Is Outlook Customer Manager a better option for me

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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

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Michel van den Brink 4,697 on at

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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.

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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:
blogs.office.com/.../introducing-outlook-customer-manager-relationships-made-easy-for-small-businesses

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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).

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Aric Levin - MVP 30,190 Moderator on at

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Hi,

Can you please let us know what your frustration is with the product, what features you are trying to use, and what have you been trying to implement?

Michel gave you the basic information about Outlook Customer Manager, but the question you should be asking is which one would be the best fit for your small business.

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ixRM Dave on at

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Hi Peter

We're a Dynamics 365 partner and we'd love to help. Are you still considering D365?

Dave

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