Configure CRM access from Microsoft Outlook

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 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.

    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 All > ServiceNow Add-Ins for Office > Office 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.
      • 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.
    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-ins > Custom 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.
    4. Log in to the ServiceNow CRM for Outlook add-in to start using the add-in.