When you install the outlook add-in, all necessary components will be installed:
- Outlook Plugin
- Microsoft .Net Framework 4
- Visual Studio 2010 Tools for Office Runtime
- For Outlook 2003 you still can use OutlookSync Version 1,
for all futher versions of MS Outlook, please use OutlookSync Version 2
Step 1:
Please close Outlook.
Step 2:
To begin the installation, click on Downloads. (Also found on the right-hand side in the menu.)
Step 3:
Under Downloads you will several versions. OutlookSync 1 for Outlook 2003, Version 2 for all other Office Versions.
Note: Due to Windows security it is important, to extract and install locally.
Step 4:
Run the self-extracting Archive File by double clicking.
Step 5:
Select an folder of your choice and press „Unzip“.
Step 6:
After the files were unzipped successfully, click “OK”.
Step 7:
The required Visual Studio components will be installed, if they are not already available on the system.
Note: When you reinstall the plugin, Visual Studio repair is also required.
Just click “Install” and follow the installation Wizard until it is finished.
Step 8:
After the Visual Studio Tools are installed you can install the plug-in (automatically started).
Just click “Next” and follow the instructions.
Step 9:
If it´s not the initial installation, you have to select whether you want to overwrite the already existing preference.xml file.
Note: If you did customize the plugin, you should not overwrite the already existing file.
Step 10:
Click “Close” to finish the Installation.
Step 11:
After finishing the Installation, you will see the Sync. Plugin for CRM On Demand in Outlook.
Note: Outlook 2010 will show the new function within the tab „Add-Ins“.