--- sourceDocument: brazil Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/delta-australia-brazil Release : - brazil ft:locale : - en-US ft:publication_title : - brazil Combined Product Files ft:clusterId : - delta3ba bundleId : - delta3ba --- # Combined CRM Outlook Add-in release notes for upgrades from Australia to Brazil # Combined CRM Outlook Add-in release notes for upgrades from Australia to Brazil {#ariaid-title1} Release version: Brazil Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined CRM Outlook Add-in Release Notes for Upgrades from Australia to Brazil This consolidated release notes document assists ServiceNow customers in preparing for the CRM Outlook Add-in upgrade from the Australia to Brazil release family. It details new features, changes, activation procedures, additional requirements, localization, and highlights relevant to this upgrade path. The notes clarify what to expect during the transition and how to leverage the add-in effectively post-upgrade. Show full answer Show less ## Changes * **Improved User Guidance:** When associating emails with CRM entities such as Leads, Accounts, Contacts, and Opportunities, users no longer encounter blank pages if a linked record is unavailable or access is restricted. Instead, informative messages guide users on next steps. * **Enhanced Search Experience:** If searches or filters yield no matching records, the add-in now provides users with suggestions to refine search criteria or create new records, reducing confusion and improving usability. ## Activation and Configuration * Install the **sncrmoutlook** application from the ServiceNow Store, which includes necessary related applications and plugins. * Download the manifest file and install the ServiceNow CRM for Outlook add-in on each user's Microsoft Outlook client. * Assign roles appropriately: **sncrmoutlook.crmoutlookadmin** for configuration and **sncrmoutlook.crmoutlookuser** for usage. ## Additional Requirements * Activate the **User Mailbox Integration** plugin to enable email promotion. This ensures emails associated via the add-in move from the Staged Email table to the Email table, making them visible to agents in the workspace. ## Localization The CRM Outlook Add-in supports multiple languages, including Arabic, Brazilian Portuguese, Chinese (Simplified and Traditional), and many others. Language packs install automatically with their corresponding ServiceNow base system language plugins, ensuring localized user experiences. ## Key Highlights * Capture customer emails directly within Microsoft Outlook by associating messages to CRM entities, streamlining workflows without leaving the inbox. * Locate and link emails to CRM records such as leads, contacts, accounts, and opportunities efficiently, including linking multiple emails from the same thread to a single record. * Convert inbound email interest into actionable CRM records by creating leads or contacts with pre-populated details from emails. * Configure redirect rules to automate routing of high-volume email captures, ensuring consistent CRM data for pipeline visibility and follow-up tracking. * Maintain a unified customer context by making email interactions accessible for agents to view pipeline status and track follow-up activities. Consolidated page of all release notes for CRM Outlook Add-in from Australia to Brazil. ## How to use this page To help you prepare for your upgrade, we have combined the cross-family CRM Outlook Add-in release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Australia to Brazil. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## Important information for upgrading CRM Outlook Add-in to Brazil Before you upgrade to Brazil, review these pre- and post-upgrade tasks and complete the tasks as needed. {#dfrn3-crmoutlookaddin-summary__entry__2} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## New features Between your current release family and Brazil, new features were introduced for CRM Outlook Add-in. {#dfrn3-crmoutlookaddin-summary__entry__8} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Changes Between your current release family and Brazil, some changes were made to existing CRM Outlook Add-in features. {#dfrn3-crmoutlookaddin-summary__entry__14} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | [Associate emails with CRM entities](https://www.servicenow.com/docs/access?context=associate-email-crm-outlook&family=brazil&ft:locale=en-US) : Reduce user confusion when records can't be displayed or found. * Previously, users saw a blank page when a linked record couldn't be displayed. Now, users receive information that helps them understand whether the record is unavailable or access is restricted, along with guidance on next steps. * Previously, users saw a blank page when searches and filters returned no matching records on the Lead, Account, Contact, and Opportunity tabs. Now, users receive guidance to help them refine their search criteria or create a new record. | [ ] ## Removed Between your current release family and Brazil, some CRM Outlook Add-in features or functionality were removed. {#dfrn3-crmoutlookaddin-summary__entry__20} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Deprecations Between your current release family and Brazil, some CRM Outlook Add-in features or functionality were deprecated. {#dfrn3-crmoutlookaddin-summary__entry__26} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Activation information Review information on how to activate CRM Outlook Add-in. {#dfrn3-crmoutlookaddin-summary__entry__32} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | Activation information : Install the CRM Outlook Add-in application (sn_crm_outlook) from the ServiceNow Store. The application installs related ServiceNow® Store applications and plugins that aren't already active on your instance. After installation, download the manifest file and install the ServiceNow CRM for Outlook add-in on each user's Microsoft Outlook client. The sn_crm_outlook.crm_outlook_admin role is required to configure the add-in, and the sn_crm_outlook.crm_outlook_user role is required to use it. | [ ] ## Additional requirements If any additional requirements were introduced or changed for CRM Outlook Add-in we have noted them here. {#dfrn3-crmoutlookaddin-summary__entry__38} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | Additional requirements : Configuring email promotion requires the User Mailbox Integration plugin to be active on your instance so that emails associated through the add-in are promoted from the Staged Email \[sys_email_staging\] table to the Email \[sys_email\] table, making them visible to agents in the workspace. | [ ] ## Browser requirements If any specific browser requirements were introduced or changed for CRM Outlook Add-in we have noted them here. {#dfrn3-crmoutlookaddin-summary__entry__44} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Accessibility information Review details on accessibility information for CRM Outlook Add-in, such as specific requirements or compliance levels. {#dfrn3-crmoutlookaddin-summary__entry__50} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | No updates for this release. | [ ] ## Localization information If there are specific localization considerations for CRM Outlook Add-in we have noted them here. {#dfrn3-crmoutlookaddin-summary__entry__56} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | Localization information : The CRM Outlook Add-in is available in Arabic, Brazilian Portuguese, Chinese (Simplified and Traditional), Czech, Dutch, English, Finnish, French (France and Canada), German, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Thai, and Turkish. Language packs are installed automatically when the corresponding ServiceNow base system language plugin is active. | [ ] ## Highlight information If there are specific highlight considerations for CRM Outlook Add-in we have noted them here. {#dfrn3-crmoutlookaddin-summary__entry__62} | Release | Release notes | |-|-| | Australia | No updates for this release. | | Brazil | * Capture customer emails in the CRM without leaving Microsoft Outlook by associating messages with leads, contacts, accounts, and opportunities directly from the inbox. * Locate CRM records such as leads, contacts, opportunities, and accounts, and associate emails to them. After you associate one email from a thread, other emails that you select from that thread link to the same record. * Convert inbound interest into actionable CRM records by creating leads or contacts from emails with relevant details automatically populated. * Configure redirect rules to automatically route high-volume email captures to your instance, keeping CRM data consistent for pipeline visibility and follow-up tracking. * Maintain consistent customer context by making captured email interactions available for pipeline visibility and follow-up tracking. See [CRM Outlook Add-in](https://www.servicenow.com/docs/access?context=explore-crm-outlook-add-in&family=brazil&ft:locale=en-US) for more information. | [ ]