Outlook Add-In Installation and Setup

Article • 7/21/2025 • 1 min read
  1. Close the Outlook application (If opened any).
  2. In the Aptean CRM application, click the User Options icon in the upper- right corner, and select Installs > Outlook Add-In.
  3. Click the link for Aptean CRM Outlook Add-In to download and save the file.
  4. Double-click the saved file to run it.
  5. Check the box to accept the terms of the License agreement and press Install to continue.

Note: The Add-In requires Microsoft .net framework which is installed during the installation process if not present on the target system.

  1. Start the Outlook application.
  2. The Aptean CRM Login Window is now displayed.
  3. Enter your User Name, Password, and Profile. Toggle on the checkbox before Remember Me if you want the login window to save your username.
  4. Click the yellow Advanced hyperlink on the Login page to verify the connection information.
  5. The Server Address field should contain the same URL you use to connect to Aptean CRM.
  6. Click the Log In button.