Installing LinkPoint Connect (Outlook + MS Dynamics CRM)

In this section, you will learn how to install the LinkPoint Connect software. Users can access the LinkPoint Connect Installer in several ways including the LinkPoint360 Evaluation Form or a direct link provided by a LinkPoint360 Account Executive. All methods provide access to the same Installer for users of both the free trial and licensed product.

The following steps apply to individual user installation of the LinkPoint Connect for Microsoft Outlook + Microsoft Dynamics CRM. For users in Terminal Services or Citrix environments, please refer to additional documentation.

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Installing LinkPoint Connect

Start the LinkPoint Connect for Microsoft CRM installation.

The LinkPoint Connect Installation Wizard will guide you through the installation.

Click the Next button to begin the installation.

Click the checkbox labeled I accept the terms in the license agreement and then click Next.

Make sure to exit Microsoft Outlook, and then click Next.

Click Next to accept the Microsoft Outlook installation.

Click Install to begin the installation.

The LinkPoint Connect installation wizard is now installing the software. This may take several minutes.

Click Finish to configure the LinkPoint Connect software.

Still need help? Contact our Support Team.