There are 2 ways to get the connector, from the Get Add-in on Outlook email or download from Microsoft AppSource.
1. Follow the link for your CRM** :
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**
Some customers receive a warning message when trying to install that says "Need admin approval", this is a block configured within Outlook/Outlook 365 and an Admin for Outlook needs to resolve this. To allow users to control what can/cannot be installed:
This will prompt users and confirm that they want to grant access to the permissions across all Microsoft Add-Ins. If that level of access is not desired, a workflow can be setup to allow administrators to approve requests using the “admin consent workflow”. For information on configuring that workflow, please see Microsoft's help page: Configure the admin consent workflow - Microsoft Entra Further information on managing consent within Outlook is available via Microsoft here: Manage consent to applications and evaluate consent requests - Microsoft Entra |
** Reference CRM icons:
- iEnterprise CRM
- Salesforce
- MS Dynamics 365
- SugarCRM
- Zoho CRM
- Netsuite
*** Reference for Connectors: