• Can CRM synchronize Calendar without Microsoft Exchange?

    Hi all, My client have Microsoft Account for their emails and Calendar. But do not have Microsoft Exchange. can the calendar synchronization works without Microsoft Exchange? 1) Can the sync work with standard IMAP/SMTP servers? 2) Can the sync…
  • 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…
  • 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…