365 Explorer: Difference between revisions

Latest revision as of 15:30, 3 July 2023

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

The feature set using the new office API is less so there are less features using this integration.

Some other limitations (as of July 2023)

"Shared Mailboxes" are not supported (they are due to be supported end of 2023).
Each mailbox needs to install the add-in

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.

@@ Line 1: / Line 1: @@
-This applies only to when you are using the Office 365 API (and not our Windows Outlook client)
+This applies only to when you are using the Office 365 API (and not our Windows Outlook client).
+The feature set using the new office API is less so there are less features using this integration.
+Some other limitations (as of July 2023)
+* "Shared Mailboxes" are not supported (they are due to be supported end of 2023).
+* Each mailbox needs to install the add-in
 Go to the Start here page to install
@@ Line 5: / Line 12: @@
    [https://accelerator.crmtogether.com/index.php?title=Start_Here https://accelerator.crmtogether.com/index.php?title=Start_Here]
-Once installed users
+Once installed users will be able to open the app.
 [[File:explorer1.jpg]]
+* Click on the 3 dots ... and the menu opens (1)
+* Click on "CRM Together" and the Accelerator task pane opens (2)
 [[File:explorer2pin.jpg]]
+* To keep the task pane open click the Pin
 [[File:explorer3.jpg]]
+* Selecting an email will match and show the CRM data as before