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.


'''Download'''
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]]
 
----


First click [https://update.crmtogether.com/CRMTogetherOutlookAddinPlus.exe here] to download the Accelerator Plus Outlook Classic Add-in
** Admin Consent Flow Setup **


'''Install'''
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.


Please NOTE that if you are moving from the CLASSIC UI you must uninstall the old outlook client and install the new one.  
[[File:Admin Consent Flow Setup.png]]


1. Close Outlook.  
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.  


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


3. Follow the wizard instructions
See also


4. Open Outlook and click "Allow" on any prompts that appear (usually 2).  
  https://docs.azure.cn/en-us/entra/identity/enterprise-apps/admin-consent-workflow-overview
  You will now see the CRM Together section in the Outlook Ribbon.
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----
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Windows Outlook Client Install ***
'''Download'''
First click [https://update.crmtogether.com/CRMTogetherOutlookAddinPlus.exe here] to download the Accelerator Plus Outlook Classic Add-in
'''Install'''


'''Office 365 Client 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.


* Note: Do not install the Outlook Classic add in and the Office 365 Install on the same Account. Only one should be used.


The Office365 manifest is at
----
    https://update.crmtogether.com/acplus-manifest.xml
Office 365 *** LEGACY METHOD TO INSTALL ON 365


See
The Office 365 manifest install uses the URL
  https://accelerator.crmtogether.com/index.php?title=Install_Outlook365_Client


for details on how to Install the client making sure to use the AC Plus manifest link instead.
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


Differences with our add-in and Office 365
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


Features not supported
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.


-Explorer (Options menu)
Open https://aka.ms/olksideload and you will be able to add this in


* Add Tag
Check out Microsofts latest documentation to see how to do this.
* Reply and Tag
* New Email
* New Appointment


-Compose (email)
Watch [https://vimeo.com/547526467 here]


* Neither send and save buttons are available
to see how a single user can do this on a mail box.

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.