Install Outlook365 Client: Difference between revisions

From Accelerator for SageCRM
(Created page with "The Office 365 manifest install uses the URL Version 5.2 [https://update.crmtogether.com/version1260-manifest.xml 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 [https://vimeo.com/547526467 here] to see how a user can do this. ---- '''Enable''' File:o365...")
 
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3. Choose Customize actions
3. Choose Customize actions
[[File:o365 custom settings.png]]


4. Check the Accelerator in the Message surface (located in the Customise actions section) by clicking the check mark next to it.  
4. Check the Accelerator in the Message surface (located in the Customise actions section) by clicking the check mark next to it.  


[[File:o365 check ac.png]]
[[File:o365 check ac.png]]

Revision as of 20:33, 3 July 2023

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.


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. Go to the Settings gear

2. Click on View all Outlook settings

3. Choose Customize actions

4. Check the Accelerator in the Message surface (located in the Customise actions section) by clicking the check mark next to it.