Simply CRM Outlook plugin helps you to sync your contacts, events, and todos between Simply CRM and Outlook. You can also configure the sync direction to indicate the direction data flows between Simply CRM and Outlook. Emails you receive in your Outlook can also be attached to appropriate entities in your Simply account. More importantly, the synchronized data respects profiles and sharing rules in your Simply CRM.

What’s special about Simply CRM Outlook plugin?

Where do I download and how do I install?

What operations can I perform with Simply CRM Outlook plugin?

How do I setup key preferences?

My installation was clean but I am not able to see Simply CRM menu. Why?

Outlook Plugin Change Log

Key Features

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Simply CRM gives you the ability to perform following actions through Outlook plugin

1. Auto-login facility
2. Sync contacts, calendar events and todos between Simply and Outlook
3. Attach emails in Outlook to Leads, Organizations, Contacts and Vendors in Simply CRM
4. Duplicate record check

Installation Prerequisites

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We suggest you to make sure you meet the following prerequisites before installing Simply CRM Outlook plugin

Operating systems supported

1. Windows 7
2. Windows 8
3. Windows XP
4. Windows Server 2008
5. Windows Vista

Outlook versions supported

1. Microsoft Outlook 2007
2. Microsoft Outlook 2010
3. Microsoft Outlook 2013

Outlook Checklist

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Depending upon the version of Microsoft Outlook plugin, you’ll need to download the corresponding Simply CRM Outlook plugin. Please make sure that you download the right version of Simply CRM Outlook plugin that fits your Outlook. Here’s an article to help you determine whether you’re running 32 bit version or 64 bit version of Outlook.

Simply CRM 32 bit Outlook Plugin supports

1. Microsoft Outlook 2007
2. Microsoft Outlook 2010 32 bit
3. Microsoft Outlook 2013 32 bit

Simply CRM 64 bit Outlook Plugin supports

1. Microsoft Outlook 2010 64 bit
2. Microsoft Outlook 2013 64 bit

Download and Install

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You can download Simply CRM Outlook plugin from the Official addons page. I assume you have successfully downloaded right version of Simply CRM Outlook plugin.

Follow few simple steps to install Simply CRM plugin for Outlook

1. Open file location, double click on the file to start download
2. Click Next

3. Accept terms of license agreement and click Next

4. Click Install

5. Click Close

Operations

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Simply CRM plugin for outlook helps you capture most important customer communications on Simply and Outlook. After successfully installing the Outlook plugin, you can view it under the Add-ins tab in your Microsoft Outlook application

Login

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Upon installation, you’ll need to click on Simply CRM > Login to get started. After logging in, the tabs: Attach Emails, Synchronize Contacts, Synchronize Calendar and Synchronize Tasks are highlighted.

In the Login popup, you’ll need to provide following details

1. Simply CRM URL: We recommend you to log into your Simply CRM account, and copy your URL from address bar ― not all, but up to od1.simplyhq.com

2. User Name: Your Simply CRM user name. You can find it under My Preferences page.

4. Access Key: You can find Access Key in My Preferences page.

5. Click Login

Attaching Emails

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You need not have to miss important customer conversations. You can select an email and attach it to corresponding record in a selected module in Simply CRM. You can attach emails to Leads, Contacts, Organizations, Opportunities and Vendors.

Follow few simple steps to attach an email to corresponding record in Simply CRM

1. Select desired email
2. Click on Attach Email

1. Select desired module from the drop-down. Click Select Field to search against different fields.

2. Email id from the selected email will be populated in the search records text space. You can edit it and provide desired search criteria. Click Search Simply CRM.

3. Select a record from the results, and click Attach.

4. If a record doesn’t exist in the search results, you will get a popup showing “No matching records in Simply CRM”. You can then create a new record in Simply by clicking on Create.

On successful creation, a popup will show confirming it.

Synchronizing Contacts

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The two way synchronization of Contacts makes sure that Simply CRM and Outlook are up-to-date time to time.

Follow few simple steps to synchronize contacts from Outlook to Simply CRM and vice versa

1. Click Synchronize Contacts
2. After fetching data from Simply CRM, a pop-up will display the updates done on both ends (Simply CRM and Outlook)
3. To see the information of records to be updated, click Show Details
4. Click Accept Changes to update changes on both ends

Synchronizing Calendar

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Calendar represents Events if we speak in Simply CRM terminology. The two way synchronization of events makes sure that you’ll only have to maintain a single calendar. You do not have to switch between Outlook and Simply CRM.

Follow few simple steps to synchronize events from Outlook to Simply CRM and vice versa

1. Click Synchronize Calendar to sync events
2. After fetching data from Simply CRM, a pop-up will display the updates done on both ends (Simply CRM and Outlook)
3. To see the information of records to be updated, click Show Details
4. Click Accept Changes to update changes on both ends

Synchronizing Tasks

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Tasks represent To dos if we speak in Simply CRM terminology. The two way synchronization of To dos makes sure that you’ll only have to maintain a single calendar. You do not have to switch between Outlook and Simply CRM.

Follow few simple steps to synchronize To dos from Outlook to Simply CRM and vice versa

1. Click Synchronize Tasks to sync to dos
2. After fetching data from Simply CRM, a pop-up will display the updates done on both ends (Simply CRM and Outlook)
3. To see the information of records to be updated, click Show Details
4. Click Accept Changes to update changes on both ends

Setup Basic Preferences

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Simply CRM Outlook plugin gives you the flexibility to configure key preferences to manage different operations

Follow few simple steps to configure key preferences

1. Click Simply CRM drop-down
2. Click Preferences

Under General tab, you can set up following preferences

a. Login

Enable the check-box Auto login at start of Outlook to login automatically without having to enter login details

b. Attach Email

Enable the check-box Edit message while attaching email to modify the email content before attaching the email to desired module in Simply CRM

c. Conflict Resolution

Conflicts might occur while syncing records. To resolve conflicts, you can setup preferences well in advance.

1. Ask me: Decide upon conflict
2. Outlook wins : Preference will be given to records in Outlook to records in Simply CRM
3. Simply CRM wins : Preference will be given to records in Simply CRM to records in Outlook

Under Synchronization tab, you can set up following preferences

a. Folder

You can select the folder to synchronize the records from. Generally, the parent folder is selected by default. However, you can also select desired folder (even a sub folder) to synchronize records from/to the selected folder.

1. Click on folder icon to select desired folder
2. Click on cross mark icon to delete synchronization history

b. Settings

Default settings allow synchronization of personal records. However if you do not want to synchronize personal Contacts, Calendar, and Tasks, you can disable the corresponding check-boxes.

c. Sync Direction

You have complete control over the records you sync. You can configure the outlook plugin to sync records in whichever direction you need.

Under Other tab, you can set up following preferences

a. Logs

If you encounter any issue while performing any operation within Simply CRM Outlook plugin, we will suggest you to send us the debug file. This file will help us to find out what’s going wrong, and it makes trouble shooting easy for us.

Follow few simple steps to generate the debug file

1. Click Simply CRM drop-down
2. Click Preferences
3. Click Other tab
4. Enable the check-box Enable debug log

5. Click Ok

6. Now repeat the operation that was not working fine for you (Eg: Sync Calendar, attaching email, etc)

7. Come back to Preferences page again. Under the Other tab, click Debug

8. It will generate a file. Give us the file, we will give the fix in return.

b. Language

Simply CRM plugin for Outlook supports a list of languages. Select desired language from the drop-down.

c. Calendar Activity Type

Simply supports two types of calendar events: Calls and Meetings. Tasks in outlook are synced as to dos in Simply. While Outlook meetings are synced as calendar meetings in Simply, you’ll need to configure what Appointments in outlook should be synced as. Depending upon your configuration, your appointments can be synced as calls or meetings in Simply CRM.

FAQ

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I am not able to locate Simply CRM menu after installation. What do I do?