CRM Connect - Client Download & Installation
When a user has a CRM Connect licensed assigned by an admin via the My Site portal,the client installation file can be downloaded from a user’s My Phone portal.
Log into My Phone
Go to the My Phone URLprovided by your Service Provider in your browswer and enter your username and password.
Go to My Features/CRM Connect
Go to the My Features tab at the top then go to the CRM Connect tab on the left. Click the Download button for your appropriate computer. A file will be downloaded to your computer. Depending on your computer configuration. you may be asked if you want to Save the file.
PC Client Installation
Log in to an administrator-level user account on the Windows workstation that CRM Connect needs to be installed onto.
To begin installing CRM Connect, double-click the ‘CRMConnect.exe’ file and click the ‘Install’ button.
Review the End-User License Agreement and hit the I Agree button to continue. You must agree to the End-user License Agreement to complete the installation. You may hit the Cancel button to exit the installation process.
The installation will proceed and any third-party software that is required will also be installed at this time; follow any onscreen instructions displayed by the third-party software.
Once CRM Connect and any third-party software have finished installing, click the Finish button to close the installer.