The Microsoft 365 Outlook Online Add-in links the AdvisorEngine CRM email correspondence features to Outlook Online. With this feature enabled, all emails initiated from within AE CRM will open Outlook Online to create and send messages to your clients. This combines the power of the Outlook email editor with the mail merge and template features of AE CRM for a robust email experience.

Prerequisites

• Your firm must be using Microsoft 365 as the firm’s Email Provider.
• You must have set up and configured your user’s Microsoft 365 configuration.

Installing the AE CRM Outlook Online Add-in

1. Log in to outlook.office.com as the user associated with your AE CRM account.
2. Start a New Message.
3. Outlook layouts can vary. To launch Get Add-ins, at the bottom of the message draft:
• click the More Options icon and select Get Add-ins.

OR

• click More Apps and select Get Add-ins.
4. On the left, click My add-ins.
5. Under Custom Addins, click + Add a custom add-in > Add from URL....
6. Paste the following URL into the next window and click OK:

https://www.junxurecloud.com/Public/Office365/JunxureForOutlookAddin.xml

7. When prompted, click Install.
8. Close the Add-Ins for Outlook window.

The AE CRM Outlook Online Add-in is now available from the More Apps menu when drafting an email started from within AE CRM.

Pinning the AE CRM Outlook Online Add-in to the New Message Toolbar

The following steps will put the AE CRM Outlook Online Add-in directly on the New Message toolbar for easy access.

1. Click Settings in the upper-right of Outlook Online.
2. At the bottom of the Settings pop-out, click View all Outlook settings.
3. Navigate to the Mail > Customize actions section.
4. At the bottom, under the Toolbar section, select Junxure for Outlook and click Save at the bottom.
5. Close the Settings window.

The AE CRM Outlook Online Add-in will now appear in the bottom toolbar when drafting new messages.

Note that it will only function when the email is initiated from AE CRM as described in Emailing Through Outlook Online. You must also enable the add-in from AE CRM as described below.

Enabling the AE CRM Outlook Online Add-in

Using Outlook Online for email correspondence from AE CRM is a feature that can be enabled or disabled per user as needed. There is no need to reinstall or uninstall the Outlook Online Add-in if you choose to switch between the CRM Correspondence Editor and Outlook Online.

1. Navigate to your User Profile > User Preferences.
2. Click Edit.
3. Select the checkbox for Microsoft 365 (Online) > Outlook (Url for Microsoft 365 Addin Setup).
4. Click Save.

You will receive a confirmation message that the feature was successfully enabled.

To return to using the CRM Online Document Editor instead of Outlook Online for email, repeat the above steps, unchecking the box in step 3.

See Emailing Through Outlook Online for details on using this feature.