Microsoft today is rolling out a new tool for business owners using Office 365 and Outlook called Customer Service Manager, a lightweight CRM for companies that need to track their customer interactions and history, but aren’t yet ready for a more robust platform like Dynamics 365. The new tool lets businesses track tasks and deals in progress directly in Outlook, and will pop-up reminders aimed at helping them stay on top of their customer relationships, the company says.
Once enabled, Outlook Customer Manager will automatically organize customer information, including emails, meetings, calls, notes, files, tasks, deals and deadlines. This information – which is collected from email, calendar and call log data – is presented in a timeline format next to the inbox.
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