See in the video her how webCRM's Outlook add-in works:
Installing the Outlook Add-in for webCRM
Step 1:
Go to the initials in the upper right-hand corner, and press “Outlook add-in”
Step 2:
Download the Add-in file, and follow the link on the pop-up
Step 3:
Go to “My add-ins” and press “Add a custom add-in”
Step 4:
“Add from File...” and locate the file downloaded from the previous step
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.
Note: This add-in can easily be added, even if you have set up email integration with Outlook folders that also synchronize (see the article here). This add-in simply allows you to save emails and contacts directly from Outlook immediately.