Install Outlook Client

From Accelerator
Revision as of 19:44, 23 March 2022 by Sagecrmw (talk | contribs)

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