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How do I Install the MS Office Plugin? (for CRM AnyTime Hosted CRM) |
Q: How do I install the MS Office Plugin
A: In order to perform MailMerge with contacts and other entities within CRM AnyTime, you must install the MS Office Plugin. After downloading the .exe file, perform the following steps:
1. Double-click the .exe from the directory where you have downloaded the file.
2. In the CRM Office Plug-in Setup dialog, click the Next button to start the installation process.
3. In the License Agreement dialog box, read the license agreement and click the I Agree button if you accept the license agreement.
4. In the Language Selection dialog box, select the language and click the Next button. Note: You can select English, Dutch, or German language.
5. In the Choose Destination Location dialog, browse the directory in which you want to install the Office Plug-in and click the Next button.
6. In the Start Copying Files dialog, click the Next button to start installation. The Office Plug-in installation will take a few seconds.
7. In the Office Plug-in Setup dialog box, click the Finish button to complete the installation.
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