FAQs in this section
What is Office 365?
What are the benefits of using the Vtiger CRM with Office 365?
Is Office 365 available in the Sales Starter edition?
Is Vtiger CRM integration available in all editions of Office 365?
Is Office 365 available by default in Vtiger CRM?
How can I download and install Office 365 in Vtiger CRM?
From where can I configure the sync between Office 365 and Vtiger CRM?
How can I configure the sync between Office 365 and Vtiger CRM?
How can I deactivate the Office 365 sync from Vtiger CRM?
When can I start the synchronization between Office 365 sync and Vtiger CRM?
How can I sync records between Office 365 sync and Vtiger CRM?
What is the Sync Log?
Why is the syncing between Office 365 and Vtiger CRM slow?
How can I sync emails from Outlook?
What is the Vtiger Outlook add-in?
How do I install the Vtiger Outlook add-in?
Can I sync emails from Vtiger to Office 365?
Can I see the synced emails under the Sync Log?
Can I attach Office 365 emails to all modules?
How can I sync the replies of previous emails from Office 365?
What are the limitations of Office 365 API?
How can I sync the replies of previous emails from Office 365?
What details can I view in a Vtiger Outlook add-in?
What can I do on a contact record in the Vtiger Outlook add-in?

How can I log in to the Vtiger Outlook add-in?

Once you have installed the add-in, it will appear in the Outlook emails. When you click on the Vtiger for Outlook gadget, it will open the Vtiger CRM window.
Follow these steps to log in to add-in:
  1. Log in to your Outlook.
  2. Open an email.
  3. Click the Vtiger for Outlook gadget on the top right of the email. The Vtiger CRM pop-up appears on the right.
  4. Here you can do two things:
    • Sign Up if you don’t have Vtiger credentials
      1. Click Sign Up
      2. Enter the relevant details.
      3. Click Save.
  • Sign In if you have Vtiger credentials
    1. Click Get Started.
    2. Enter your Vtiger CRM credentials.
    3. Click Login.
Once you log in, you will get access to your CRM via the Vtiger add-in from your Outlook. You have to open an email and click the Vtiger add-in to view the details.
To know more about Office 365 integration, click here.
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