Add-in

From MobileX for Sage CRM Help

MobileX can be added as an Outlook Add-in to Outlook 365, Outlook 2016, Outlook for IOS and Outlook for Android.

NOTE THAT YOUR CRM MUST ALSO HAVE AN SSL CERT (https) AS MODERN BROWSERS WILL NOT SUPPORT MISED CONTENT

Installation of MobileX is covered in Installation Section.

After Installing MobileX, you will see the following Icons based on your device:

For Outlook 2016 (windows):

Outlook2016MX1.png

For Outlook 2016 (Mac):

Outlook2016MXmac.png

For Outlook Web Access (OWA) select an email and the icon will appear beside Reply All:

Outlookowamx.png

For IOS:

OutlookIOSMXa1.png OutlookIOSMXb1.png

For Android:

OutlookAndroidMXa.png OutlookAndroidMXb.png