---
sourceDocument: Brazil Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/customer-service-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# View customer details

# View Microsoft Outlook customer contact details in your instance {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Once you have integrated Customer Service Management (CSM) with Microsoft Outlook, you can
view customer details in an Outlook add-in panel to make communication easier.

## Before you begin

Role required: sn_customerservice.contact_manager,
sn_csm_proxy_cont

## Procedure

1. In Microsoft Outlook, open an email message you received from the contact.
2. On the Microsoft Outlook Home tab, click View in ServiceNow.  
   The Outlook add-in panel displays the contact details.  
   Note:  
   If the contact details are not available, the No contact was found message is displayed.
3. **Optional:** If you want to perform other contact tasks, access the contact information in the CSM portal page by clicking the Pop-out icon (![Pop-out icon]()).