System Requirements

The basic system requirements to install the CRM plug-in for Microsoft Office are below:

 Installation Prerequisites

• Your customer must have sufficient system privileges to install the CRM plug-in for Microsoft Office.
• Your customer must have valid login details to connect to your CRM server.
• All Microsoft Word documents must be closed before installing the Plug-in.

 Install CRM plug-in for Microsoft Office

Installing CRM plug-in for Microsoft Office allows you to create mail merge templates based on the CRM data source.

To install the CRM plug-in, your customers should follow the steps given below

1. Log in to the Vertical CRM with the correct Username and Password.
2. Click Setup > Apps & Add-ons > Other Apps > Plug-in for Microsoft Office.
3. In the [Vertical] CRM Plug-in for Microsoft Office page, select the version of MS Office required( 32bit or 64 bit) and click Download Now.
4. Save/Run the CRM_Plugin_for_Microsoft_Office.exe
5. In the Install Shield Wizard, click Next to start the installation process.
6. In the License Agreement dialog box, go through the license agreement completely and click Yes to accept the agreement.
7. In the Choose Destination Location wizard, browse the directory in which they want to install the CRM plug-in setup files and click Next to continue.
8. In the Language Selection dialog box, select the Language from the drop-down list and click Next to start the installation.
   The installation process will take few seconds.
   Note : Your customers can select English, Japanese, French, or Spanish language.
9. Click Finish to complete Installation.

 Configure Web browser to install ActiveX Control

ActiveX control allows your Vertical CRM to communicate with Microsoft Word for creating mail merge documents. Your customers must configure their web browser before installing the ActiveX control otherwise they will not be able to create mail merge documents.

Important Note : The CRM plug-in for MS Word works ONLY with Internet Explorer 6 and above versions and NOT with Firefox/Chrome. To create mail merge documents, please access Zoho CRM through Internet Explorer.

To configure Internet Explorer, your customers should follow the steps given below

1. Click  Tools > Internet Options.
2. In the Internet Options dialog, click Security > Custom Level.
3. In the Security settings dialog, ensure the following under ActiveX Control and Plug-In section:
   
   • Enable Automatic Prompting for ActiveX controls
   • Enable / Prompt Download signed ActiveX controls
   • Enable / Prompt Run ActiveX controls and plug-ins
   • Enable Script ActiveX controls marked safe for scripting
   • Click OK to save the settings.
4. Click  Apply > OK.

 Activating CRM Plug-in for Microsoft Office

The administrator needs to enable this feature for other users to create mail merge documents in MS Word and their CRM.

To activate the CRM Plug-in, your customers should follow the steps given below

1. Click Setup >Users & Permissions > Profiles.
2. In the Profiles page, click Edit for the user's profile.
3. Under Apps Permissions, select the CRM plug-in for Microsoft Office check box.
4. Click Save.

 Uninstall CRM plug-in for Microsoft Office

Before uninstalling the CRM plug-in, close all Microsoft Word documents (if running).

To uninstall the CRM plug-in, your customers should follow the steps given below

1. Click Start > Settings > Control Panel (Start Menu).
2. In the Control Panel, double click Add or Remove Programs.
3. In the Add or Remove Programs dialog-box, select the CRM Plug-in and click Remove.
4. Click Yes.
   This will uninstall the CRM plug-in for Microsoft Office.