Install Outlook Client: Difference between revisions
From Accelerator for SageCRM
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Setup your Sage CRM connection | |||
https://accelerator.crmtogether.com/index.php?title=Connections | https://accelerator.crmtogether.com/index.php?title=Connections | ||
Revision as of 17:44, 23 March 2022
This page explains how to install the Outlook client in the Windows Outlook Client
1. Close Outlook.
2. Open and log into CRM and you will see an "Accelerator" tab.
3. Click on the link on the right of the page. You will be prompted to save the application.
4. Run the application (double click on it). Do NOT run the installer as administrator
5. Follow the wizard instructions
6. Open Outlook and click Allow on any prompts that appear.
You will now see the CRM Together section in the Outlook Ribbon.
Setup your Sage CRM connection
https://accelerator.crmtogether.com/index.php?title=Connections
