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That can be a challenge when you have many customers to keep track of and not enough time in the day. To make it easier for you to track and grow your customer relationships, we are introducing a new Office service called Outlook Customer Manager.

Outlook Customer Manager gives you a complete view of your interactions with each customer, helps you track tasks and deals in progress, and surfaces timely reminders.

You can stay on top of customer relationships right from Outlook, with no need to install or learn separate tools. Now included at no extra cost in the Office Business Premium plan, Outlook Customer Manager is a cloud-powered solution designed especially for small businesses.

And as your business needs grow, you can move to Dynamics to take advantage of enhanced customer information, process efficiency and consistency, and deeper financial and customer insights.

Trying to keep up with all the information and tasks from emails, meeting invites, call logs, Excel sheets, handwritten notes and other team members can get in the way of more important work. See customer information next to your inbox so you can act on it right away. The information in the timeline is automatically gathered from the email, calendar and call log data from your Office environment, minimizing the need to manually enter data about your customer interactions.

With all your customer information gathered in one place, you can spend less time entering data, or searching for it in various places, and more time with customers. Outlook Customer Manager helps you stay on top of opportunities and commitments by surfacing timely reminders, letting you associate tasks with a contact, company or deal, and listing deals by stage, close dates, priority and amount.

To help you prioritize your time, the system automatically presents a Focused list of your most important customers and deals. Dive in for a detailed view of your customers and deals, and see timely reminders. At a small business, everyone pitches in for customers.

But when several team members talk to a customer, it can quickly get complicated to keep track of all the communication. With Outlook Customer Manager, you can choose to share customer information with your team so everyone is on the same page. You can check recent communication right before meeting with a customer, jot down a quick note after a meeting or scan a business card to quickly create a new business contact—all in a few swipes on your phone. The mobile app is initially available for iOS, and over time we will bring it to other mobile platforms.

Outlook Customer Manager is now rolling out to Office Business Premium customers, starting with those opted into First Release and continuing worldwide in the coming months. Once it has rolled out to your Office account, you will see an icon for it in the home tab in Outlook for Windows. Excel learns your patterns, organizing your data to save you time.

Easily create spreadsheets from templates or on your own and use modern formulas to perform calculations. New charts and graphs help you present your data in compelling ways, with formatting, sparklines, and tables to better understand your data. Easily create forecasts to predict trends with just a click. You now can add data to Excel directly from a photo. Using the Excel app, just take a picture of a printed data table on your Android or iPhone device and automatically convert the picture into a fully editable table in Excel.

This new image recognition functionality eliminates the need to manually enter hard copy data. Discover Power BI tables available to you through the data types gallery and connect to live, trusted data coming directly from Power BI. See how task management in Microsoft works as an integrated experience that lets you assign, manage, and complete tasks across your favorite apps including Excel.

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Create the following registry key to force Outlook to use a newer authentication method for web services, such as EWS and Autodiscover. If a user already has Outlook for iOS and Android, such as for a personal account, but a Microsoft or Office account is detected because they recently enrolled, the single-sign on path will look as follows:. How satisfied are you with this reply? Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support.