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  Outlook2CRM Documentation

 

View all Outlook2CRM documentation below. If you need additional assistance please take a look in the forums to discuss additional Outlook2CRM topics not covered here.



General >>General documentation for Outlook2CRM

 Outlook2CRM End-User License Agreement
The Outlook2CRM End-User License Agreement (EULA)

 System Requirements
Outlook2CRM system requirements for workstations

 Outlook2CRM Licensing Overview
An overview of the Outlook2CRM licensing and an explanation of user licenses and the developer license.

 The Included Outlook2CRM Buttons
An overview of the out of the box buttons included with all Outlook2CRM editions and a description of the functionality provided by each.

 The Outlook2CRM Control Center
An overview of the Outlook2CRM Control Center and the functions available for managing and supporting your Outlook2CRM installation.



Installation >>Outlook2CRM Installation Documentation

 Installing Outlook2CRM
Installation steps for installing all parts of Outlook2CRM, including the SalesLogix bundle, the client installation and installing the Outlook2CRM license.

 Managing Outlook2CRM Licenses
Instructions for installing the Outlook2CRM License and using the Customer FX License Manager.



Development >>Outlook2CRM Development Documentation

 Outlook2CRM Development Overview
Overview of the customization and development capabilities with Outlook2CRM. Covers the basic process for adding buttons to the Outlook2CRM toolbar and responding to events from custom buttons in SalesLogix.

 The Outlook2CRM Addin Client API
Complete API reference for the Outlook2CRM Development API. Outlines all properties and methods exposed by the API and the information passed via the API to SalesLogix plugins from Outlook2CRM toolbar events.

 The Outlook2CRM Toolbar Editor
Overview of the Outlook2CRM Toolbar Editor and explanation of all addin button properties and customization options.

 How to Bundle an Outlook2CRM Toolbar Button
This article outlines the steps to bundle a custom Outlook2CRM Toolbar button to install on another SalesLogix system



Troubleshooting >>Troubleshooting Documentation

 Troubleshooting FAQ
Basic troubleshooting FAQ and common problems and issues with Outlook2CRM



Tutorial Videos

Learn more about Outlook2CRM and see it in action!