---
sourceDocument: Australia Sales and Order Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/order-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia Sales and Order Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Configure CRM access from Outlook

# Configure CRM access from Microsoft Outlook {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Download and install the ServiceNow CRM for Outlook add-in to access and manage CRM records directly from your Microsoft Outlook inbox, eliminating the need to switch between applications.

## Vorbereitungen

CRM Outlook Add-in must be installed on your ServiceNow instance. For more information, see [Install CRM Outlook Add-in](https://servicenow-prod.fluidtopics.net/pGt~8Qx~gNGsVNoDFXRgTQ "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.").

Role required: sn_crm_outlook.crm_outlook_admin, admin (for organization-wide deployment)

## Prozedur

1. Log in to your ServiceNow instance.
2. Download the manifest file.
   1. Navigate to AllServiceNow Add-Ins for OfficeOffice Add-in Manifests.
   2. Select ServiceNow CRM for Outlook from the list.
   3. Download the file on your computer by selecting Download Manifest.
   4. Deploy the Microsoft Outlook add-in using either methods.

   {#add-crm-outlook-add-in__substeps_exz_25f_g3c}
   * Provide the manifest.xml file to your agents so they can add the add-in to their Microsoft Outlook clients, as described in the next step.
   * Deploy and centrally manage the add-in across your organization by referring to the official Microsoft Outlook product documentation. For more information, see [Deploy and publish Office Add-ins](https://learn.microsoft.com/en-us/office/dev/add-ins/publish/publish).
3. Install the ServiceNow CRM for Outlook add-in to your Microsoft Outlook client.
   1. Open Microsoft Outlook client.
   2. On the Microsoft Outlook client, select the See more items icon and select Get Add-ins.
   3. Navigate to My add-insCustom Addins.
   4. From the Add a custom add-in drop-down menu, select Add from File....
   5. Browse to and select the manifest file.
   6. Review the warning and select Install.  
      The ServiceNow CRM for Outlook add-in is installed and available in your Microsoft Outlook client.
   {#add-crm-outlook-add-in__substeps_khk_j5f_g3c}
4. Log in to the ServiceNow CRM for Outlook add-in to start using the add-in.