Call Us: +44 (0)1748 473000

Call Us Facebook Twitter Pinterest Linked in Instagram Youtube GooglePlus

Find out how to get 2 hours free training by referring a friend? 
What's the catch?
Articles Categories Screencasts

How do I Install - I am having problems installing - I receive error messages when installing the Outlook Addin?

Updated: 19 May 2014 17:03:09 OpenCRM::Emails OpenCRM::Add-in::Outlook



Please download the Outlook add-in from the following location:


Either click on the hyperlink above or copy and paste the complete URL into your browser and select GO.



To install this new version you should close Outlook and then remove the current installation. This can be done by;

Windows XP : Start > Control Panel > Add or Remove programs. In this list you need to find the 'OpenCRM Outlook Addin install' and then remove.

Windows Vista : Windows Menu > Control Panel > Programs and Features. In this list you need to find the 'OpenCRM Outlook Addin install' and then remove.

Once you have carried out the removal, run the set-up file located in the downloaded ZIP folder and follow the instructions on screen.



If you are a new user to the Outlook addin, you should download and then run the set-up file located in the downloaded ZIP folder and follow the instructions on screen. Outlook should be completly closed when installing this add-in

  • if you recive any warnings regarding existing files being newer than the one that is being tried to install, please select to KEEP the existing files.

  • If you receive any messages regarding files in use, you can safely choose the IGNORE option. This occurs as some of the files are now pre-bundled with Windows and so already exist on your system.

  • Once installation is complete restart Outlook
  • The Outlook Addin will have been added as a tool bar in Outlook 2007 or will appear under the "Add-Ins" tab in Outlook 2010
  • Click "OpenCRM" and then "Login"



  • Enter your OpenCRM User Name, Password and your OCRM URL, Your OCRM URL is the address you use in your web browser to access OpenCRM e.g.
  • Check the "Remember Me" box to save your user details and click Login



  • If, during installation, you see the error "System files are out of date...", see this FAQ


  • If you see the error "Error initialising log file" Please see the following FAQ



What versions of Windows / Office do you support for the OpenCRM Outlook Add-in?

The Outlook add-in is supported on any version of Office/Outlook from 2003 up to Outlook/Office 2013 (32 bit) and Windows XP up to Windows 7 (64 or 32 bit).

It should also work on Windows 8 but due to the infancy of the operating system we have come across some issues here.

Due to changes in components shipped with Office 2013, some manual intervention may be required following the standard setup process. Contact the OpenCRM support team for assistance in this instance.

Installation of the Outlook Add-in on Virtual machines and Parallels for Mac should work, but is not officially supported.

We do not support 64bit Office of any version.

Rate This Article
  • 1 star
  • 2 star
  • 3 star
  • 4 star
  • 5 star
Feedback and Comments
captcha code  

You may also be interested in:


Twitter Feed

OpenCRM Wishing everyone a great #bankholidayweekend from everyone here at #OpenCRM! #FridayFeeling
OpenCRM RT @smartassessor: Anyone else got that #FridayFeeling for the bank holiday weekend? Let's hope the sun stays out!


Software Add-ons Ltd
1 Battalion Court
Colburn Business Park
North Yorkshire
United Kingdom
+44 (0)1748 473000
+44 (0)870 125 5962
Reg #:
England & Wales 05387424

marker Find on Google Maps


Clean your Desk with …

Within our company we run a ‘clean desk policy’, this is mainly for security reasons as it would be inappropriate for us to have our customer’s documents - with their private data - on show to whomever wanders into the office. This would be bad practice, especially for a firm who work in the CRM industry. Another side to this though is office maintenance, ‘a tidy room is a tidy mind’ and it is worth bearing this adage in mind if...

Summertime Motivation

I know it may seem a little late to be focusing on a summer related blog, but it is after all the UK and as the great British weather has finally, over the last few weeks, let us enjoy some glorious warmth and clear blue skies, I though it apt to look at how the good weather and summertime activities affects us as employees. Well, I heard on local radio that 40% will have tuned into an Olympic event. At work! The...

Company News August 1…

Hello from everyone here at OpenCRM, July was an exciting time for us all and we have some great news for you, so, without further ado here is OpenCRM’s latest Company News…Beep, Beep Beep, Beeeeeeeeeep! Recently our Technical Director Phil Marsay and his lovely girlfriend Kirsty (he is punching above his weight by the way) went to a romantic Greek Island for their Summer Holidays, beautiful beaches, views and the locals were fantastic. Phil, not one to miss an opportunity, got...

