Install Outlook Client

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 (usually 2).

  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

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Silent Install

A. To complete the installs silently you must first make sure that the edge runtime is installed on the client pc. This can be got from

https://developer.microsoft.com/en-us/microsoft-edge/webview2/

Select the "Fixed Version" and your machine bit (x86 or x64) to get the correct installer for you.

B. Next you run the CRM Together Add-in installer

EG

 C:\downloads\CRMTogetherOutlookAddin.exe /SILENT /https://crm.someserver.com/crm/

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Troubleshoot

If the user does not have the edge runtime installed and do not have permission to install it then they might see an error 120002.

To work around this, close and cancel the install and run again this time selecting to NOT install the egde runtime. Then open

https://developer.microsoft.com/en-us/microsoft-edge/webview2/

and click the "Evergreen Bootstrapper" download button and follow the onscreen instructions there.

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Uninstall the add in

On your windows workstation close outlook.

Then find the Add/Remove programs area.

Open the dialog and search (1) for "CRM Together Outlook"

Confirm you select the correct item (2), click the vertical dots (3) and click "Uninstall" (4) and follow the prompts.

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Add in is being disabled by outlook on windows

This applies to Outlook on windows only running the CRM Together Outlook add in software.

We have a helper app that will run and monitor the add in status and will flag to re-enable this if

Download this from

 https://update.crmtogether.com/AcceleratorOutlookBot.exe

and copy the exe to your desktop.

There are 2 checkbox options which we recommend are checked so the app starts when you start windows and will also monitor the status of the add in within Outlook for Windows.