Plug-in for MS Word - Online Help - Zoho CRM

Installing the MS Word Plug-in

System Requirements

The basic system requirements to install the Zoho CRM Plug-in for Microsoft Word are below:

Hardware
x486 with minimum of 256 Mb RAM; minimum 10 Mb disk space
Operating System
Windows 7, 8, and 10
Software
Microsoft Word 2010 / 2013 / 2016
Browser
Only Internet Explorer (Version 6 and above)

Installation Prerequisites
  • You must have sufficient system privileges to install the Zoho CRM Plug-in for Microsoft Word
  • You must have valid login details to connect to the Zoho CRM server
  • You must close all Microsoft Word documents before installing the Plug-in
Install Zoho CRM Plug-in for Microsoft Word

Installing Zoho CRM Plug-in for Microsoft Word allows you to create mail merge templates based on the CRM data source.

To install the Zoho CRM Plug-in
  1. Log in to Zoho CRM with your Username and Password.
  2. Go to Setup > Marketplace > All > Plug-in for Microsoft Word.
  3. In the Zoho CRM Plug-in for Microsoft Word page, click Download Now.
  4. Save/Run the Adventnet_ZohoCRM_Word_Plugin.exe
  5. In the Install Shield Wizard, click Next to start the installation process.
  6. In the License Agreement dialog box, go through the license agreement completely and click Yes to accept the agreement.
  7. In the Choose Destination Location wizard, browse the directory in which you want to install the Zoho CRM Plug-in setup files and click Next to continue.
  8. In the Language Selection dialog box, select the Language from the drop-down list and click Next to start the installation.
    The installation process will take few seconds.
  9. Click Finish to complete Installation.
Note
You can select English, Japanese, French, or Spanish language.
Configure Web browser to install ActiveX Control

ActiveX control allows Zoho CRM to communicate with Microsoft Word for creating mail merge documents. You must configure your web browser before installing the ActiveX control otherwise you will not be able to create mail merge documents.

 The Zoho CRM Plug-in for MS Word works ONLY with Internet Explorer 6 and above versions and NOT with Firefox/Chrome. To create mail merge documents, please access Zoho CRM through Internet Explorer.
To configure Internet Explorer
  1. Click  Tools Internet Options.
  2. In the Internet Options dialog, click Security > Custom Level.
  3. In the Security settings dialog, ensure the following under ActiveX Control and Plug-In section:
    • Enable Automatic Prompting for ActiveX controls
    • Enable / Prompt Download signed ActiveX controls
    • Enable / Prompt Run ActiveX controls and plug-ins
    • Enable Script ActiveX controls marked safe for scripting
    • Click OK to save the settings.
  4. Click  Apply > OK.
Activating Zoho CRM Plug-in for Microsoft Word

The administrator need to enable this feature for others users to create mail merge documents in MS Word and Zoho CRM.

To activate the Zoho CRM Plug-in
  1. Go to Setup > Users and Control Security Control > Profiles.
  2. In the Profiles page, click Edit for the user's profile.
  3. Under Apps Permissions, check Zoho CRM Plug-in for Microsoft Word check box.
  4. Click Save.
Uninstall Zoho CRM Plug-in for Microsoft Word

Before uninstalling the Zoho CRM Plug-in, close all Microsoft Word documents (if running).

To uninstall the Zoho CRM Plug-in
  1. Click Start > Settings > Control Panel (Start Menu).
  2. In the Control Panel, double click Add or Remove Programs.
  3. In the Add or Remove Programs dialog-box, select Zoho CRM Plug-in and click Remove.
  4. Click Yes.
    This will uninstall the Zoho CRM Plug-in for Microsoft Word.

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