Business Contact Manager for Outlook - how do I use it?

Business processes and customers can be managed with the "Business Contact Manager" in Outlook. We explain how you can use it.

Use Business Contact Manager - how it works

In the following steps we will explain how to use the CRM software in Outlook.

• Download the extension from the Microsoft Store and install it.
• Start Outlook and click on "Business Contact Manager" at the bottom left.
• Now you have reached the so-called dashboard. Here you have an overview of all functions.
• Thanks to the extended contacts function in the BCM, you have all your business contacts in view - and also in illustrative representations such as graphics, diagrams or reports.
• In the communication history you have an overview of all tasks, notes and emails, regardless of whether they have already been completed or are still pending.
• Sales figures of employees can be visualized in the contact management.
• You manage all projects in the project tasks. Here you can see which project has been assigned to which employee and the current status. You will see this in a clear tabular view.
• The reporting function gives you an insight into business figures, sales and sales opportunities. The BCM contains a variety of report templates, which you can design according to your wishes.

Office tip: We'll show you how to grant permissions to other users in Outlook.