Snapshot Survey: Outlook Integration

This is the first of a series of snapshot surveys about features within Sage CRM.  Sage wants to better understand how customers use each feature and how we can update the product to provide more benefits to our customers' businesses.
Please answer the questions below and use the response area to provide additional commentary.
Outlook Integration
This survey is about how customers use the Outlook Plugins provided by Sage CRM.
Please comment below about the feature(s) of the Outlook Plugin you find most useful.
  • Hello,

    We need a better Outlook Plugin, more stable.

    The actual plugin can crash or not working when new Outlook's patch is installing (like for Outlook 365 and all its upgrade/patch)

    We need a Plugin without Internet Explorer... its hard to explain to the IT guy that IE is mandatoy...

    We need an Outlook / CRM intégration in a modern technology that can works with Outlook / Outlook 365 and Outllook webmail

    And if its possible an GMail Intégration too !!!

    Best regards.

  • Thanks for posting this.  This is a big area of frustration for us.  I love the Sage CRM functionality.  I hate having to fight with the Outlook Plugin over and over again.  Must work with all browsers and must support 64 bit!  Windows 11 will only be compatible with Office 365 64 bit.

  • Hello.

    Let me share my experience. A time ago, I installed the system on my PC from scratch, and everything was working fine, except the Outlook CRM plugin. To make the plugin works on my computer, I had to downgrade the Office 365 version from 64 bits to 32 (because of the requirement limitation of the Sage CRM plugin). Once I make it work, I received an upgrade from Windows 10 to 11 (I am a Windows Insider Program Member) and nothing to complain about the Win 11. it is pretty stable so far but turns out the Outlook CRM plugin doesn't work at all.

    I uninstalled Office 365, reinstall it (on both versions, 64 and 32 bits) and still. Uninstalled the CRM plugin, reinstalled and nothing. I had to remove the software and its register and still. The big downside of this plugin is that it only works with 32 bits application version. Now, it is time for to Sage get better solutions to that. 

    Therefore, if you have plans to migrate the Windows version, you better wait to hear from Sage. It is a shame to have an important tool that only works with so much limitation.

  • We only suggest customers use the Outlook Lite plugin, this works when Exchange Integration is configured, the plugin can then be installed into Office 32 and 64 bit. Just very annoying it is limited to a small number of versions of Outlook

    The lite plugin doesn't sync the calendar or contacts (as this is what Exchange Integration is used for). It's only used to file emails and where needed to create a new contact within CRM from your Outlook contacts. 

    The product is very limited, seeing what third parties have done in this area (e.g. CRM Together), plus what Outlook integrations look like with other products (e.g. Salesforce, or Acumatica (ERP with CRM element to it)), they all make Sage's plugin look like the poor cousin.

  • I am not even sure if using a plugin is the best option. IMHO i think having Sage CRM connect in-product to individual users Exchange mailbox that has a a screen that allows filing of mail from within Sage CRM would be a much better option. That way you don't need to worry about plugin's and compatibility, just file emails within the CRM UI. This would also allow sent emails from CRM to show up in the users sent items folder in their Outlook profile as it would need user by user access to the Exchange server/M365.