sage crm and outlook plug in on an ipad

i currently have sage crm 2018 for my sales force

we currently use outlook exchange 365. 

i need the outlook plugin to connect their outlook and sage crm calendar.

if they are using ipads will this plug in work?

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  • No. The outlook plugin is for Windows Outlook. The lite plugin is for use when you use exchange sync. If you just want calendar integration then use exchange sync. If you want email filing then either windows with outlook or you get clever with the email manager and a tonne of scripting.

    Your only other option is to get them to bcc themselves when emailing from CRM. I think you can set a custom sysparam to get that to happen but my knowledge is rusty these daya

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  • No. The outlook plugin is for Windows Outlook. The lite plugin is for use when you use exchange sync. If you just want calendar integration then use exchange sync. If you want email filing then either windows with outlook or you get clever with the email manager and a tonne of scripting.

    Your only other option is to get them to bcc themselves when emailing from CRM. I think you can set a custom sysparam to get that to happen but my knowledge is rusty these daya

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