The Outlook2CRM installation is comprised of two parts. A bundle installation (installed once on the server) and a client installation (installed on all workstations that will use the addin).

The Bundle Installation

The bundle installation is installed normally in the SalesLogix Administrator and released to everyone.

1. Install bundle
1. Go into the SalesLogix Administrator
2. Select "Bundles" on the left navigation bar
3. Right click and select "Install"
4. Browse to select the Outlook2CRM bundle
   
   
2. Release to all users (Everyone group)
   
   
3. For SalesLogix v6.2 systems only, you must manually add the Outlook2CRM menus to the SalesLogix Client Options (this step is done automatically on SalesLogix v7 and higher systems). To add the menu, perform the following steps:
1. After installing the Outlook2CRM bundle in the SalesLogix Administrator, you'll need to refesh the Administrator so the Outlook2CRM plugin families are available. To do this, you can either go to "View", then "Refresh" (F5) or just exit and reopen the Administrator.
2. After refreshing the Administrator, go to the "Tools" menu, then select "Options".
3. Select the "Client Plugins" tab.
4. Click the "Menus" button.
5. Click "Add" in the Menus List dialog.
6. Expand the Outlook2CRM family, select "Outlook2CRM Menus" and click OK.

The Client Installation

The client installation must be run on all workstations that will use Outlook2CRM. This installation will install the client components and the Outlook add-in needed to run Outlook2CRM.

1. Run the install and accept all defaults.

Main Installation Splash screen

Inner Installer screens

See also Installing the Outlook2CRM License