Outlook Client Install

We are preparing to submit the app to the Microsoft 365 add-in store. Until it is published there you have to do the following.

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)

File:Addins for microsoft outlook.png

3. Follow the steps in the image to "Add from file". Select the file download in step 1.

4. In the prompt click Install

File:Install outlook addin.png

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.

File:Customize outlook add in display.png

8. Select the AC S300 add in from the display and check the box and click Save

File:Pin addin to email.png

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:Add in showing in pane.png

10. Within the task pane configure the connection.

File:Get started with sage 100 microsoft outlook accelerator.png

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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)