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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.

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

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