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Client requirements for the new Client is that CRM must be on SSL. This means that | Client requirements for the new Client is that CRM must be on SSL. This means that your CRM must be using "https". | ||
EG | EG | ||
https://crm.yourserver.com/crm/eware.dll | https://crm.yourserver.com/crm/eware.dll | ||
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[https://crm.crmtogether.com/customer365/logon.aspx Customer365 Portal] | [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. | 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 | The client software download link will be available in Sage CRM once the server-side is installed but is hosted at | ||
[https://update.crmtogether.com update.crmtogether.com] | [https://update.crmtogether.com update.crmtogether.com] | ||
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and once installed updates are flagged automatically in the client application. You do not need administrator privilege's to install the software. | and once installed updates are flagged automatically in the client application. You do not need administrator privilege's to install the software. | ||
The Office 365 install uses the | The Office 365 install uses the URL | ||
[https://update.crmtogether.com/acmanifest.xml Office365 Manifest] | [https://update.crmtogether.com/acmanifest.xml Office365 Manifest] | ||
to load in the application. This can be installed per user or via the admin area and users given access as required. | to load in the application. This can be installed per-user or via the admin area and users are given access as required. | ||
Watch [https://vimeo.com/547526467 here] | Watch [https://vimeo.com/547526467 here] | ||
[[File:office365install.png]] | [[File:office365install.png]] | ||
to see it in action | to see it in action | ||
Revision as of 15:50, 25 June 2021
We have 2 Outlook clients now.
1. New UI - on this page
2. Classic - start here Outlook Structure
Client requirements for the new Client is that CRM must be on SSL. This means that your CRM must be using "https". EG
https://crm.yourserver.com/crm/eware.dll
You can buy a cert from an authority or use something like https://letsencrypt.org/ to create a free cert.
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 administrator privilege's to install the software.
The Office 365 install uses the URL
Office365 Manifest
to load in the application. This can be installed per-user or via the admin area and users are given access as required.
Watch here
to see it in action
