Installing the Outlook Add-in

Preparation Stage

To install the Outlook Add-in, you will need to download the manifest from SuiteCRM and install it into your Outlook Application.

1. Within the “SuiteCRM Outlook Add-in” section, click “Download Manifest” and save the generated file somewhere on your local computer.

This manifest XML file will be used in Outlook to connect to the CRM, and is generated with values specific to your instance.

Outlook Web application

1. Navigate to Outlook, and log in.

2. Select any Email and open the Actions for that Email. You should see a “Get Add-Ins” option, click on that.

3. Navigate to “My add-ins” and click on “Add a custom add-in”.

4. Select to “Add from file…” and select the manifest XML file that you downloaded from SuiteCRM earlier. Upload this and the SuiteCRM Plugin will be added as a new Add-In.

5. To access the Add-in, open an email and click on the 3 dots to open the Actions Menu.

6. The Add-In should now be available.

Outlook Desktop application

1. Navigate to your Outlook desktop application.

2. On the Home tab there will be a button called "Get Addin-ins" please select that and wait for the next window to show.

3. Select to “Add from file…” and select the manifest XML file that you downloaded from SuiteCRM earlier. Upload this and the SuiteCRM Plugin will be added as a new Add-In.

4. The Add-In should now be available on the Home tab beside the "Get Add-ins" button.

Continue following the Outlook Configuration Instructions