Outlook Toolbar

From Accelerator for SageCRM
Revision as of 20:25, 18 November 2011 by Sagecrmw (talk | contribs)

Please follow the steps below to install the Accelerator Toolbar in MS Outlook.

  1. Log on to Sage CRM
  2. Click on "My CRM"
  3. Click on the "Accelerator" tab and then on the IE installer link.
  4. Following the on screen instructions we first click on the link to download the client install.
  5. Save the install locally or click "Run" and follow the client side install instructions. (Ensure that Outlook has been shut down first)
  6. Ensure that you enter in your details to connect to CRM and test the connection
  7. Next time that you open MSOutlook you will see 'Accelerator for Sage CRM' installed.

Outlook 2010 (the Toolbar will appear somewhat different in Outlook 2007)

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