Outlook Customer Manager (Preview)

Outlook Customer Manager (Preview)

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.

Note:

  • This is a Standard connector.

Throttling Limits

Name Calls Renewal Period
API calls per connection 100 60 seconds

Actions

Create a business contact

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

Optional Parameters

First Name
string
Add first name
Last Name
string
Add last name
Email Address
string
Add an email address
Phone Number
string
Add phone number
Company
string
Add company

Returns

Name
string
Business contact's name.
emailAddresses
array of object
This operation is used to create a business contact in Outlook Customer Manager.
Email Address
string
Business contact's email.
givenNames
array of string
This operation is used to create a business contact in Outlook Customer Manager.
surnames
array of string
This operation is used to create a business contact in Outlook Customer Manager.
businessPhoneNumbers
array of string
This operation is used to create a business contact in Outlook Customer Manager.

Create a company

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

Required Parameters

Name
string
Add company name

Optional Parameters

Website
string
Add a website
Email Address
string
Add an Email address
Phone Number
string
Add phone number
City
string
Add a city
Country or Region
string
Add a country or Region
Zip Code
string
Add zip
State
string
Add a state
Street
string
Add a street
Contact Name
string
Linked contact details.
Contact Email Address
string
Linked contact details.

Returns

Company Name
string
Name of the company.
Website
string
Company's website.
emailAddresses
array of object
This operation is used to create a company in Outlook Customer Manager.
Email Address
string
Company's email address.
businessPhones
array of string
This operation is used to create a company in Outlook Customer Manager.
City
string
Business address of the company.
Country or Region
string
Business address of the company.
Zip Code
string
Business address of the company.
State
string
Business address of the company.
Street
string
Business address of the company.

Create a deal

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

Required Parameters

Name
string
Add a name

Optional Parameters

Amount
integer
Add amount
Close Date
date-time
MM/DD/YYYY or UTC format
Priority
string
Pick a priority.
Stage
string
Pick a stage.
Contact Name
string
Details of the linked contact.
Contact Email
string
Details of the linked contact.
Linked Company
string
Name of the linked company.

Returns

Name
string
Deal's name.
Amount
float
Deal's amount.
Close Date
date-time
Deal's close date.
Priority
string
Normal or high.
Stage
string
In-progress, won, lost or invalid.
Company
string
Related company.

Create an activity

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

Required Parameters

Text for second line
string
Add the text for the second line of the activity in the activity timeline
Link to
string
Choose if the activity is linked to a contact, company or deal.
Linked contact, company or deal
string
Add the name of the contact, company or deal the activity timeline should show up.

Optional Parameters

Activity Date and Time
date-time
Add an activity date-time in UTC format- eg. 2017-04-23T18:30:00Z
Color of Initials
string
Define the colors in which the initials should be displayed on the timeline.
Initials
string
Add the initials used in the activity timeline. Maximum 2 characters are allowed.
Text for first line
string
Add the text for the first line of the activity in the activity timeline
Linked contact email address
string
When selecting a contact, also add the email address for more accurate results.
Source
string
Add the source the activity is coming from.
Url
string
Add a url to be opened when clicking on the activity.

Returns

eventTime
date-time
eventTime
Linked to
string
This activity has been linked to