365 Compose: Difference between revisions

From Accelerator for SageCRM
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[[File:compose1.jpg]]
[[File:compose1.jpg]]


Use these options as defined in Compose mode
* Accelerator opens the task pane
* More info on Email Templates here - http://accelerator.crmtogether.com/index.php?title=E-Mail_Templates
* More info on Shared documents here - http://accelerator.crmtogether.com/index.php?title=CRM_Documents
* More info on the address book here - http://accelerator.crmtogether.com/index.php?title=Address_Book


For those familiar with using Accelerator within Microsoft Outlook, there is no access to the commands 'send and save' or prompt and send'.
For those familiar with using Accelerator within Microsoft Outlook, there is no access to the commands 'send and save' or prompt and send'.
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The 365 API does not support send events so we are unable to catch and store the email.
The 365 API does not support send events so we are unable to catch and store the email.


An email can be filed to CRM after sending by selecting it in the sent items folder and using the Save Email button within the Accelerator task pane, that is either :
An email can be filed to CRM after sending by selecting it in the sent items folder and filing from there. that is either :
 
1. The 'Save Email' button on the Explorer ribbon  
1. The 'Save Email' button on the Explorer ribbon  


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2. The 'Save Email' button on the Task Pane
2. The 'Save Email' button on the Task Pane
In 365 the process is backwards. You can save to CRM (a dialog will open) and then you send the email as normal.
[[File:send and save.png]]
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You can PIN the add in by
A. Open the add-ins panel
B. Right click and select "Pin"/"UnPin"
C. The add in appears as its own button
[[File:compose pin add in.png]]

Latest revision as of 13:12, 24 November 2025

When composing an email to use the Accelerator tools

  • Click on the 3 dots (1)
  • In the menu that opens click "CRM Together" (2)
  • The Accelerator menu (3) appears

For those familiar with using Accelerator within Microsoft Outlook, there is no access to the commands 'send and save' or prompt and send'.

The 365 API does not support send events so we are unable to catch and store the email.

An email can be filed to CRM after sending by selecting it in the sent items folder and filing from there. that is either :

1. The 'Save Email' button on the Explorer ribbon

or

2. The 'Save Email' button on the Task Pane

In 365 the process is backwards. You can save to CRM (a dialog will open) and then you send the email as normal.

You can PIN the add in by

A. Open the add-ins panel

B. Right click and select "Pin"/"UnPin"

C. The add in appears as its own button



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