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Acumatica How to's 01-Dec-2016

Installing the Acumatica 6.0 Outlook CRM Plug-In


 

INTRODUCTION:

Interested in using the Acumatica CRM Plug-in for Outlook?  This post will show you how to install and use it.

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The Acumatica Outlook CRM Plug-In recognizes email addresses and provides you with options to either create the contact in Acumatica or log the activity to a contact, opportunity, or support case.  This is done right from within Outlook Desktop or Outlook Web Access.

Requirements:

Outlook or Outlook Web Access, Office 365 and Acumatica 6.0



Steps to Install:

1. While in Acumatica click on your user name in the upper right corner and select User Profile

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2. Click the link "Download Outlook Addin manifest"

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3. In Office 365, click on settings and Manage integrations

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4. Select Add-Ins and Click Here to add a custom add-in, and Add from file...

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5. Browse for the file you downloaded in Step 2.  Your done.

Restart Outlook Desktop or Outlook Web Access.

Congratulations your done.  See below for using this new Outlook Plug-In

Need to know how to use it?  Here are Instructions for Using Acumatica Outlook CRM Plug-in

 



 

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