Outlook Installation Issues

This tutorial is designed to address issues faced by users after installing Simply CRM Outlook plugin

Sometimes Simply CRM menu doesn’t appear in Outlook even if installation seemed to have went fine.

Solution :1


During installation if images are not copied properly, simply plugin will not be displayed in Outlook.

Please follow few simple steps to fix the issue

Step-1

  1. Go to location where simply Outlook plug is installed (Default location is C:Program Files (x86)simplyCRMOutlook2.1)
  2. Open this folder, click on the Image folder. Copy all images (to clipboard)

Step-2

  1. Go to Start > Run
  2. Search %appdata% in the run box which will take you to the Application data folder.
  3. Find and open simplyCRM Outlook folder.
  4. Now find and open Images folder and paste copied images inside it.

Now, when you open Outlook, you should find simply CRM menu under Add-Ins.

Solution 2


This issue might also occur if simply is not automatically enabled. This happens with Microsoft Outlook 2010.

To enable simply manually in Outlook, please follow the steps mentioned below.

  1. Open Outlook 2010
  2. Click on File (Located on top left)
  3. Click on Options
  4. Click on Add-Ins
  5. Click on Go ( You can find this button at the bottom)
  6. Enable simplyCRMOutlookAddin.connect

This will display the Simply plugin in Outlook.