Configuration Outlook Connector
1. Open Outlook - Connector opens automatically
The first time you open Outlook after installation, the following window should appear:
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2. Enter CRM URL
Enter the exact URL of your CRM system here, e.g. https://zhaw-sml.crm.talentwerk.ch:444 and then click on Connect.
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3. Enter TalentWerk user data
Next, you need to enter your TalentWerk user data and click OK. If you no longer know your user data, you can request them here.
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4. Organisation is added in Outlook
Your CRM organisation will now be added to Outlook, this may take a few minutes, please do not interrupt this process.
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5. Outlook opens and contains new navigation item CRM
Outlook should now open as usual and the navigation should now contain the navigation point CRM.
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6. Service activities are synchronised
This transfers the service activities from CRM to Outlook. If you have any issues please check our troubleshooting-page.
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