Installation: Difference between revisions

From MobileX for SageCRM
No edit summary
No edit summary
 
(4 intermediate revisions by the same user not shown)
Line 3: Line 3:
[[File:OutlookInstall1.png]]
[[File:OutlookInstall1.png]]


Then "Settings":
Then "Settings":


[[File:OutlookInstall2.png]]
[[File:OutlookInstall2.png]]


Then "Manage add-ins":
Then "Manage add-ins":


[[File:OutlookInstall3.png]]
[[File:OutlookInstall3.png]]


Click on the text "Click here to add a custom add-in", which is in the top left corner of the menu:
Click on the text "Click here to add a custom add-in", which is in the top left corner of the menu:


[[File:OutlookInstall4.png]]
[[File:OutlookInstall4.png]]


Select "Add from URL...":
Select "Add from URL...":


[[File:OutlookInstall5.png]]
[[File:OutlookInstall5.png]]


  Enter url: https://mx.crmtogether.com/outlookmx_final.xml for English users (https://mx.crmtogether.com/outlookmx_finalde.xml for German users) and click OK:
  Enter url: https://mx.crmtogether.com/VERSION/outlookmx_final.xml for English users (https://mx.crmtogether.com/VERSION/outlookmx_finalde.xml for German users)  
where VERSION is the version number and click OK:


[[File:OutlookInstall6.png]]
EG:
    https://mx.crmtogether.com/V4567/outlookmx_final.xml


If prompted a warning, click install:
'''SEE THE RELEASES LINK FOR THE CURRENT URL
https://mobilex.crmtogether.com/index.php?title=Releases
 
'''[[File:OutlookInstall6.png]]
 
If prompted a warning, click install:


[[File:OutlookInstall7.png]]
[[File:OutlookInstall7.png]]


If successful, the add-in should appear under "My add-ins" Category:
If successful, the add-in should appear under "My add-ins" Category:


[[File:OutlookInstall8.png]]
[[File:OutlookInstall8.png]]

Latest revision as of 10:15, 12 July 2018

Clients must have an Outlook 365 account. They login and go to "Mail":

Then "Settings":

Then "Manage add-ins":

Click on the text "Click here to add a custom add-in", which is in the top left corner of the menu:

Select "Add from URL...":

Enter url: https://mx.crmtogether.com/VERSION/outlookmx_final.xml for English users (https://mx.crmtogether.com/VERSION/outlookmx_finalde.xml for German users) 

where VERSION is the version number and click OK:

EG:

   https://mx.crmtogether.com/V4567/outlookmx_final.xml

SEE THE RELEASES LINK FOR THE CURRENT URL https://mobilex.crmtogether.com/index.php?title=Releases

If prompted a warning, click install:

If successful, the add-in should appear under "My add-ins" Category: