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Installing Save To CRM Add-in (Desktop Outlook)
Installing Save To CRM Add-in (Desktop Outlook)

This article will walk you through how to install the Save to CRM add-in in Outlook.

Jessica Nash avatar
Written by Jessica Nash
Updated over a week ago

Note: Save to CRM cannot be added to Shared Inboxes.


Please be aware that there are minimum requirements in order to install the Save to CRM Add-in:

Minimum Requirements for Outlook

  • Ideally, the latest Outlook on Windows, automatically kept up to date via an Office 365 subscription. Or if not, one of these versions:

  • Outlook 2019 on Windows 

  • Outlook 2016 on Windows 

  • Outlook on Mac (connected to Office 365 subscription)

  • Outlook 2019 on Mac (one-time purchase)

  • Outlook 2016 on Mac (one-time purchase)

  • Outlook on the web (new)

  • Outlook on the web (classic)

  • 32-bit Version of Windows

Minimum Requirements for Exchange

  • Ideally, users should be using Office 365 and therefore automatically using the latest version of Exchange server in the cloud as a fully managed service from Microsoft, but if not, then:

  • Exchange 2019 on-premise

  • Exchange 2016 on-premise

Installing Save to CRM

Step 1: Download the Add-In file

Click the link below to download. This can then be found in your Downloads folder.

Step 2: Go to Outlook

In Outlook, click Home > Get Add-ins on the ribbon (usually on the far right-hand side). 

Please note: if you don't have a 'Get Add-ins' button on the Home tab, click 'File' in the top left-hand corner and scroll down to 'Manage Add-ins' instead.

For new Outlook

If you are using New Outlook you should have the below option on your toolbar.

Step 3: Navigate to My add-ins

Go to 'My add-ins' on the left-hand side and click the link that reads '+ Add a custom add-in'. 

Then choose 'Add from File...

Now select the file you just downloaded. Likely called savetocrm.xml

Click 'Open' then 'Install' to add the Save to CRM add-in to your Outlook. 

Using Save to CRM

To use Save to CRM, with an email open, click the ProspectSoft 'Save to CRM' add-in at the top right-hand corner of your Outlook, and log in to the CRM using your normal credentials.

Once logged in, you will be able to save your Outlook emails into the CRM by pressing the Save to CRM button on an email.

Check out our guide for Using SavetoCRM here!

Remember that you can create and send emails from within the CRM - follow our guide here to find out how to do this.

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