Zoho CRM - Outlook Plugin

Zoho CRM - Outlook Plugin

The challenge with the Outlook Plugin is that you are working with three elements - The plugin, Outlook and Operating System. Two of these are outside Zoho's control - Outlook and Operating System. Whilst Zoho try to release a default plugin that works, there are many different versions of Outlook and Operating Systems (for example not all Windows 10 are the same build). If the Outlook Plugin doesn't work as per instructions, the best way to resolve this is by using the Live Chat Support facility as they can take control of the machine and find the optimum version of Plugin. However leave time, as it can take an hour. Plus it has to be done on a machine by machine basis.

    • Related Articles

    • Integrating Microsoft Office Calendar with Zoho CRM

      Yes it can be done. The first step is that your Administrator needs to add Zoho CRM as an app in your Office 365 Account (https://www.zoho.com/crm/help/office365/#Office365_Calendar). A key issue that Users experience with this integration is that it ...

    • Zoho CRM API

      https://www.zoho.com/crm/help/api/

    • Zoho CRM Telephony Integration

      For information on Zoho CRM Telephony Integration, visit: https://help.zoho.com/portal/kb/articles/telephony-introduction Published: August 2019

    • Zoho CRM Webhooks

      Information about Zoho CRM Webhooks: https://help.zoho.com/portal/kb/articles/webhooks-workflow Posted: July 2019

    • Zoho CRM Approving Records

      Zoho CRM Approving Records https://help.zoho.com/portal/kb/articles/approve-records Published: April 2019