AC Plus Client Install: Difference between revisions

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'''Windows Outlook Classic Client Install'''
This page covers the Office 365 install and the Windows Outlook Client Install we provide to host the app.


09 May 2025
Accelerator Plus for Sage CRM is now available on the Microsft App Source Store
Click [https://appsource.microsoft.com/en-us/product/office/WA200008553?tab=Overview?src=onlinehelp&mktcmpid=acplus here] to open or add via Outlook.
[[Image:badge-ms-appstore.png|link=https://appsource.microsoft.com/en-us/product/office/WA200008553]]
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** Admin Consent Flow Setup **
Note: As of April 2025 we were required to use the MSGraph API. Users will therefore be prompted to allow access to their emails. In some cases administrator consent is required.
[[File:Admin Consent Flow Setup.png]]
To do this administrators should open the url  [https://login.microsoftonline.com/common/adminconsent?client_id=28f7c67e-6631-4b43-9755-a34ec1ba8c7e&redirect_uri=https://appacplus.crmtogether.com here] and provide consent here for the users to install the add-in.
See also
  https://docs.azure.cn/en-us/entra/identity/enterprise-apps/admin-consent-workflow-overview
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Windows Outlook Client Install ***
'''Download'''
'''Download'''
 
First click [https://update.crmtogether.com/CRMTogetherOutlookAddinPlus.exe here] to download the Accelerator Plus Outlook Classic Add-in
First click [https://update.crmtogether.com/CRMTogetherOutlookAddinPlus.exe here] to download the Accelerator Plus Outlook Classic Add-in
 
'''Install'''
'''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. Run the application install you downloaded (double click on it). '''Do NOT run the installer as administrator'''
2. Run the application install you downloaded (double click on it). '''Do NOT run the installer as administrator'''
 
3. Follow the wizard instructions
3. Follow the wizard instructions
4. Open Outlook and click "Allow" on any prompts that appear (usually 2).
  You will now see the CRM Together section in the Outlook Ribbon.


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


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Office 365 *** LEGACY METHOD TO INSTALL ON 365
The Office 365 manifest install uses the URL
AC Plus
  [https://update.crmtogether.com/acplus-manifest.xml Office365 Manifest AC Plus]
** Note (9 Nov 23) Microsoft have removed the option to add from a url and so you have to save the manifest and add as a file. In 2024 we will have the app on the app store removing the need for all this.
ref: https://support.microsoft.com/en-us/office/using-add-ins-in-outlook-on-the-web-8f2ce816-5df4-44a5-958c-f7f9d6dabdce
See also
    https://devblogs.microsoft.com/microsoft365dev/updates-to-how-to-install-and-use-add-ins-and-apps-in-outlook-for-windows-and-outlook-on-the-web/?ocid=microsoft365dev_eml_tnp_autoid65_title
to load in the application. This can be installed per-user or via the admin area and users are given access as required. This is done via the 365 interface.
Open https://aka.ms/olksideload and you will be able to add this in


'''Office 365 Client Install'''
Check out Microsofts latest documentation to see how to do this.


* Note: Do not install the Outlook Classic add in and the Office 365 Install on the same Account. Only one should be used.  
Watch [https://vimeo.com/547526467 here]


The Office365 manifest is at
to see how a single user can do this on a mail box.
    https://update.crmtogether.com/acplus-manifest.xml

Latest revision as of 09:36, 9 May 2025

This page covers the Office 365 install and the Windows Outlook Client Install we provide to host the app.

09 May 2025

Accelerator Plus for Sage CRM is now available on the Microsft App Source Store

Click here to open or add via Outlook.

    • Admin Consent Flow Setup **

Note: As of April 2025 we were required to use the MSGraph API. Users will therefore be prompted to allow access to their emails. In some cases administrator consent is required.

To do this administrators should open the url here and provide consent here for the users to install the add-in.


See also 

 https://docs.azure.cn/en-us/entra/identity/enterprise-apps/admin-consent-workflow-overview

Windows Outlook Client Install ***

Download

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

Install

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

4. Open Outlook and click "Allow" on any prompts that appear (usually 2). 

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


Office 365 *** LEGACY METHOD TO INSTALL ON 365

The Office 365 manifest install uses the URL

AC Plus 

 Office365 Manifest AC Plus
    • Note (9 Nov 23) Microsoft have removed the option to add from a url and so you have to save the manifest and add as a file. In 2024 we will have the app on the app store removing the need for all this.

ref: https://support.microsoft.com/en-us/office/using-add-ins-in-outlook-on-the-web-8f2ce816-5df4-44a5-958c-f7f9d6dabdce

See also 

   https://devblogs.microsoft.com/microsoft365dev/updates-to-how-to-install-and-use-add-ins-and-apps-in-outlook-for-windows-and-outlook-on-the-web/?ocid=microsoft365dev_eml_tnp_autoid65_title

to load in the application. This can be installed per-user or via the admin area and users are given access as required. This is done via the 365 interface.

Open https://aka.ms/olksideload and you will be able to add this in

Check out Microsofts latest documentation to see how to do this.

Watch here

to see how a single user can do this on a mail box.

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