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.

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.