• 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…
  • 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!
  • 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…
  • 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…
  • Exchange Integration/Outlook Plugin add other fields to sync

    Is there a way to customize the Exchange Integration and/or the Outlook plugin Sync to synchronize other fields? I would like to add more fields to the Contacts sync. In Outlook, we fill in the Department and other fields and wouldlike to sync that over…
  • Outlook Plugin ( for Exchange Integration ) on Terminal Services

    Has anyone got this working ? The customer is using 7.1 g ( Sage 200 integrated ) CRM and we are getting conflicting information on whether it is supported or not. What baffles me is that, the Classic Outlook toolbar is installed and working, then…
  • File email in CRM from Outlook

    I am getting an error when I try to File an email inot CRM from Outlook. Everything works fine if I just click on "File e-mail" and then on the "File email" button, hoever if I try to modify the "File e-mail(s) against the following taget(s)" I am getting…