Start Here: Difference between revisions

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We have 2 Outlook clients now.
1. New UI - on this page, for details of changes, see [http://accelerator.crmtogether.com/index.php?title=Upgrading UI Changes]
2. Classic - start here [https://accelerator.crmtogether.com/index.php?title=Outlook_Structure Outlook Structure]
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Client requirements for the new Client is that CRM must be on SSL to get all features. 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/ https://letsencrypt.org/] to create a free cert.
But if you do not want to do this or cannot then you can run the application locally off of your CRM server.
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If you are a Sage CRM partner or customer of CRM Together you can download the server software from our portal at
If you are a Sage CRM partner or customer of CRM Together you can download the server software from our portal at


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   [https://update.crmtogether.com update.crmtogether.com]  
   [https://update.crmtogether.com 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.  
and once installed updates are flagged automatically in the client application. You do not need (and should not use) administrator privilege's to install the client software.  


The Office 365 install uses the URL  
The Office 365 manifest 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 are 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. This is done via the 365 interface. Check out microsofts latest documentation to see how to do this.
 
Watch


Watch [https://vimeo.com/547526467 here]
[https://vimeo.com/547526467 here]
[[File:office365install.png]]
[[File:office365install.png]]
to see it in action
 
to see how a single use can do this.

Revision as of 16:20, 12 July 2021

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 (and should not use) administrator privilege's to install the client software.

The Office 365 manifest 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. This is done via the 365 interface. Check out microsofts latest documentation to see how to do this.

Watch

here

to see how a single use can do this.

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