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Click the Download button to start the installation process. By default, this will download as a setup.exe file to your local Downloads folder. Open the downloaded file. If you're running Outlook 2010, click Yes. The plugin will automatically install in your Outlook calendar. If you're running Outlook 2013. To download and install the Zoho CRM Plug-in for Microsoft Outlook Go to Setup Marketplace Microsoft Zoho CRM Plug-in for Microsoft Outlook. In the Outlook Plug-in page, select the Microsoft Outlook for Mac 2011 & 2016 from the drop-down list. Note: For a better experience, Zoom recommends using the Zoom Scheduler add-in for Office 365 (desktop or mobile), particularly if your organization has computers running macOS. Microsoft will be blocking injection-based plugins from running in Outlook for macOS, and only allowing add-ins available through the Microsoft store.Initially planned for June 2020, this timeline has been postpone. Our software library provides a free download of Zoho CRM Plug-in for Microsoft Outlook 1.4 for Mac. The software is included in Productivity Tools. This free Mac application was originally designed by Zoho. The file size of the latest installer available is 1 MB. Our built-in antivirus checked this Mac download and rated it as virus free. Authenticate Plugin If this hasn’t been done for you, and it is your first time using the Plugin then you may need to authenticate the Plugin on your Outlook account. If so, follow these steps to get setup: 1. Log into Outlook using the account you want to link to SuiteCRM. Expand the actions on an Email, and select the new SuiteCRM Plugin from the menu.
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You are here: Classic Outlook integration > Downloading the Outlook plug-in for Classic Outlook integration
To use the Classic Outlook integration features of CRM, you need to download the Outlook Plug-in for Classic Outlook integration from within CRM. Before you do this:
- Check that your email account runs on Microsoft Exchange Server, or is a POP3 email account, as CRM Outlook client integration is supported for email accounts running on Microsoft Exchange Server MAPI or POP3. Roaming Profiles are not supported for Outlook in a Terminal Services or Citrix environment.
- Check that you're running either Outlook 2010 or Outlook 2013 (Professional Edition).
- Check with your System Administrator that you're an administrator of your own machine and that Outlook integration / synchronization has been enabled.
- Check that your timezone is set correctly in <My Profile> | Preferences.
Download Plugin For Mac Outlook Crm Settings
To download the Outlook plug-in for Classic Outlook integration:
- Close Outlook if it is currently open.
- Access Sage CRM by using Internet Explorer.
Currently, the Outlook Plug-in cannot be downloaded from any other web browser. - Click <My Profile> | Preferences.
- Click the Install CRM Outlook Integration button. If the Microsoft .NET framework is not already installed on your computer, you're prompted to install it at this point. The .NET framework must be installed for the Outlook plug-in to work.
- Once the .NET installation has finished, click Continue. The Security Warning dialog box is displayed.
- Verify the information in the security prompt, and click Run. The CRM Client InstallShield Wizard is displayed.
- Ensure you're logged off CRM and Internet Explorer and Outlook are closed before continuing with the install.
- Complete the InstallShield Wizard steps.
- Open Outlook.
CRM Classic Outlook integration features are displayed within Outlook. In CRM, the Install icon changes to a Reinstall icon.
If the plug-in has already been installed by another user on the current client, the File Download and Security Warning dialog boxes are skipped, and the CRM Client InstallShield Wizard will run automatically to take you through the procedure for installing the Outlook plug-in.
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