During Outlook plug-in installation, why am I getting multiple error messages?
If the plug-in is not installed properly, you might get some error messages during sync. To rectify this, uninstall and reinstall the plug-in. Also make sure you have downloaded the correct plug-in (32-bit or 64-bit) according to your Outlook version.
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I have completed installation of Zoho CRM Plug-in for Microsoft Outlook. But the Add-In is not getting loaded in Outlook. How can I fix this?
The Add-In may not be loading in Outlook because of the following reasons below: The Zoho CRM Outlook Plug-in you have downloaded is not compatible with your version of MS Outlook. The Zoho CRM Outlook Plug-in is disabled or inactive. Solution in ...
Installing the MS Outlook Plug-in (Mac)
Before you begin installing Zoho CRM Plug-in for Outlook in your CRM account, check out the Overview page to get details on key features that will be available and the system requirements to begin installation. Install Zoho CRM Plug-in Installing the ...
Installing the MS Outlook Plug-in (Windows)
Install Zoho CRM Plug-in Installing the Zoho CRM Plug-in for Microsoft Outlook requires the following steps to be followed: Download and Install the Plug-in based on the Microsoft Outlook version (32 bit or 64 bit) Activate Zoho CRM Plug-in for users ...
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Using the Zoho CRM Plug-in for Microsoft Outlook, you can do the following: Add records to Zoho Category Remove records from Zoho Category Automatically synchronize (one-way) Contacts, Tasks and Calendar Events from MS Outlook to Zoho CRM Export ...
Using Plug-in for MS Word
Zoho CRM Plug-in for Microsoft Word allows you to create mail merge documents in Microsoft Word and also from Zoho CRM. You must execute specific operations in both Microsoft Word and Zoho CRM: Microsoft Word Operations Zoho CRM Operations Microsoft ...