365 Explorer

From Accelerator

This applies only to when you are using the Office 365 API (and not our Windows Outlook client)

Go to the Start here page to install

 https://accelerator.crmtogether.com/index.php?title=Start_Here

Once installed users will be able to open the app.

Explorer1.jpg

  • Click on the 3 dots ... and the menu opens (1)
  • Click on "CRM Together" and the Accelerator task pane opens (2)

Explorer2pin.jpg

  • To keep the task pane open click the Pin

Explorer3.jpg

  • Selecting an email will match and show the CRM data as before