First, make sure you are logged into your office account as seen on the first document. 

 

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Select the “LOG IN WITH MICROSOFT“option. 

 

If you are logged in to Office, you will never need to input ‘Email’ and ‘Password’ above. 

 

You will be asked to allow permissions, simply click on Accept and you will be logged into our new i-CRM without asking fora password

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Next, please connect the new i-CRM to your email account so e-mail and mailshot functions will work as they should.  

In the i-CRM interface press “Profile” button in the left down corner, select “Settings”, and press “Link Microsoft 365 Account” button. Wait until the operation is completed to check that the Red sign “Account not linked” status changes to green “Account linked”. If you experience any issues with e-mail and mailshot in the i-CRM, you may need to re-link here. 

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For connection between MS Outlook you will also need to Link your MS Office account, just click Link account to outlook (or if you are having issues then Relink to outlook account) after these steps you should be all set up. 
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