Microsoft 365: Outlook Online Add-in Setup

Microsoft 365: Outlook Online Add-in Setup

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.


Warning: If you intend to use the locally-installed version of Outlook after enabling this add-in, you will need to apply a compatibility fix.

Installing the AE CRM Outlook Online Add-in

Note: The steps here detail how to install the add-in for a single user. Microsoft 365 administrators can deploy the add-in for all users simultaneously if needed. See Centralized Deployment for more details.
  1. Log in to as the user associated with your AE CRM account.
  2. Start a New Message.
  3. Outlook layouts can vary. To launch Get Add-ins, at the bottom of the message draft:
    • click the More Options icon and select Get Add-ins.
    • OR

    • click More Apps and select Get Add-ins.
  4. On the left, click My add-ins.
  5. Under Custom Addins, click + Add a custom add-in > Add from URL....
  6. Paste the following URL into the next window and click OK:

  8. When prompted, click Install.
  9. Close the Add-Ins for Outlook window.

The AE CRM Outlook Online Add-in is now available from the More Apps menu 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.

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