Outlook Client Install: Difference between revisions
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The add=in is available on the Microsoft 365 add-in store. Click [https://appsource.microsoft.com/en-us/product/office/WA200006831?src=onlinehelp&mktcmpid=acs300 here] to open or add via Outlook. | |||
[[Image:badge-ms-appstore.png|link=https://appsource.microsoft.com/en-us/product/office/WA200006831]] | |||
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To Install the add-in manually the follow the steps below | |||
1. Click https://update.crmtogether.com/appac300-manifest.xml to download the Manifest file to your machine. The file should save to your "downloads" folder. If your browser prompts to open this file just ignore this. | 1. Click https://update.crmtogether.com/appac300-manifest.xml to download the Manifest file to your machine. The file should save to your "downloads" folder. If your browser prompts to open this file just ignore this. | ||
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2. Open https://aka.ms/olksideload in a browser ( and login to your Microsoft 365 Acocunt if needed) | 2. Open https://aka.ms/olksideload in a browser ( and login to your Microsoft 365 Acocunt if needed) | ||
[[File:Sage 300 Addins for microsoft outlook.png]] | [[File:Sage 300 Addins for microsoft outlook.png|500px]] | ||
3. Follow the steps in the image to "Add from file". Select the file download in step 1. | 3. Follow the steps in the image to "Add from file". Select the file download in step 1. | ||
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4. In the prompt click Install | 4. In the prompt click Install | ||
[[File:Sage 300 Install outlook addin.png]] | [[File:Sage 300 Install outlook addin.png|300px]] | ||
5. The add in should show as installed correctly. | 5. The add in should show as installed correctly. | ||
[[File:Sage 300 outlook add in installed.png]] | [[File:Sage 300 outlook add in installed.png|500px]] | ||
6. Close the dialog and refresh Outlook in your browser. | 6. Close the dialog and refresh Outlook in your browser. | ||
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7. Select an Email. Click on the ... button and select "Customize Actions" from the menu. | 7. Select an Email. Click on the ... button and select "Customize Actions" from the menu. | ||
[[File:Customize outlook add in display.png]] | [[File:Sage 300 Customize outlook add in display.png|400px]] | ||
8. Select the AC S300 add in from the display and check the box and click Save | 8. Select the AC S300 add in from the display and check the box and click Save | ||
[[File:Sage 300 Pin addin to email.png]] | [[File:Sage 300 Pin addin to email.png|400px]] | ||
9. The icon will show up in the email area (You may need to refresh the Outlook screen for it to appear). Click the icon to open the Task Pane. | 9. The icon will show up in the email area (You may need to refresh the Outlook screen for it to appear). Click the icon to open the Task Pane. | ||
[[File:Sage 300 Add in showing in pane.png]] | [[File:Sage 300 Add in showing in pane.png|300px]] | ||
10. Within the task pane configure the connection. | 10. Within the task pane configure the connection. | ||
[[File:Get started with sage 300 microsoft outlook accelerator.png]] | [[File:Get started with sage 300 microsoft outlook accelerator.png|400px]] | ||
Latest revision as of 11:32, 19 September 2024
The add=in is available on the Microsoft 365 add-in store. Click here to open or add via Outlook.
To Install the add-in manually the follow the steps below
1. Click https://update.crmtogether.com/appac300-manifest.xml to download the Manifest file to your machine. The file should save to your "downloads" folder. If your browser prompts to open this file just ignore this.
2. Open https://aka.ms/olksideload in a browser ( and login to your Microsoft 365 Acocunt if needed)
3. Follow the steps in the image to "Add from file". Select the file download in step 1.
4. In the prompt click Install
5. The add in should show as installed correctly.
6. Close the dialog and refresh Outlook in your browser.
7. Select an Email. Click on the ... button and select "Customize Actions" from the menu.
8. Select the AC S300 add in from the display and check the box and click Save
9. The icon will show up in the email area (You may need to refresh the Outlook screen for it to appear). Click the icon to open the Task Pane.
10. Within the task pane configure the connection.
To uninstall just open the 'Add-ins for Outlook' page again and select either
My Add-ins
or
Admin-Managed
(Depending on how the app was deployed)
