Installation

Make sure Atlas CRM is installed before you continue.

Install the Add-in from Microsoft AppSource

1. Visit the Microsoft AppSource 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!