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Outlook add-in
Updated over 2 months ago

See in the video her how webCRM's Outlook add-in works:

Installing the Outlook Add-in for webCRM

1. Go to the initials in the upper right-hand corner, and press “Outlook add-in”

2. Download the Add-in file, and follow the link on the pop-up

3. Go to “My add-ins” and press “Add a custom add-in”

4. “Add from File...” and locate the file downloaded from the previous step

5. Now the Add-in is installed, and the first time you open the webCRM add-in, it will ask you to log in with your O365 credentials and the webCRM credentials afterwards, if your O365 isn’t already linked up to your webCRM user. Now the add-in is found in your Outlook panel.

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