Filter guides
File Size Limits in CRM-service
File Size Limits in CRM-service The file size limits for the attached files are the following: When attached directly to a related list: 25 MB When using a Web Service API: 25 MB When attaching images or other files to emails in Email Contacting Portal: 5 MB When using Outlook Add-in: 6 MB.
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 managed 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 […]
Outlook Add-In Setup
Outlook Add-in Setup It is possible 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 […]