Configuring the Microsoft Outlook add-in

This page is for MYOB Advanced consultants

Check all changes in a test environment before taking them live. Make sure all related features still work as expected and that your data is unaffected.

If you're a user in a sales or customer service role, you can use the MYOB Advanced Outlook add-in to do CRM tasks through Microsoft Outlook, like creating contacts, leads or activities.

These instructions are for MYOB Advanced versions 2021.117.400.6951 [21.117.0037] onward.

1. From any screen, click on your username on the top right corner, and select My Profile:
   

   

2. The User Profile window will open. Click on the Email Settings tab and select Download Outlook Add-in Manifest. The manifest file will be stored in an .xml format.
   

   

3. Open Outlook. On the Ribbon (the menu bar), on the Home tab, select “Get Add-ins”

   

4. In the Get Add-ins window, select the My Add-ins tab and select “Add a custom add-in”
   

   

5. Choose the “Add from file…” option and open the manifest file you just downloaded from step 2.

6. Click “Install” when the system displays the warning
   

   

7. After the installation is completed, restart Outlook. You will then see the MYOB Advanced add-in from the menu bar:

   

8. To use the Outlook Add-in, click on the MYOB Advanced Add-in icon, which will open a window for you to sign in to your MYOB Advanced system:

   

9. Whenever you’re answering an email, you can click on the email and click on the Outlook Add-in. It’ll allow you to quickly create Lead/Contact/Opportunities, etc. in MYOB Advanced, without you having to log into MYOB Advanced and do this manually: