Outlook CRM Background

Tutorial for

  1. Outlook Online / New Outlook in Windows
  2. Classic Outlook in Windows
  3. Outlook for Mac
  4. Outlook for mobile devices

Outlook Online / New Outlook in Windows

The chapter and its manual is intended for Outlook Online and new Outlook in Windows, because their working is almost the same.

For those who prefer text manual:

If you already have an eWay-CRM account, follow the steps below. If you don’t have an account, you can sign up here. The tutorial for signing up is in this article: Sign Up.

  1. Select any e-mail in Outlook Online, click the three-dots icon in its body and go to Apps.
  2. Get the add-in

     

  3. Click Add apps in the new dialog.
  4. Add apps

     

  5. Search for eWay-CRM and click the eWay-CRM app that was found.
  6. Find eWay-CRM

     

  7. In the new dialog, just click Add.
  8. Add eWay-CRM

     

  9. Click the Outlook settings icon.
  10. Click the settings

     

  11. Got to the Mail section and select Customize actions. In the bottom part, be sure you ave clicked eWay-CRM Online that will be seen right in the email body. Save your changes.
  12. Move eWay-CRM

     

  13. You can always get to eWay-CRM using Apps option.
  14. Apps

     

  15. But easier is to click the eWay-CRM icon you displayed in the email body. Select Preview Panel in its menu.
  16. Preview panel

     

  17. You will see the eWay-CRM add-in panel where you click Login.
  18. Login

     

  19. Log in with the email address you used to create the eWay-CRM account.
  20. Log to your account

     

  21. If the login is successful and you have data in your eWay-CRM related to the selected email (e.g. email address is related to a contact), you will instantly see everything about the item.
  22. eWay-CRM add-in

     

  23. You can pin the panel to the page by clicking the pin icon, so when you click on another email, you will immediately see information about the item.
  24. Pin the add-in

Classic Outlook in Windows

For those who prefer text manual:

  1. On your PC, click the File tab in your classic Outlook and then Manage Add-ins.
  2. Get add-in

     

  3. On the page with add-ins, click into the search field and type in eWay-CRM Online.
  4. eWay-CRM add-in

     

  5. Click Add the eWay-CRM Online.
  6. Add add-in

     

  7. Confirm your choice by Continue.
  8. Complete adding

     

  9. Select Preview Panel and log in to your eWay-CRM account. After that, you will see eWay-CRM information about email and contact.
  10. eWay-CRM Online in Classic Outlook

     

  11. Outlook in the desktop version has also its own eWay-CRM Online ribbon where you can create new items or go to specific lists of items.
  12. eWay-CRM Online tab

Outlook for Mac

For those who prefer text manual:

  1. In the top part of the dialog, click three dots and select Get Add-ins.
  2. Get add-in

  3. Find eWay-CRM Online.
  4. eWay-CRM add-in

  5. Add eWay-CRM Online.
  6. Add add-in

  7. Now, click the three dots in the message toolbar and you will see eWay-CRM Online and all its options.
  8. eWay-CRM button

  9. Select Preview Panel and log in to your eWay-CRM account. After that, you will see eWay-CRM information about email and contact.
  10. eWay-CRM Online on Mac

  11. When you open the detail of an item, it opens in a new window:
  12. Item detail

Outlook for mobile devices

  1. Just open any email in your mobile Outlook and click three dots in its body.
  2. Outlook on mobile device

     

  3. On android devices, some options can be hide, so just drag the menu up.
  4. Show more options

     

  5. Now, select More Add-ins.
  6. More add-ins

     

  7. Search for eWay-CRM Online and add it by clicking +.
  8. eWay-CRM add-in

     

  9. Confirm license terms by clicking Continue.
  10. Accept download

     

  11. Now, when you click three dots in the email body again, you have a new option there – Open eWay-CRM. Click it
  12. Open in eWay-CRM

     

  13. If the contact is already saved in eWay-CRM, you will see its details and you can work with it right away.
  14. Contact detail