Cirrus Insight for Office 365 Setup Guide

First, download the XML installation file:

Right-Click and "Save Link As/Save Target As" to Download the Cirrus Insight for Office 365 Installation File

Then follow the steps below to install Cirrus Insight for Office 365.

1) Navigate to Outlook Online

2) In the top menu bar, click Settings > Manage Integrations

Screen-Shot-2017-08-10-at-4.23.31-PM.png#asset:132464:url


3) Under Add-Ins, Click Here to add Custom Add-In

Screen-Shot-2017-08-10-at-4.23.44-PM.png#asset:132465:url


4) Select Add from File…

Screen-Shot-2017-08-10-at-4.23.59-PM.png#asset:132466:url


5) Select downloaded file from Step 1 and Install

Screen-Shot-2017-08-10-at-4.24.12-PM.png#asset:132467:url

6) Close out of the Manage Integrations menu and select the Cirrus Insight envelope to log in.

office365-install-step-7.png


7) Find the Cirrus Insight button and open to Log Into Salesforce

office365-install-step-8.png


8) In Settings Select Manage Email Sync to enable Email Sync and Calendar Sync.

office365-install-step-6.png

Let us know if we can assist with any set up or configuration.