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 AdvisorEngine for Outlook Online Add-in

1. Download the AEOutlookAddin.xml file (If the the file opens instead of downloading, right click the link and select Save or Save As).
2. Navigate to the add-in sideloader app at https://aka.ms/olksideload.
3. Select My Add-ins.
4. Select Custom Add-ins and click Add a custom ad-in.
5. Select Add from file.
6. In the file explorer, locate the AEOutlookAddin.xml you downloaded previously and click Open.

The AE CRM Outlook Online Add-in is now available from the Add-ins section of the Message ribbon when drafting an email started from within AE CRM.

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.