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Downloading the CRM Plug-in

The plug-in allows you to work with the Document Drop feature. It also gives you access to an Edit Attachment button on the Document Details panel and in the final step of a mail merge. Note: These features are only available when working with CRM in Internet Explorer. The System Administrator can enable/disable access to the plug-in required for Document Drop and Edit Attachment for all users from the Administration area in CRM.

The first time you encounter one of the features requiring the plug-in (for example, the Document Drop icon in your Calendar), you are prompted to download the plug-in.

Follow the instructions provided on-screen. You only need to do this once. If you receive an upgrade, or change machines, you are prompted to download the plug-in again.

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See Also:

Carrying out a Mail Merge