Download Microsoft Office and Desktop Integration

You download Microsoft Office and Desktop Integration in Utilities.

Prerequisites: Close all Microsoft Office applications before you begin.

To download Microsoft Integration:

1. From the Ajera CRM Navigation menu, click Utilities > Download Integration.
2. On the Download Integration form, click Download (and auto-configure) Microsoft Office and Desktop Integration. Ajera CRM downloads the program. You can see a Ajera CRM menu at the top of Outlook, Word, and Power Point.
3. If Ajera CRM does not allow you to download Integration (your security level may be set too high), click the second option, Download Desktop and Microsoft Office Integration, then follow the instructions in the wizard.

Postrequisite: You must configure Microsoft Office Integration before you can use it.