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Admin Guide

Downloading the Outlook Add-in

Outlook Add-in With the CRM-service Outlook Add-in it is possible to synchronize an Outlook account with a CRM account. The elements that can be synchronized are calendar activities and e-mails and their attachments (from Outlook to CRM). The Add-in provides Outlook with tools to link CRM information and entities with new appointments and e-mails to […]

User Guide

Outlook Add-in for users

Outlook Add-in user guide Before the Outlook Add-in can be used, it needs to be activated by an admin user (instructions: Outlook Add-In Setup). The Add-in is managedĀ on the Add-ins tab in Outlook. On the Add-ins tab, there are buttons for i.a. logging in and out, manual synchronizing and settings (see the picture below). Appointments […]

Admin Guide

Outlook Add-In Setup

Outlook Add-in Setup It is possibleĀ to synchronize your calendar and emails in CRM with the calendar and emails in your Outlook account. To do this, you’ll need to download and install the CRM Add-in for Outlook (you can find the download links in the guide Downloading the Outlook Add-in). When the add-in is downloaded and […]

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