365 Explorer: Difference between revisions
From Accelerator for SageCRM
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[[File:explorer1.jpg]] | [[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]] | [[File:explorer2pin.jpg]] | ||
* To keep the task pane open click the Pin | |||
[[File:explorer3.jpg]] | [[File:explorer3.jpg]] | ||
* Selecting an email will match and show the CRM data as before | |||
Revision as of 17:18, 20 July 2021
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
- Click on the 3 dots ... and the menu opens (1)
- Click on "CRM Together" and the Accelerator task pane opens (2)
- To keep the task pane open click the Pin
- Selecting an email will match and show the CRM data as before
