---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Install CRM Outlook Add-in

# Install CRM Outlook Add-in {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
You can install the CRM Outlook Add-in application (com.sn_crm_outlook) if you have the admin role. The application installs related ServiceNow® Store applications and plugins if they are not already installed.

## Before you begin

* Ensure that the application and all of its associated ServiceNow Store applications have valid ServiceNow entitlements. For more information, see [Get entitlement for a ServiceNow
  product or application](https://store.servicenow.com/$appstore.do#!/store/help?article=KB0030186).
* Review the [CRM Outlook Add-in](https://store.servicenow.com/sn_appstore_store.do#!/store/application/8f0a13e13bd1fe50c605811f23e45a56) application listing in the ServiceNow Store for information on dependencies, licensing or subscription requirements, and release compatibility.

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Role required: admin

## About this task

User roles are installed with CRM Outlook Add-in. For more information, see [Components installed with the CRM Outlook Add-in](https://www.servicenow.com/docs/cXGbO_Jnq9mjdE_pDTAUcg "User roles are installed with activation of the CRM Outlook Add-in plugin.").

## Procedure

1. Navigate to AllSystem ApplicationsAll Available ApplicationsAll.
2. Find the CRM Outlook Add-in application (sn_crm_outlook) using the filter criteria and search bar.  
   You can search for the application by its name or ID. If you cannot find the application, you might have to request it from the ServiceNow Store.  
   A list of the versions available to you are displayed.
3. Select a version from the list and select Install.  
   In the Review Installation Details dialog box, any dependencies installed with your application are listed.{#install-crm-outlook-add-in__p_id1_nfg_h1c}
4. If you're prompted, follow the links to the ServiceNow Store to get any additional entitlements for dependencies.
5. **Optional:** If demo data is available and you want to install it, select the Load demo data check box.  
   Demo data are the sample records that describe application features for common use cases. Load the demo data when you first install the application on a development or test instance.
6. Select Install.
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## What to do next

* [Configure CRM access from Microsoft Outlook](https://www.servicenow.com/docs/919xXI70AUjdC16ga2s~KA "Download and install the ServiceNow CRM for Outlook add-in to access and manage CRM records directly from your Microsoft Outlook inbox, eliminating the need to switch between applications.")
* [Configure email promotion rules for Activity Management](https://www.servicenow.com/docs/JFWOMNolst5hV~f91ZtHHg "Configure email promotion rules to automatically process staged emails for manual association through the ServiceNow CRM for Outlook add-in or to trigger AI-powered auto-association with existing sales entities.")
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**Related concepts**   

* [Using Activity Management](https://www.servicenow.com/docs/E6DdiF3bRtHZCAXWRObaVw "Activity Management enables you to log and track every customer interaction across the sales cycle. Touchpoints provide a method to record meetings, calls, appointments, and emails. You can use the Microsoft Outlook add-in to associate emails and create CRM records without leaving your inbox.")
* [Activity Management](https://www.servicenow.com/docs/YlV5YF3Vhd1G3IGrAuXCiQ "Activity Management helps customer-focused teams plan, execute, capture, and track customer interactions across multiple channels throughout the customer life cycle. These interactions include emails, meetings, calls, and key customer touchpoints such as discovery, product demos.")

*[\>]: and then