Difference between revisions of "Install Outlook Client"

From Accelerator
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[[File:ribbonnewclient1.png]]
[[File:ribbonnewclient1.png]]


If your CRM has SSL (https in the url) then jump to item B below
Setup your Sage CRM connection
 
A. Updating the application path
 
  https://accelerator.crmtogether.com/index.php?title=Non-SSL_Sites
 
B. Setup your Sage CRM connection


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

Revision as of 19:44, 23 March 2022

This page explains how to install the Outlook client in the Windows Outlook Client

1. Close Outlook.

2. Open and log into CRM and you will see an "Accelerator" tab.

Mycrmacnewui.png

3. Click on the link on the right of the page. You will be prompted to save the application.

4. Run the application (double click on it). Do NOT run the installer as administrator

5. Follow the wizard instructions

6. Open Outlook and click Allow on any prompts that appear.

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

Ribbonnewclient1.png

Setup your Sage CRM connection

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