Outlook Customer Manager [DEPRECATED]

Outlook Customer Manager helps small businesses track and grow customer relationships from right within Outlook. It is included at no extra cost in Office 365 Business Premium subscription. This connector service is going to be shutdown on 07/01/2020.

This connector is available in the following products and regions:

Service Class Regions
Logic Apps Standard All Logic Apps regions except the following:
     -   Azure Government regions
     -   Azure China regions
Power Automate Standard All Power Automate regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
Power Apps Standard All Power Apps regions except the following:
     -   US Government (GCC)
     -   US Government (GCC High)
     -   China Cloud operated by 21Vianet
Contact
Name Microsoft
URL Microsoft LogicApps Support
Microsoft Power Automate Support
Microsoft Power Apps Support
Connector Metadata
Publisher Microsoft

Throttling Limits

Name Calls Renewal Period
API calls per connection10060 seconds

Actions

Create a business contact [DEPRECATED]

This operation is used to create a business contact in Outlook Customer Manager.

Create a company [DEPRECATED]

This operation is used to create a company in Outlook Customer Manager.

Create a deal [DEPRECATED]

This operation is used to create a deal in Outlook Customer Manager.

Create an activity [DEPRECATED]

This operation is used to create an activity on the timeline of a contact, company or deal in Outlook Customer Manger.

Create a business contact [DEPRECATED]

This operation is used to create a business contact in Outlook Customer Manager.

Parameters

Name Key Required Type Description
First Name
givenNames string

Add first name

Last Name
surnames string

Add last name

Email Address
address string

Add an email address

Phone Number
businessPhoneNumbers string

Add phone number

Company
companyDisplayName string

Add company

Returns

Name Path Type Description
Name
result.displayName string

Business contact's name.

emailAddresses
result.emailAddresses array of object
Email Address
result.emailAddresses.address string

Business contact's email.

givenNames
result.givenNames array of string
surnames
result.surnames array of string
businessPhoneNumbers
result.businessPhoneNumbers array of string

Create a company [DEPRECATED]

This operation is used to create a company in Outlook Customer Manager.

Parameters

Name Key Required Type Description
Name
displayName True string

Add company name

Website
businessHomePage string

Add a website

Email Address
address string

Add an Email address

Phone Number
businessPhones string

Add phone number

City
city string

Add a city

Country or Region
countryOrRegion string

Add a country or Region

Zip Code
postalCode string

Add zip

State
state string

Add a state

Street
street string

Add a street

Contact Name
contactDisplayName string

Linked contact details.

Contact Email Address
contactEmailAddress string

Linked contact details.

Returns

Name Path Type Description
Company Name
result.displayName string

Name of the company.

Website
result.businessHomePage string

Company's website.

emailAddresses
result.emailAddresses array of object
Email Address
result.emailAddresses.address string

Company's email address.

businessPhones
result.businessPhones array of string
City
result.businessAddress.city string

Business address of the company.

Country or Region
result.businessAddress.countryOrRegion string

Business address of the company.

Zip Code
result.businessAddress.postalCode string

Business address of the company.

State
result.businessAddress.state string

Business address of the company.

Street
result.businessAddress.street string

Business address of the company.

Create a deal [DEPRECATED]

This operation is used to create a deal in Outlook Customer Manager.

Parameters

Name Key Required Type Description
Name
name True string

Add a name

Amount
amount integer

Add amount

Close Date
closeTime date-time

MM/DD/YYYY or UTC format

Priority
priority string

Pick a priority.

Stage
stage string

Pick a stage.

Contact Name
contactDisplayName string

Details of the linked contact.

Contact Email
contactEmailAddress string

Details of the linked contact.

Linked Company
companyDisplayName string

Name of the linked company.

Returns

Name Path Type Description
Name
result.name string

Deal's name.

Amount
result.amount float

Deal's amount.

Close Date
result.closeTime date-time

Deal's close date.

Priority
result.priority string

Normal or high.

Stage
result.stage string

In-progress, won, lost or invalid.

Company
result.company string

Related company.

Create an activity [DEPRECATED]

This operation is used to create an activity on the timeline of a contact, company or deal in Outlook Customer Manger.

Parameters

Name Key Required Type Description
Activity Date and Time
eventTime date-time

Add an activity date-time in UTC format- eg. 2017-04-23T18:30:00Z

Color of Initials
iconColor string

Define the colors in which the initials should be displayed on the timeline.

Initials
iconInitials string

Add the initials used in the activity timeline. Maximum 2 characters are allowed.

Text for first line
line1Text string

Add the text for the first line of the activity in the activity timeline

Text for second line
line2Text True string

Add the text for the second line of the activity in the activity timeline

Link to
linkToEntityType True string

Choose if the activity is linked to a contact, company or deal.

Linked contact, company or deal
linkToDisplayName True string

Add the name of the contact, company or deal the activity timeline should show up.

Linked contact email address
linkToEmailAddress string

When selecting a contact, also add the email address for more accurate results.

Source
source string

Add the source the activity is coming from.

Url
url string

Add a url to be opened when clicking on the activity.

Returns

Name Path Type Description
eventTime
result.eventTime date-time

eventTime

Linked to
result.linkedEntityNames string

This activity has been linked to