--- title: Getting Started slug: sidebar-outlook/getting-started description: New to Unaric Sidebar for Outlook? Follow our step-by-step getting started guide to set up, configure, and begin using the application. icon: {"lucideIcon":"Rocket"} docTags: createdAt: 2025-09-09T21:08:08.548Z --- 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. ::::Tabs :::Tab{title="Microsoft AppSource"} Choose the link for your CRM in the Microsoft AppSource page and click the **Get it Now **button. | **CRM** | **AppSource Link** | | ------------------------------------------------------- | ------------------------------------------------------------------------------------- | | ******Salesforce.com****** | | | **Microsoft Dynamics CRM** | Link | | **Zoho CRM** | [Link](https://appsource.microsoft.com/en-us/product/office/WA200004012?tab=Overview) | | **Monday.com** | Link | | **HubSpot CRM** | Link | | **iEnterprise CRM** | Link | ::: :::Tab{title="Mailbox"} 1. Open the **Outlook **desktop application or web version and navigate to your mailbox. 2. On the **left navigation bar**, click the **More apps** icon. 3. Select **Add apps**. This will open the **Apps** menu. 4. Search for the app for your CRM. For example, Salesforce Connector is for Salesforce. 5. Select the app for your specific CRM and click **Add. ** 6. You will be re-directed to your CRM to connect and fill in setup details. Complete these to finish setup. The Email Connector for your CRM is now added to your Outlook. ::: :::: ## 2. Login 1. In Outlook, open the Unaric Sidebar connector, located at the **add-in **section of the toolbar. 2. Click the **Connect** button. The login screen for your CRM will open. 3. 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/.](https://login.salesforce.com/?locale=mx) - For Dynamics 365 Connector, provide your **Dynamics 365 URL.** This is the URL shown after logging. E.g. https\://org1234567.crm.dynamics.com/. :::hint{type="info"} If using an on-premise Microsoft Dynamics 365 environment, additional configuration is required before connecting. See [Dynamics 365 (On-Premise)](docId\:vDNRnnnXrHCFKgTRuYhd9)*. * ::: 4. Grant Unaric Sidebar access to your account to finish. :::hint{type="warning"} **Allow pop-ups** in your browser if you don't see any login screens. ::: :::hint{type="warning"} 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](docId\:tvw_t-QcfLVMzIrMsF0ZQ) ::: ## 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: 1. Sign in to your Office 365 administrator account. 2. Click **Settings** > **Org Settings.** 3. In the **User consent to apps** section, ensure the checkbox is ticked. 4. 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.](https://learn.microsoft.com/en-us/entra/identity/enterprise-apps/configure-admin-consent-workflow) :::hint{type="info"} Further information on managing consent within Outlook is available at [Manage consent to applications and evaluate consent requests - Microsoft Entra](https://learn.microsoft.com/en-us/entra/identity/enterprise-apps/manage-consent-requests) ::: ## 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](docId\:fiBvbr1E0o2ITduzh2L31). ### Reference for connectors These are the available connectors as listed in the Microsoft App Source. ![](https://api.archbee.com/api/optimize/8U46cdD4FHoKekEMZZobD-sMSkb9kW2uLI-SBFS-INB-20250909-214431.png) ::Image[]{src="https://api.archbee.com/api/optimize/8U46cdD4FHoKekEMZZobD-f9OtaS-iLebSUt2aAf602-20250909-214548.png" size="24" width="158" height="250" position="center" darkWidth="158" darkHeight="250" showCaption="false"} ::Image[****]{src="https://api.archbee.com/api/optimize/8U46cdD4FHoKekEMZZobD--hVaoQWjE1lm8r-RKQcGd-20250909-214620.png" size="24" width="159" height="250" position="center" darkWidth="159" darkHeight="250" showCaption="false"} ## Uninstall 1. Open Outlook and click **Get Add-in**. 2. Select My Add-ins. 3. Select and open the specific ***CRM connector*** 4. Click on the ellipsis menu and select **Remove**. 5. Reload your mailbox. 6. The iEnterprise Email Connector for Outlook and your CRM is removed.