• 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…
  • Sage CRM and outllook intergration - appointment duplication

    after installing the outlook classic plugin from sage crm i noticed that my calendar was syncing fine both way. but now it appears that all of my appointments that are being pushed from outlook to CRM are then being pushed back from CRM and duplicating…
  • Filing an Email from Outlook to lead Entity (Communication)

    Hi All, Here I am demonstrating a little workaround for filing an email from Outlook to Lead (communication) in CRM using CRM Outlook plugin with the following steps. First change the Lead Field type in the Administration --> Customisation --> Communication…
  • How to Sync Additional CRM Appointment/Task Details to Outlook Appointment/Task

    Here is a feature that I think you will find useful. It can help you to sync more fields from the Company/Person/Address entities of the CRM Appointment/Task to the Outlook Appointment/Task body. Below is an example of how you could acheive this. …
  • No Support for Classic Outlook Integration - 64-Bit?

    Why are Sage not supporting integration with Classic Outlook integration when using 64-bit? More and more organisations are now moving to Office 365 on Windows 10 (64-Bit), with Office 2016. It seems that many legacy customers of Sage CRM, who are…
  • Lite Exchange Integration

    Good Afternoon, We are trying to synchronise our outlook calendars (2016 32bit) with Sage 200 CRM (version 7.3 SP3.6). This has previously worked but isn't now and we're not too sure on what may have changed. Please do you have any suggestions? …
  • Sage CRM - Office 365 integration and shared calender's

    Hi, Apologies if there is already a thread linked to this but this is my first post as we have a bit of an emergency. We currently in the process of having Sage CRM implemented and I've now been told by our support partner that it's not possible to…
  • Outlook Plugin Lite Customize Search Screen

    Does anyone know what screen or if it is even possible to customize the search screen for the Lite Plugin? My users are asking for an additional field to search, but I can't seem to find the screen the Lite Plugin is calling to search for the company…
  • CRM Outlook plug-in

    Running Sage CRM 7.3 and recently installed SP3 with hotfix 5. When users launch Internet Explorer it's constantly prompting them that a new version of CRM Outlook plug-in is available. Click to install. If they install everything goes through fine until…
  • CRM Outlook Classic Outlook plugin - Stopped for CRM Server Password.

    Hi Everyone, I would like to ask if anyone see this before from installing CRM Classic Outlook plugin, This is discovered with my clients using Sage CRM 7.3 versions. Below at the final stage of plugin installation, this message appeared : "Please…
  • File Emails - Popup window is too small to properly display buttons.

    Hi, When filing emails in Outlook, the popup window is too small to properly display buttons. Is there any way to resize this window? Please see attached image file for the sample screenshot. Thanks a lot!
  • Error When Using Outlook Plugin to Send and File New E-mails

    Hi, After sending out new e-mail by using Classic Outlook Plugin version 7,3,3 for CRM 7.3 SP3 Hotfix4, an error message pops up. I reviewed Outlook log, no error is logged. I then found that the e-mail is actually filed to Sage CRM. I wonder why this…
  • Outlook plugin for IOS or Android

    Hello good day, We have tablets with Android and Ipads (all have Office installed) and we would like to connect to the CRM Cloud and that could save emails but do not know how to install the plugin outlook. Any suggestions? Thank you very much in…
  • Accelerator 4.4 Outlook integration is out

    Check out the demo at " ">vimeo.com/.../3cfc4d9c8d"
  • Accelerator 4.4 Outlook integration is out with new UI

    Check out the video at " ">vimeo.com/.../3cfc4d9c8d"
  • Searching Communications

    We are using Sage CRM 7.2.e.1. Part of our standard practice is to utilize the Outlook integration to save emails to Sage CRM and then they get filed under the appropriate company. So far, so good. We can find the emails listed under the company, but…
  • Anyone else having massive Outlook-Plugin Problems since 7.3?

    Hi together, we've done an upgrade from Sage CRM 7.2 to 7.3 b1 at one of our clients (150+ Users). They had different problems concerning the document drop and Classic Outlook Integration (Exchange Integration is no option because they have several…
  • Outlook integration

    OK, so I'm clearly pretty dim. I have just downloaded a 30 day trial and the first thing I want to do is integrate Sage and Outlook 2013 but cannot for the life of me find how to actually do it. I've been to Preferences and there is no sign of the plug…
  • File Email Against Leads

    Hello Everyone, I am new to applying structure to my sales process and I really hope that Sage CRM is the tool that works for me! My sales process is simple: I conduct workshops and collect business cards from the attendees (these are my Leads); I then…
  • CRM Trial Of Sage -- Support For Installing Outlook 2013 Plugin

    Hi, After a lot of research, we are trialing Sage CRM. Looks good so far, and the linked Gadgets are very interesting. But we have a big hurdle in terms of getting Outlook 2013 to sync with Sage CRM. And we have done all our homework, had local support…
  • What is the link between Outlook contact and Sage CRM

    Hello, I have a customer that is used to using SalesForce and apparently SalesForce has an automatic sync between Outlook Contacts and CRM whereas the outlook plugin for Sage CRM only allows you to add one contact at a time as a manual process. The…
  • Email Attach to Sage CRM

    Hi, Having an issue with emails attaching to our sage crm, in the log file it has the following: 2014-11-04 11:03:16.759> **************************End of RulesScript.******************* 2014-11-04 11:03:16.759> **************************about to…
  • Outlook Plugin Issue

    Has anyone seen this? When trying to send an email out of CRM (7.2b) and clicking on the "Send using Outlook" button, we get an error message stating "Unable to open this file. Please check that the file exists." If we click OK on that message, and…
  • Outlook integration: select what you want to synchronize?

    Hello, According to the user configuration of sageCRM , I could choose: use outlook plugin (Y/N) Synchronise Outlook Appointments (Y/N) Synchronise Outlook Tasks (Y/N) Synchronise Outlook Contacts (Y/N) Can I use the outlook plugin only…
  • Outlook Plug-in Not Available to Download

    Any idea's why users do not have the "Install Outlook Plug-in" icon available to them under preferences? I have tried it on a number of workstations, with different users, but cannot get it to work. This is for 7.2b Thanks, Anthony