Business Superhero: D…

If you don’t recognise the name, I’m not terribly surprised. Donald Davies is one of those people who worked to develop the foundations of our modern technical world who has seemingly been forgotten by mainstream history. And I can understand why, his big contribution to the world, being involved with the practical implementation of “packet switching” is more than a little technically complicated. Saying that, without this work, our modern technical world simply wouldn’t exist. I was recently watching a BBC...

When Private really m…

If you’re working on a top secret project that only a handful of people have knowledge of, it doesn’t stop you needing to be able to keep track of all the emails and tasks surrounding it. Luckily in OpenCRM, we have a suite of tools that will help you keep everything under wraps. Before I get started on the ins-and-outs of our privacy tools, it is worth mentioning that any user who is a “System Admin” will be able to access...

Gender in leadership

In the last few months, the gender gap has continued to hit the headlines with stories of women being passed over for top jobs. There has also been discussion about the pay gap between men and women in a wide variety of industries, including business, film making, and sport. But with the appointment of Theresa May as the UK’s new Prime Minister, the possibility of Hilary Clinton becoming America’s first female President, and more women like Veronique Laury and Alison Cooper...

Fields upon Fields of…

There are many reasons why you might not want every one of your users to have access to all of the information you want to hold in your OpenCRM system. With very little effort, you can prevent users from seeing certain modules or even certain records, but sometimes you need to be even more granular. Sometimes you need to control the information in an individual field. With OpenCRM, you can do just that. If there are fields that you only want to be...

Does Cost Equal Quali…

It’s no secret that I love our CRM system. I think the broad range of features available and the depth of the functionality you find in these features makes OpenCRM one of (if not the) best cloud CRM system out there. But not everyone agrees with me. Some people think that to get the best system out there, you have to spend a fortune. That the price tag is the only true reflection of quality. And they’re entitled to their opinion. I...

How can businesses ha…

It is hard to pinpoint the most innovative uses of technology in 2016 as you could say that we are now totally submersed in a growing culture of Big Data, Interactivity, the ‘Internet of Things’, UX, UI, AI, IA and many, many more buzz phrases and acronyms which make up this ‘Fourth Technological Revolution’ we appear to be in the middle of. While all of these advancements are fascinating, I always want to know how a new type of technology is...

OpenCRM TV Company Ne…

Hello ladies and gentlemen and welcome to this edition of OpenCRM TV Company News......Introduced by our very own William Winter, it's a light hearted look at what has happened at OpenCRM over the past few weeks.

Are we in the middle …

Recently, I’ve been hearing a lot about a Fourth Industrial Revolution. According to a recent article in Forbes, the Fourth Industrial Revolution is centred on “the combination of cyber-physical systems, the Internet of Things, and the Internet of Systems…it is the idea of smart factories in which machines are augmented with web connectivity and connected to a system that can visualize the entire production chain and make decisions on its own.”1 Sounds very impressive and futuristic, doesn’t it? From the literature on...

Business Superhero: W…

There are a lot of reasons to admire Warren Buffett: his investment prowess, his entrepreneurial spirit, his philanthropy, his down-to-earth perspective, his devotion to his family—you name it and I admire him for it.  Buffett serves as an example to anyone in business that enthusiasm and dedication are only part of the story when it comes to being a success in business. From watching his business and personal life over the years, there are three lessons that I personally have found...

Your Three Most Impor…

We recently blogged about how you can design eye-catching email templates in OpenCRM. This, together with the ability to track all manner of success benchmarks quickly and easily, makes the Campaigns module an attractive marketing tool. OK, so now that you have the tool at your disposition, you need to decide who to target with your message. It is all too easy to pile data into your system, but without any type of categorization that data soon becomes as much of a...

Personalities: How do…

My colleague Ashley recently published a blog post about how members of our team reacted to some role play we were doing. Which of our colleagues jumped in feet first to act their hearts out and which ones shied away from the limelight?This got me thinking about the wide variety of personalities within our business, how we all fit together and the different implications each of our personalities have on how we interact and work as an effective team. For the...

An Email Template for…

We’ve talked before about how to create and manage your email Campaign, setting up your click through links, and how you can test your emails to make sure they arrive looking perfect in your recipients’ inboxes. But what about actually crafting your emails? Our very own captive designer was recently walking some of our newest team members through the best practices for doing just that. Once completed, we thought that the tools and instructions she’d put together would be ideal for...