Atlas CRM Cloud
  • Atlas CRM Cloud
  • Release notes 2025
  • Release notes 2024
  • Release notes 2023
  • Release notes 2022
    • November 21st
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    • June 1st
    • May 19th
    • May 11th
    • March 31st
    • March 15th
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    • February 16th
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    • February 2nd
    • January 22nd - Atlas CRM 2.0
    • January 13th
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  • Getting started
    • Checklist
    • Core concepts
    • Installation
    • Language settings
    • Pricing
  • User functionalities
    • Companies
    • Contacts
    • Sales
    • Jira issues
    • Interactions
      • Manual Interactions
      • Gmail Integration
        • Installation
        • Feature overview
        • Admin settings
      • Outlook Integration
        • Installation
        • Feature overview
        • Admin settings
      • Jira Service Management Requests
    • Custom JQL
      • Practical examples
      • Queues in Jira Service Management
      • Gadgets on dashboards
      • Custom JQL automations
    • Confluence pages
    • Export
    • User preferences
  • Gmail integration
  • Admin configuration
    • Templates
    • Import
    • Sales configuration
    • Atlas CRM data on Jira issues
    • Access and User roles
      • Granting access to Atlas CRM
      • Customising User roles
    • Automations
      • Triggers
        • Issue created
        • Issue comment added
        • Issue updated
        • Contact linked to issue
        • Company linked to issue
        • Sale linked to issue
      • Actions
        • Link company based on custom field
        • Link contact based on custom field
        • Link contact based on reporter's email
        • Link company based on reporter's email
        • Copy template fields to custom fields
        • Link a linked company
        • Link a linked contact
        • Log issue as interaction
      • Configure an automation
        • Select trigger and actions
        • Publishing your automation
        • Disabling an automation
    • User synchronization
    • JSM Connect
    • API
      • Authentication
      • Endpoints
  • Privacy / Security
    • Security policy
  • Relevant links
  • Marketplace
  • Support
  • Roadmap
  • Server / Data Center documentation
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  • Install the Add-in from Microsoft AppSource
  • Connect the Outlook Add-in to your Atlas CRM Installation

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  1. User functionalities
  2. Interactions
  3. Outlook Integration

Installation

Install the Outlook Add-in for Atlas CRM

Last updated 5 months ago

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Install the Add-in from Microsoft AppSource

  1. Visit the and search for “Atlas CRM Outlook Add-in.”

  2. Click Get it now and follow the on-screen instructions to install the add-in.

Connect the Outlook Add-in to your Atlas CRM Installation

  1. Open the Outlook Add-in for the first time.

  2. Enter your Atlassian instance URL

  3. Acknowledge the connection to the Outlook Add-in, and you’re all set!

Microsoft AppSource
Setup