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.
The AE CRM Outlook Online Add-in is now available from the More Apps menu when drafting an email started from within AE CRM.
The following steps will put the AE CRM Outlook Online Add-in directly on the New Message toolbar for easy access.
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.
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.
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.