Microsoft Outlook Addin Guide

This page will guide you through configuration and basic use of the Level365 CRM Connect Microsoft Outlook Add-in. It is expected that you are already familiar with the Address Book, Call History and Preview window, and the basic concepts of integration and screen popping using the Add-ins.

Microsoft Outlook and the database used to store your contact data should already be installed and working normally before proceeding with this integration.

Level365 CRM Connect must also be installed already with the initial configuration completed.

 

Information You'll Need

  • Windows account username and password
  • Microsoft Outlook profile information, username and password (if password protected)

 

Configuration

Right-click the Level365 CRM Connect tray icon in the system tray menu and then left-click the Configuration option from the menu that pops up, this will open the 'Configuration' screen. In the 'Integration' area, click the Add new button, select Microsoft Outlook from the 'Type' dropdown box and then click the Set button.

On the Configuration group, you need to select the appropriate details from your Outlook profile. Most Outlook users will only have one profile so the '(Default)' option in the 'Outlook profile' dropdown box will be fine. Users with multiple profiles will need to select the most appropriate one.

If you have also created your own Personal Folders file (.pst) in Outlook and store your contact data within those folders, you'll need to select your custom setup in the 'Information store' dropdown box. If you have not selected a profile other than '(Default)' in the 'Outlook Profile' dropdown box, the 'Information store' box will not show your custom folders. Those users who do not use custom personal folders e.g. contact data is stored in 'Contacts', will be able to use the '(Default)' option in this dropdown box.

Users who have selected the '(Default)' options so far can usually also select the '(Default)' options for the 'Contacts folder' and 'Appointments' dropdown boxes. If you use a custom setup and have selected the appropriate profile and information store in the previous steps, the dropdown boxes will list the folders within your custom setup. In the 'Contacts folder' dropdown box, select the folder where your contact data is stored and select the location of your appointment data in the 'Appointments' dropdown box.

Click the Save button to store the information you've entered and apply the configuration.

Testing

To test if the configuration worked, enter a phone number from your Microsoft Outlook account into the 'Telephone' box in the 'Integration test' area and click the Search button. The results will be displayed after a few seconds.

If the test does not work, go to the 'Log' page of configuration and see if there are any errors in the log.

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