Home → Integrations / Bolt-Ons → Rubi Outlook Plugin (New) → Installation & Launch
1.2. Installation & Launch
Before Installation/Use
Before installing or using the Rubi CRM Outlook Plugin, please ensure you have uninstalled the old version of the Outlook plugin if you have it.
Once confirmed, you do not have the old Outlook Plugin; your Rubi User Account needs to be configured for the new Outlook Plugin.
A Rubi System Administrator from your organisation can verify this by:
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Navigating in the CRM to Main Menu → System → Users.
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Selecting the relevant user.
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In the General section, confirm that Outlook Plugin Version is set to New.
Installation
To install the Rubi CRM Plugin within Outlook, click More Apps from the ribbon, which falls under the Add-Ins section. From there, click Add apps.
Search for Rubi CRM Plugin in the Microsoft Store. Once located, open the app and click Add.
This will add the Rubi CRM Plugin as an Add-In to your Outlook account.
You may need to close your Outlook and reopen it to use the Rubi CRM Plugin.
Pin the Rubi CRM Outlook Plugin to Your Ribbon
After adding the Rubi CRM Outlook Plugin to Outlook, it will appear in your More Apps section. To make it easily accessible:
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Locate the Rubi CRM Outlook Plugin in More Apps.
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Right-click the plugin and select Pin to Ribbon.
Once pinned, you can access the Rubi CRM Outlook Plugin directly from the Add-Ins section of the ribbon.
Launch
If you have the Rubi CRM Plugin app installed on your Outlook account, you will be able to launch it by following the instructions.
1. Open Outlook (Windows or Web).
2. Open any email message - you can use messages from any folder (Inbox, Sent Items, or others).
3. On the ribbon, select RubiCRM → the task pane appears on the right side.
4. If prompted, sign in with your RubiCRM account (Login Credentials).
5. The add-in is now active for that message.
Pinning the Rubi CRM Outlook Plugin
You can easily pin the Rubi CRM Outlook Plugin to your task pane by clicking the pin icon () in the top-right corner of the Plugin.
Pinning the Plugin keeps it open as you navigate through your emails, so you don’t have to reopen it every time you view a new message.