Getting Started
Setting up Unaric Sidebar requires installing the Outlook add-on. In some cases, administrators are required to grant user permissions.
1. Installation
There are 2 ways to get the connector: from the Get Add-in on Outlook email or download from Microsoft AppSource.
2. Login
- In Outlook, open the Unaric Sidebar connector, located at the add-in section of the toolbar.
- Click the Connect button. The login screen for your CRM will open.
- Enter your CRM account credentials (username and password).
- For Salesforce, you will be asked to provide the login URL you use for your org. E.g. https://login.salesforce.com/.
- For Dynamics 365 Connector, provide your Dynamics 365 URL. This is the URL shown after logging. E.g. https://org1234567.crm.dynamics.com/.
If using an on-premise Microsoft Dynamics 365 environment, additional configuration is required before connecting. See Dynamics 365 (On-Premise).
- Grant Unaric Sidebar access to your account to finish.
Allow pop-ups in your browser if you don't see any login screens.
If you see an OAuth2 authentication error with the message OAUTH_APPROVAL_ERROR_GENERIC while trying to log in to your Salesforce org, you need to install our application in your Salesforce environment to grant login access. For more information, see Salesforce OAuth2 Error
3. Installation testing
To test that the installation has been successful, open an email in Outlook. Sender details will display if they are already a contact/lead in your CRM or if there is an open Opportunity/Case and other related objects for this sender, they will also be displayed. Open the Contact/Leads forms to see more details directly from your mailbox.
Need admin approval?
If you see the Need admin approval message when trying to install Unaric Sidebar, it means app installation is blocked within Outlook/Outlook 365. An administrator must change installation permissions for users:
- Sign in to your Office 365 administrator account.
- Click Settings > Org Settings.
- In the User consent to apps section, ensure the checkbox is ticked.
- Click Save Changes.
This will prompt users and confirm that they want to grant permissions across all Microsoft Add-Ins. If that level of access is not desired, a workflow can be set up to allow administrators to approve requests using the admin consent workflow. For information on configuring that workflow, see Microsoft's help page Configure the admin consent workflow - Microsoft Entra.
Further information on managing consent within Outlook is available at Manage consent to applications and evaluate consent requests - Microsoft Entra
Next steps
A 7-day free trial is initially offered upon installation. Once the trial period ends, you can use Unaric Sidebar free version with limited features or keep using all the features with a subscription. For more information, see User and License Management.
Reference for connectors
These are the available connectors as listed in the Microsoft App Source.
Uninstall
- Open Outlook and click Get Add-in.
- Select My Add-ins.
- Select and open the specific CRM connector
- Click on the ellipsis menu and select Remove.
- Reload your mailbox.
- The iEnterprise Email Connector for Outlook and your CRM is removed.