AC Plus Client Install: Difference between revisions

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'''Windows Outlook Classic Client Install'''
This page covers the Office 365 install and the Windows Outlook Client Install we provide to host the app.


'''Download'''
----
Office 365 ***


First click [https://update.crmtogether.com/CRMTogetherOutlookAddinPlus.exe here] to download the Accelerator Plus Outlook Classic Add-in
The Office 365 manifest install uses the URL


'''Install'''
AC Plus
  [https://update.crmtogether.com/acplus-manifest.xml Office365 Manifest AC Plus]


Please NOTE that if you are moving from the CLASSIC UI you must uninstall the old outlook client and install the new one.  
** Note (9 Nov 23) Microsoft have removed the option to add from a url and so you have to save the manifest and add as a file. In 2024 we will have the app on the app store removing the need for all this.


1. Close Outlook.  
ref: https://support.microsoft.com/en-us/office/using-add-ins-in-outlook-on-the-web-8f2ce816-5df4-44a5-958c-f7f9d6dabdce


2. Run the application install you downloaded (double click on it). '''Do NOT run the installer as administrator'''
See also
    https://devblogs.microsoft.com/microsoft365dev/updates-to-how-to-install-and-use-add-ins-and-apps-in-outlook-for-windows-and-outlook-on-the-web/?ocid=microsoft365dev_eml_tnp_autoid65_title


3. Follow the wizard instructions
to load in the application. This can be installed per-user or via the admin area and users are given access as required. This is done via the 365 interface.


4. Open Outlook and click "Allow" on any prompts that appear (usually 2).
Open https://aka.ms/olksideload and you will be able to add this in
  You will now see the CRM Together section in the Outlook Ribbon.


----
Check out Microsofts latest documentation to see how to do this.


'''Office 365 Client Install'''
Watch [https://vimeo.com/547526467 here]


* Note: Do not install the Outlook Classic add in and the Office 365 Install on the same Account. Only one should be used.  
to see how a single user can do this on a mail box.


The Office365 manifest is at
----
    https://update.crmtogether.com/acplus-manifest.xml
Windows Outlook Client Install ***
'''Download'''
First click [https://update.crmtogether.com/CRMTogetherOutlookAddinPlus.exe here] to download the Accelerator Plus Outlook Classic Add-in
'''Install'''


See
1. Close Outlook.  
  https://accelerator.crmtogether.com/index.php?title=Install_Outlook365_Client
 
2. Run the application install you downloaded (double click on it). '''Do NOT run the installer as administrator'''
for details on how to Install the client making sure to use the AC Plus manifest link instead.
 
3. Follow the wizard instructions
Differences with our add-in and Office 365
 
4. Open Outlook and click "Allow" on any prompts that appear (usually 2).
Features not supported
 
  You will now see the CRM Together section in the Outlook Ribbon.
-Explorer (Options menu)
 
* Add Tag
* Reply and Tag
* New Email
* New Appointment
 
-Compose (email)
 
* Neither send and save buttons are available

Latest revision as of 16:22, 19 April 2024

This page covers the Office 365 install and the Windows Outlook Client Install we provide to host the app.

Office 365 ***

The Office 365 manifest install uses the URL

AC Plus 

 Office365 Manifest AC Plus
    • Note (9 Nov 23) Microsoft have removed the option to add from a url and so you have to save the manifest and add as a file. In 2024 we will have the app on the app store removing the need for all this.

ref: https://support.microsoft.com/en-us/office/using-add-ins-in-outlook-on-the-web-8f2ce816-5df4-44a5-958c-f7f9d6dabdce

See also 

   https://devblogs.microsoft.com/microsoft365dev/updates-to-how-to-install-and-use-add-ins-and-apps-in-outlook-for-windows-and-outlook-on-the-web/?ocid=microsoft365dev_eml_tnp_autoid65_title

to load in the application. This can be installed per-user or via the admin area and users are given access as required. This is done via the 365 interface.

Open https://aka.ms/olksideload and you will be able to add this in

Check out Microsofts latest documentation to see how to do this.

Watch here

to see how a single user can do this on a mail box.

Windows Outlook Client Install ***

Download

First click here to download the Accelerator Plus Outlook Classic Add-in

Install

1. Close Outlook.

2. Run the application install you downloaded (double click on it). Do NOT run the installer as administrator

3. Follow the wizard instructions

4. Open Outlook and click "Allow" on any prompts that appear (usually 2). 

  You will now see the CRM Together section in the Outlook Ribbon.
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