Zoho CRM Plugin for Microsoft Office - Installation Procedure

Table of Contents  [ Hide]

System Requirements
Installation Pre-requisites
Install Zoho CRM Plug-in for Microsoft Office
Configure Web browser to install ActiveX Control
Activating Zoho CRM Plug-in for Microsoft Office
Uninstall Zoho CRM Plug-in for Microsoft Office
Related Links

To ensure a successful installation, you must understand the below explained procedures:

• System Requirements
• Installation Pre-requisites
• Install Zoho CRM Plug-in for Microsoft Office
• Activate Zoho CRM Plug-in for Microsoft Office
  

System Requirements

The basic system requirements to install the Zoho CRM Plug-in for Microsoft Office are below mentioned:

Installation Pre-requisites

• You must have sufficient system privileges to install the Zoho CRM Plug-in for Microsoft Office
  
• You must have valid login details to connect Zoho CRM server
• You must close all instances of Microsoft Word before installing the Plug-in

Install Zoho CRM Plug-in for Microsoft Office

Installing Zoho CRM Plug-in for Microsoft Office enables you to create mail merge templates based on the CRM data source.

To install Zoho CRM Plug-in

1. Log in to Zoho CRM with your User name and Password.
2. Click on Setup > Personal Settings > Plug-in.
3. In the Plug-In page, click on the Download link.
   
4. Save/Run the Adventnet_ZohoCRM_Office_Plugin.exe
5. In the Install Shield Wizard, click Next to start the installation process.
6. In the License Agreement dialog box, go through the license agreement completely and click on Yes button to accept the agreement.
7. In the Choose Destination Location wizard, browse the directory in which you want to install the Zoho CRM Plug-in setup files and click Next to continue.
8. In the Language Selection dialog box, select the Language from the drop-down list and click Next to start the installation.
   The installation process will take few seconds.
   Note: You can select English, Japanese, French, or Spanish language.
   
9. Click on Finish to complete Installation.

Configure Web browser to install ActiveX Control

ActiveX control allows Zoho CRM to communicate with Microsoft Word for creating mail merge documents. You must configure your web browser before installing the ActiveX control else you will not be able to create mail merge documents.

To configure Internet Explorer

1. Click on Tools > Internet Options.
2. In the Internet Options dialog, click on Security > Custom Level.
3. In the Security settings dialog, ensure the following under ActiveX Control and Plug-In section:
   
   
   • Enable Automatic Prompting for ActiveX controls
   • Enable / Prompt Download signed ActiveX controls
   • Enable / Prompt Run ActiveX controls and plug-ins
   • Enable Script ActiveX controls marked safe for scripting
   • Click OK to save the settings.
4. Click on Apply > OK
   

Activating Zoho CRM Plug-in for Microsoft Office

Activating the Plug-in is a key which allows you to create mail merge documents in MS Word and Zoho CRM.

(Access Privilege: Administrator)

New User: Sign up for Zoho CRM account from: http://crm.zoho.com

To Activate Zoho CRM Plug-in

1. Click on Setup > Subscription Manager > Activate Users.
2. In the Activate Users page, click on Edit in User List section
3. Select the Zoho CRM Plug-in for Microsoft Office check-box for the corresponding user.
   
4. Click on Save.
   The license is activated for the selected user.

Uninstall Zoho CRM Plug-in for Microsoft Office

Before uninstalling the Zoho CRM Plug-in, close all instances of Microsoft Word (if running).

To uninstall Zoho CRM Plug-in

1. Click on Start > Settings > Control Panel (Start Menu).
2. In the Control Panel, double click on Add or Remove Programs.
3. In the Add or Remove Programs dialog-box, select Zoho CRM Plug-in and click on Remove.
   
4. Click Yes
   This will uninstall the Zoho CRM Plug-in for Microsoft Office.

Related Links

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