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  • Outlook Mail Connector

  • Introduction

    • What is Outlook Mail Connector

    • Supported Email Accounts

  • Compatibility and Requirements

    • Supported Outlook Platforms

    • CRM Requirements

    • Connectivity and Technical Requirements

  • Plugin Installation

    • Download from Microsoft Store

    • Installation and First Access

  • CRM License Activation

    • Free Plugin but CRM License Required

    • CRM-Side Installation and License Activation Procedure

  • Login and Configuration

    • CRM URL and Credentials Entry

    • Logout and Session Management

  • Operational Usage

    • Accessing the Plugin from an Email

    • Module Selection and Record Search

    • Linking Emails to the CRM

    • Attachment Management

    • Email Positioning in the CRM and Messages Relationship

  • Permissions and Security

    • CRM Permission Replication in the Plugin

    • Email Data Handling and Privacy Considerations

  • Updates and Compatibility

    • Plugin Updates

  • Plugin Removal

    • Logout and Uninstallation

Books
Outlook Mail Connector
Plugin Removal

Plugin Removal

Logout and Uninstallation

Outlook Mail Connector can be logged out from or removed without affecting any data already store...

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Created 3 months ago by martini
Updated 3 months ago by martini
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