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We have 2 Outlook clients now.
If you are a Sage CRM partner or customer of CRM Together you can download the server software from our portal at
 
  [https://crm.crmtogether.com/customer365/logon.aspx Customer365 Portal]


1. New UI - on this page
You need to already be a registered partner or customer to access this. Please contact us from https://crmtogether.com/contact/ if you cannot get access.  
2. Classic - start here [https://accelerator.crmtogether.com/index.php?title=Outlook_Structure Outlook Structure]


Client requirements for the new Client is that CRM must be on SSL. This means that you CRM must be using "https".
The client software download link will be available in Sage CRM once the server-side is installed but is hosted at
EG
  https://crm.yourserver.com/crm/eware.dll


You can buy a cert from an authority or use something like [https://letsencrypt.org/ https://letsencrypt.org/] to create a free cert.
  [https://update.crmtogether.com?utm_source=achelp&utm_medium=link&utm_campaign=helplink update.crmtogether.com]  


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and once installed updates are flagged automatically in the client application. You do not need (and should not use) administrator privilege's to install the client software.
If you are a Sage CRM partner or customer of CRM Together you can download the server software from our portal at


  [https://crm.crmtogether.com/customer365/logon.aspx Customer365 Portal]
----


You need to already be a registered partner or customer to access this. Please contact us from crmtogether.com if you cannot get access.
NOTE: THE ACCELERATOR APPLICATION IS NOW AVAILABLE ON THE MICROSOFT APP SOURCE STORE - THIS NOTE IS HISTORICAL AND WILL BE REMOVED


The client software is hosted at
SEE
        https://accelerator.crmtogether.com/index.php?title=Install_Outlook365_Client


  [https://update.crmtogether.com update.crmtogether.com]
The Office 365 manifest install uses the URL


and once installed updates are flagged automatically in the client application. You do not need administrator privilege's to install the software.  
Version 5.2
  [https://update.crmtogether.com/version1260-manifest.xml Office365 Manifest AC 5.2]


The Office 365 install  uses the url
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. Check out microsofts latest documentation to see how to do this.


  [https://update.crmtogether.com/acmanifest.xml Office365 Manifest]
Watch [https://vimeo.com/547526467 here]


to load in the application. This can be installed per user or via the admin area and users given access as required.
to see how a user can do this.


Watch [https://vimeo.com/547526467 here]
NOTE: If your CRM URLS map to a private IP address when users are on your network this will cause a COR's issue. Your CRM URLS must always map to your public IP even if the user is on the network.
[[File:office365install.png]]
to see it in action

Latest revision as of 12:09, 20 December 2024

If you are a Sage CRM partner or customer of CRM Together you can download the server software from our portal at 

 Customer365 Portal

You need to already be a registered partner or customer to access this. Please contact us from https://crmtogether.com/contact/ if you cannot get access.

The client software download link will be available in Sage CRM once the server-side is installed but is hosted at 

 update.crmtogether.com

and once installed updates are flagged automatically in the client application. You do not need (and should not use) administrator privilege's to install the client software.

NOTE: THE ACCELERATOR APPLICATION IS NOW AVAILABLE ON THE MICROSOFT APP SOURCE STORE - THIS NOTE IS HISTORICAL AND WILL BE REMOVED

SEE 

       https://accelerator.crmtogether.com/index.php?title=Install_Outlook365_Client

The Office 365 manifest install uses the URL

Version 5.2 

 Office365 Manifest AC 5.2

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

Watch here

to see how a user can do this.

NOTE: If your CRM URLS map to a private IP address when users are on your network this will cause a COR's issue. Your CRM URLS must always map to your public IP even if the user is on the network.

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