365 Explorer

From Accelerator for SageCRM
Revision as of 16:18, 20 July 2021 by Sagecrmw (talk | contribs)

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