Install Outlook Client: Difference between revisions

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'''This page explains how to install the Outlook client in the Windows Outlook Client'''
'''This page explains how to download and install the Outlook client in the Windows Outlook Classic Add in'''
 
'''Download'''
 
First click [https://update.crmtogether.com/CRMTogetherOutlookAddin.exe here] to download the Accelerator Pro Outlook Classic Add-in
 
Please note: UNC paths cannot be used as the install path
 
'''Install'''
 
Please NOTE that if you are moving from the CLASSIC UI you must uninstall the old outlook client and install the new one.


1. Close Outlook.  
1. Close Outlook.  


2. Open and log into CRM and you will see an "Accelerator" tab.
2. Run the application install you downloaded (double click on it). '''Do NOT run the installer as administrator'''


[[File:mycrmacnewui.png]]
3. Follow the wizard instructions


3. Click on the link on the right of the page. You will be prompted to save the application.
- On the CRM URL input field make sure you PUT IN THE eware.dll URL


4. Run the application (double click on it). '''Do NOT run the installer as administrator'''
eg


5. Follow the wizard instructions
  https://crm.yourcompany.com/crm/eware.dll/go


6. Open Outlook and click "Allow" on any prompts that appear (usually 2).  
4. Open Outlook and click "Allow" on any prompts that appear (usually 1).  
   You will now see the CRM Together section in the Outlook Ribbon.  
   You will now see the CRM Together section in the Outlook Ribbon.  


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A.  
A.  
To complete the installs silently you must first make sure that the edge runtime is installed on the client pc. This can be got from
To complete the installs silently you must first make sure that the edge webview / webview2 runtime is installed on the client pc. This can be got from


https://developer.microsoft.com/en-us/microsoft-edge/webview2/
https://developer.microsoft.com/en-us/microsoft-edge/webview2/
We also host this at
https://update.crmtogether.com/webview/WebView2RuntimeInstallerX64.exe


Select the "Fixed Version" and your machine bit (x86 or x64) to get the correct installer for you.  
Select the "Fixed Version" and your machine bit (x86 or x64) to get the correct installer for you.  
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EG
EG


   C:\downloads\CRMTogetherOutlookAddin.exe /SILENT /https://crm.someserver.com/crm/
   C:\downloads\CRMTogetherOutlookAddin.exe /SILENT /https://crm.someserver.com/crm/eware.dll/go




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''Add in is being disabled by outlook on windows''
''Add in is being disabled by outlook on windows''
SUPPORT APP BOT - DEC 2022


This applies to Outlook on windows only running the CRM Together Outlook add in software.
This applies to Outlook on windows only running the CRM Together Outlook add in software.

Latest revision as of 14:31, 25 September 2024

This page explains how to download and install the Outlook client in the Windows Outlook Classic Add in

Download

First click here to download the Accelerator Pro Outlook Classic Add-in

Please note: UNC paths cannot be used as the install path

Install

Please NOTE that if you are moving from the CLASSIC UI you must uninstall the old outlook client and install the new one.

1. Close Outlook.

2. Run the application install you downloaded (double click on it). Do NOT run the installer as administrator

3. Follow the wizard instructions

- On the CRM URL input field make sure you PUT IN THE eware.dll URL

eg 

 https://crm.yourcompany.com/crm/eware.dll/go

4. Open Outlook and click "Allow" on any prompts that appear (usually 1). 

  You will now see the CRM Together section in the Outlook Ribbon.

Setup your Sage CRM connection 

 https://accelerator.crmtogether.com/index.php?title=Connections

Silent Install

A. To complete the installs silently you must first make sure that the edge webview / webview2 runtime is installed on the client pc. This can be got from

https://developer.microsoft.com/en-us/microsoft-edge/webview2/

We also host this at https://update.crmtogether.com/webview/WebView2RuntimeInstallerX64.exe

Select the "Fixed Version" and your machine bit (x86 or x64) to get the correct installer for you.

B. Next you run the CRM Together Add-in installer

EG 

 C:\downloads\CRMTogetherOutlookAddin.exe /SILENT /https://crm.someserver.com/crm/eware.dll/go


Troubleshoot

If the user does not have the edge runtime installed and do not have permission to install it then they might see an error 120002.

To work around this, close and cancel the install and run again this time selecting to NOT install the egde runtime. Then open

https://developer.microsoft.com/en-us/microsoft-edge/webview2/

and click the "Evergreen Bootstrapper" download button and follow the onscreen instructions there.

Uninstall the add in

On your windows workstation close outlook.

Then find the Add/Remove programs area.

Open the dialog and search (1) for "CRM Together Outlook"

Confirm you select the correct item (2), click the vertical dots (3) and click "Uninstall" (4) and follow the prompts.


Add in is being disabled by outlook on windows 

SUPPORT APP BOT - DEC 2022

This applies to Outlook on windows only running the CRM Together Outlook add in software.

We have a helper bot app that will run and monitor the add in status and will flag to re-enable this if

Download this from 

 https://update.crmtogether.com/AcceleratorOutlookBot.exe

and copy the exe to your desktop.

There are 2 checkbox options which we recommend are checked so:

(1) monitor the status of the add in within Outlook for Windows

(2) the app starts when you start windows

Area 3 shows any of the Outlook add-ins you have installed (usually only one).

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