• Retirement of RBAC Application Impersonation in Exchange Online

    We have just received the following email from Microsoft, will this affect the Sage CRM Exchange sync? We are announcing the retirement of the ApplicationImpersonation Role Based Access Control (RBAC) role in Exchange Online. When this will happen…
  • Import Contacts and Emails Error

    Having upgraded one of my test environment to Sage CRM 2023 R2.1 I'm receiving the following error message on the Import Emails screen Parsing OData Select and Expand failed: Could not find a property named 'sender' on type 'microsoft.graph.mailFolder…
  • CRM Outlook plugin Lite - SSA fields don't work so e-mail cannot be filed.

    We're using the Outlook plugin Lite with Sage CRM 2022 R1 te file e-mails from Outlook 2019 32-bit. This does not work. At first we get this screen on which the targets are not populated although the e-mail address exists in Sage CRM: On clicking…
  • CRM 2022 R2.2 Exchange 365 integration failure to Import Emails after changing password

    Hello Sage CRM users, Has anyone seen this or any ideas what's going on ?. After setting up the Exchange integation for CRM 2022 R2.2 according to the documentation, Import emails has been working. But after changing my password in Windows , I can't re…
  • Sage CRM sync with office 365 color

    Hi all, Does anyone know if we can sync outlook category colors from CRM to Office 365 ? Thanx
  • Retirement of Exchange Web Services in Exchange Online

    Microsoft have recently announced the following: Today, we are announcing that on October 1, 2026, we will start blocking EWS requests from non-Microsoft apps to Exchange Online. https://techcommunity.microsoft.com/t5/exchange-team-blog/retirement-of…
  • Exchange Synch Error - Read timed out

    Hi we seem to be getting an intermittent issue with the exchange synch, over the last few of months the synch stops and we this error in the logs: java.net.SocketTimeoutException: Read timed out ive tried various things and what seemed to fix the…
  • Unable to upload PDF file attached to email

    Client is using Sage CRM 2023R1 and using new email import from exchange. Never had an issue prior but now CRM will not allow import of PDF file saying that it is restricted. We checked the setting to "Allow file name extensions for upload" and pdf is…
  • Send Email via outlook

    Hi All, I've searched the discussion and cannot find anything on this. we have recently upgraded to Sage CRM 2022 R2, since upgrading i can no longer see the 'send via outlook' button when it comes to sending emails from CRM. We would like to use this…
  • Import Emails functionality

    Is there going to be an import emails button added to cases as it's on Opportunities but not on cases, leads, orders or quotes could it be added in a future release of CRM?
  • CRM - 365 Integration (license question)

    Hi im having issues setting up exchange synchronisation for a client, have setup applicationimpersonation rights and the azure app as per the instructions but get an error when configuring in CRM. In the logs im seeing an error which says 'license…
  • 2022 R2 Calendar Sync

    Does the latest version of CRM have the capability of syncing calendars to Office 365 Outlook? Thanks Sarah
  • 2022 R1 : CRM Email Manager with OAuth 2.0 returns error

    Hello, We are trying to set up CRM Email Manager with OAuth 2.0 and Exchange 365 Email Manager is working fine with classic Authentification but we cannot rid of this error with OAuth 2.0 : "Exception connecting to mail Server : Logon Failure :…
  • CRM Plugin 2018 FlagEmailedAsFiled

    Hello, We have a customer that is experiencing the below error message when trying to 'File' emails through the Sage CRM Outlook plugin (Lite) and wondered if anyone has seen this before / has any suggestions? It only impacts one user, others are…
  • Sage CRM Outlook Integration Not Recognizing Company Name When Creating Contact [Outlook to CRM]

    FormerMember
    FormerMember
    I am adding my Outlook contacts to CRM and most have a company name in them obviously so I know where they work. The company name in the contact always matches the actual company name in Sage100 and CRM so in theory it should work. The way they tell you…
  • Outlook Contacts to CRM

    I'm trying to add contacts from Outlook to CRM using the Add Contact button in the Outlook Integration Addin. Documentation for the Outlook Plugin says that the deduplication process will provide a list of companies with similar names and allow me to…
  • how to install sega on desktop.

    Can i install sega on desktop. for test.
  • E-mail Messages Dropped/Imported Into CRM Documents

    I currently operate CRM in Chrome and when I try to drop an e-mail from Outlook into the "Drop File Here to Attach Them" box nothing happens. Is there a setting that has to be adjusted to allow e-mail messages to be dropped into CRM?
  • CRM 7.3 sp2.1 integration in windows 10

    I am sorry I did not read enough but I need help, I just install a clean copy of windows 10 in a client computer. I am trying to integrate CRM with outlook in windows 10 but CRM does not give me the option " INSTALL CRM OUTLOOK INTEGRATION " Thank you…
  • Sage CRM and Outlook Integration - pushing contacts to CRM.

    2) When using CRM Plugin to move a contact from Outlook to CRM, if the company name does not match EXACTLY with the customer name in CRM, there is no way to choose from existing “similar” company names. Can this be fixed? a) Notice difference in company…
  • Having a terrible time installing outlook plugin

    I am running a Windows7 Pro - 64 bit machine with Office 2010 (32 bit) - Machine is a week old, so nothing is on it that should be causing interference. I get an error message that says "Could not obtain user's interface language. Try Again? and then…