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How to Get iEnterprise Connector for Outlook and your CRM*

There are 2 ways to get the connector, from the Get Add-in on Outlook email or download from Microsoft AppSource.

From Microsoft AppSource

1.  Follow the link for your CRM** :

On your Mailbox

1.  Open Outlook and click Get Add-in

2. Office Add-ins dialog box opens, enter "iEnterprises" on the search bar.

3.  Select the app for your specific CRM*** (like this for Salesforce)  >  

(CRM** may be iCRM, Salesforce, Dynamics or SugarCRM)

4. Click Add button

5. The Email Connector for your <CRM> icon is added **

6. When the add-in is installed, you may Pin it if you like so it stays on the sidebar (Optional)

7. Click on the Connect button, the login screen for your CRM* opens.

8. Enter your CRM** Username and Password.

You are now ready to see your contact info from your mailbox and add emails and calendar items to your CRM**


** Reference CRM icons:

  -   iEnterprise CRM

    -   Salesforce

    -   MS Dynamics 365

  -   SugarCRM

    -   Zoho CRM

    -   Netsuite


*** Reference for Connectors:

   





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