Install CRM Outlook Add-in

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • You can install the CRM Outlook Add-in application (com.sn_crm_outlook) if you have the admin role. The application includes demo data and installs related ServiceNow® Store applications and plugins if they are not already installed.

    Antes de Iniciar

    • Ensure that the application and all of its associated ServiceNow Store applications have valid ServiceNow entitlements. For more information, see Get entitlement for a ServiceNow product or application.
    • Review the CRM Outlook Add-in application listing in the ServiceNow Store for information on dependencies, licensing or subscription requirements, and release compatibility.

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    User roles are installed with CRM Outlook Add-in. For more information, see Components installed with CRM Outlook Add-in.

    Procedimento

    1. Navigate to All > System Applications > All Available Applications > All.
    2. Find the CRM Outlook Add-in application (sn_crm_outlook) using the filter criteria and search bar.

      You can search for the application by its name or ID. If you cannot find the application, you might have to request it from the ServiceNow Store.

      A list of the versions available to you are displayed.

    3. Select a version from the list and select Install.

      In the Review Installation Details dialog box, any dependencies installed with your application are listed.

    4. If you're prompted, follow the links to the ServiceNow Store to get any additional entitlements for dependencies.
    5. Opcional: If demo data is available and you want to install it, select the Load demo data check box.
      Demo data are the sample records that describe application features for common use cases. Load the demo data when you first install the application on a development or test instance.
    6. Select Install.

    O que Fazer Depois