Outlook Client Install
Accelerator Outlook Integration for Creatio is now available on the Microsft App Source Store
Click here to open or add via Outlook.
This allows you to deploy the application via the Microsoft 365 Admin area for your organisation or (if allowed) users can install the app. Please refer to Microsofts documentation on these options.
TO MANUALLY INSTALL
1. Click here to download the Manifest file to your machine. The file should save to your "downloads" folder. If your browser prompts to open this file just ignore this.
2. Click here to open Outlook in a browser with the prompt to install the add in ( and login to your Microsoft 365 Account if needed)
3. Follow the steps in the image to "Add from file". Select the file download in step 1.
4. In the prompt click Install
5. The add in should show as installed correctly.
6. Close the dialog and refresh Outlook in your browser.
7. Select an Email. Click on the ... button and select "Customize Actions" from the menu.
8. Select the AC Creatio add in from the display and check the box and click Save
9. The icon will show up in the email area (You may need to refresh the Outlook screen for it to appear). Click the icon to open the Task Pane.
10. Within the task pane configure the connection.
See Add Connection for details on how to to set this up
To uninstall just open the 'Add-ins for Outlook' page again and select either
My Add-ins
or
Admin-Managed
(Depending on how the app was deployed)
