Install Outlook365 Client: Difference between revisions

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The Office 365 manifest install uses the URL
17 Sept 2024
 
AC Pro Version 5.2
  [https://update.crmtogether.com/version1260-manifest.xml Office365 Manifest AC 5.2]
 
* Note: AC Plus users should use the manifest url on page https://accelerator.crmtogether.com/index.php?title=AC_Plus_Client_Install


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


Watch [https://vimeo.com/547526467 here]
Click [https://appsource.microsoft.com/en-us/product/office/WA200007357?src=onlinehelp&mktcmpid=acpro here] to open or add via Outlook.


to see how a single user can do this on a mail box.
[[Image:badge-ms-appstore.png|link=https://appsource.microsoft.com/en-us/product/office/WA200007357]]


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Differences with our add-in and the Office 365 one
Differences with our Outlook Classic add-in and the Office 365 one


Features not supported
Features not supported
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-Compose (email)
-Compose (email)


* Neither send and save buttons are available
* "send and save" and "Prompt and Send" buttons are NOT available. This is due to API restrictions. However we have a "Save" button that allows you save the email in compose mode before you send it.
 
* Open Task Pane will not match on the email in TO


Also Note that Outlook on Mobile/Smart phones is not supported
Also Note that Outlook on Mobile/Smart phones is not supported
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We recommend editing your Outlook settings so the Accelerator button is visible in the toolbar.  
We recommend editing your Outlook settings so the Accelerator button is visible in the toolbar.  


1. Go to the Settings gear (1)
1. Select an email and click the three dots "..."
 
[[File:o365 emaildotclick.png]]
 
2. Choose Customize actions
 
3. Check the Accelerator Pro in the screen
 
[[File:o365 check acpro.png]]
 
4. Click Save
 
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'''Removing add-ins'''
 
You can log into outlook on the web and then in the same browser open https://aka.ms/olksideload find the add-in in the Custom add-ins section of the dialog box that lists your installed add-ins. Choose the ellipsis (...) for the add-in and then choose Remove to remove that specific add-in.
 
And from there remove the add in. Sometimes though in your Outlook Classic client things get stuck and so you may need to manually clear the cache. Follow the steps below (at your own risk):
 
1. Close Outlook.
 
2. Open the Run command by pressing the Windows key + R.
 
3. Type %localappdata%\Microsoft\Outlook\ and press Enter.
 
4. Delete all the files and folders in the folder that opens.
 
5. Restart Outlook and check if the new version of the add-in is removed.
 
--Historical Method--
 
The Office 365 manifest install uses the URL
 
AC Pro Version 5.2
  [https://update.crmtogether.com/version1260-manifest.xml Office365 Manifest AC 5.2]
 
* Note: AC Plus users should use the manifest url on page https://accelerator.crmtogether.com/index.php?title=AC_Plus_Client_Install
 
** 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.


[[File:o365 custom settings.png]]
So log into Outlook on the web.  


2. Click on View all Outlook settings (2)
Open https://aka.ms/olksideload and you will be able to add this 'Office365 Manifest AC' you downloaded in from the "My add ins" page./Custom add ins, Add File.  


3. Choose Customize actions
Check out Microsofts latest documentation to see how to do this.


4. Check the Accelerator in the Message surface (located in the Customise actions section) by clicking the check mark next to it.  
Watch [https://vimeo.com/547526467 here]


[[File:o365 check ac.png]]
to see how a single user can do this on a mail box.
 
----

Latest revision as of 13:45, 18 November 2024

17 Sept 2024

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

Click here to open or add via Outlook.

Differences with our Outlook Classic add-in and the Office 365 one

Features not supported

-Explorer (Options menu)

  • Add Tag
  • Reply and Tag
  • New Email
  • New Appointment

-Compose (email)

  • "send and save" and "Prompt and Send" buttons are NOT available. This is due to API restrictions. However we have a "Save" button that allows you save the email in compose mode before you send it.
  • Open Task Pane will not match on the email in TO

Also Note that Outlook on Mobile/Smart phones is not supported

Enable

To keep the task pane open Pin the task pane (otherwise when you change email it will close)

Ideal Configuration

We recommend editing your Outlook settings so the Accelerator button is visible in the toolbar.

1. Select an email and click the three dots "..."

2. Choose Customize actions

3. Check the Accelerator Pro in the screen

4. Click Save

Removing add-ins

You can log into outlook on the web and then in the same browser open https://aka.ms/olksideload find the add-in in the Custom add-ins section of the dialog box that lists your installed add-ins. Choose the ellipsis (...) for the add-in and then choose Remove to remove that specific add-in.

And from there remove the add in. Sometimes though in your Outlook Classic client things get stuck and so you may need to manually clear the cache. Follow the steps below (at your own risk):

1. Close Outlook.

2. Open the Run command by pressing the Windows key + R.

3. Type %localappdata%\Microsoft\Outlook\ and press Enter.

4. Delete all the files and folders in the folder that opens.

5. Restart Outlook and check if the new version of the add-in is removed.

--Historical Method--

The Office 365 manifest install uses the URL

AC Pro Version 5.2 

 Office365 Manifest AC 5.2
    • 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.

So log into Outlook on the web.

Open https://aka.ms/olksideload and you will be able to add this 'Office365 Manifest AC' you downloaded in from the "My add ins" page./Custom add ins, Add File.

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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