Start Here: Difference between revisions

From Accelerator for SageCRM
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Client requirements for the new Client is that CRM must be on SSL. This means that you CRM must be using "https".  
Client requirements for the new Client is that CRM must be on SSL. This means that your CRM must be using "https".  
EG
EG
   https://crm.yourserver.com/crm/eware.dll
   https://crm.yourserver.com/crm/eware.dll
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   [https://crm.crmtogether.com/customer365/logon.aspx Customer365 Portal]
   [https://crm.crmtogether.com/customer365/logon.aspx Customer365 Portal]


You need to already be a registered partner or customer to access this. Please contact us from crmtogether.com if you cannot get access.  
You need to already be a registered partner or customer to access this. Please contact us from https://crmtogether.com/contact/ if you cannot get access.  


The client software download link will be available in Sage CRM once the server side is installed but is hosted at  
The client software download link will be available in Sage CRM once the server-side is installed but is hosted at  


   [https://update.crmtogether.com update.crmtogether.com]  
   [https://update.crmtogether.com update.crmtogether.com]  
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and once installed updates are flagged automatically in the client application. You do not need administrator privilege's to install the software.  
and once installed updates are flagged automatically in the client application. You do not need administrator privilege's to install the software.  


The Office 365 install  uses the url
The Office 365 install  uses the URL


   [https://update.crmtogether.com/acmanifest.xml Office365 Manifest]
   [https://update.crmtogether.com/acmanifest.xml Office365 Manifest]


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


Watch [https://vimeo.com/547526467 here]
Watch [https://vimeo.com/547526467 here]
[[File:office365install.png]]
[[File:office365install.png]]
to see it in action
to see it in action

Revision as of 16:50, 25 June 2021

We have 2 Outlook clients now.

1. New UI - on this page

2. Classic - start here Outlook Structure


Client requirements for the new Client is that CRM must be on SSL. This means that your CRM must be using "https". EG

 https://crm.yourserver.com/crm/eware.dll

You can buy a cert from an authority or use something like https://letsencrypt.org/ to create a free cert.


If you are a Sage CRM partner or customer of CRM Together you can download the server software from our portal at

 Customer365 Portal

You need to already be a registered partner or customer to access this. Please contact us from https://crmtogether.com/contact/ if you cannot get access.

The client software download link will be available in Sage CRM once the server-side is installed but is hosted at

 update.crmtogether.com 

and once installed updates are flagged automatically in the client application. You do not need administrator privilege's to install the software.

The Office 365 install uses the URL

 Office365 Manifest

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

Watch here to see it in action