Installing iEnterprise Connector for Outlook and your CRM**

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**


Need admin approval?

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:

  1. Sign into your Office365 administrator account.

  2. Click Settings > Org Settings.

  3. In the User consent to apps section, ensure checkbox is ticked.

  4. Click Save Changes. 

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: