Microsoft Outlook 365 Add-in

eWay-CRM gives you the add-in that is available for all users of Microsoft Outlook 365 who have an Enterprise eWay-CRM license. This add-in is available for web access and also for Outlook installed on your PC. Add-in gives you quick information about items that are related to emails in your inbox.

The article contains:

Requirements

eWay-CRM 7.0 or newer
You have a Microsoft Office 365 account
Your web service is public and on HTTPS with a trustworthy certificate
The add-in is available only for users who have eWay-CRM Enterprise licenses (more information about licenses)
Older versions of Outlook for Windows that use Internet Explorer 11 does not get new feature updates (you can find more information about which version of Outlook uses which browser here)

Add-in Installation

Easy access to the eWay-CRM add-in is via this link.

If you are on your web access to Outlook 365, just click the 3x3 dots icon in the left top part of the page and select Add-Ins (if this option is not visible, click All apps at first):

If you are on your PC, click the File tab in your Outlook and then Manage Add-ins.

Then, follow these steps:

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

Click Add the eWay-CRM add-in.

Confirm your choice by Continue.

Now, the add-in is installed, but you need to relate to your eWay-CRM account.

Add-in Launch

You can see a small eWay-CRM icon next to your emails. Click it.

You can see the add-in panel, but you are not signed in yet. So click the Login button.

Fill in the email address of your existing eWay-CRM account.

In the next window, type in the code that was sent to the previously set email address.

Now, you just need to insert your password.

And you are logged in.

Add-in Usage

If you are successfully logged in, just click the email in your inbox and click the eWay-CRM icon.

If you click the eWay-CRM icon, you have these options:

New
Go to
Preview Panel

New

You can create a new item, just select which one in the context menu. If you click the item, eWay-CRM will launch.

Go to

You can open an item list, just select which one in the context menu. If you click the item, eWay-CRM will launch.

Preview Panel

You can see the details about the sender that are saved in eWay-CRM. Just click Preview Panel.

Now, you see details in the right panel. You can pin up the add-in panel, so you can always see eWay-CRM information about the email sender.

You can save the selected email to Way-CRM, so it will be always related to a contact, company, or deal.

You can convert the email to a new contact, deal, or project, make a task to not forget anything, or just a journal.

In this panel, you can add a note that will be saved as a journal and will be automatically related to the contact.

In the HUB, you can see all important items that are related to the contact. If you double-click any item in the HUB, you will open its detail.

Add-in on Mac

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

Find eWay-CRM.

Add eWay-CRM add-in.

Now, eWay-CRM add-in icon is right on the panel of your messages.

If you click it, you will see all options.

Select Preview Panel and login to your eWay-CRM account. After that, you will see eWay-CRM information about email and its contact.

Add-in on Different Devices

PC

In your desktop version of Outlook, you can see the eWay-CRM icon. Click it and you will see the add-in panel, too.

Mobile Phone

If you are using the Outlook app on your mobile phone, you can find the eWay-CRM add-in there, too. Just click the three dots in the email (not the top three dots of the application).

Then select eWay-CRM add-in.

You will see the information the same way as in the pictures above.

Mac

And it is the same for Outlook on Apple computers.