

https://outlook.uservoice.com/forums/407082

Understanding your experience helps us to make our product and service better for you and others.

 

Thanks for your understanding.

 

@VincentChoy, thank you for your sharing.

 

Best Regards,

Barry

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At the moment looks like you would need to rely on 3rd party products that supports Mac and Office365. Cant help you with recommendations however.


Vincent Choy
Volunteer Contributor


Microsoft doesn't pay me to be here. I am a user just like you. If you find my reply useful, would appreciate if you can click it as helpful.

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Last updated January 22, 2022 Views 348 Applies to: