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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 […]

Technical Guide

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.

Admin Guide

Installing Outlook Add-in as a MSI file

Outlook Add-in Installation as a MSI File The Outlook Add-in can be downloaded as a MSI file (in a ZIP file) using the following link: Outlook Add-in (v. 7.53). The MSI file is installed on the command line with the following command: msiexec /i CRMOutlookAddinSetup.msi /quiet The Outlook Add-in settings can be preset in the Outlook GUI […]

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 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 […]

Admin Guide

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 […]

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