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Configuring Classic Outlook Integration

In order to use Classic Outlook Integration, a user must download and install a plugin on the client machine. As a system administrator, you can display or hide the plugin button and configure synchronization settings.

  • Published by: Sage CRM
  • Created: 04/18/2016
  • Duration: 2.34
  • Category: Tutorial

Working with Classic Outlook Integration

When you install the Outlook Plugin for Classic Outlook Integration, a CRM ribbon is displayed in Outlook that lets you work with Classic Outlook Integration features.

  • Published by: Sage CRM
  • Created: 04/18/2016
  • Duration: 3.42
  • Category: Tutorial

Installing the Classic Outlook Plugin

Classic Outlook Integration lets you share contacts, appointments, and tasks between Outlook and Sage CRM. You can file Outlook emails to Sage CRM, And attach a shared document to an Outlook email. You’ll need to install a plugin for this to work.

  • Published by: Sage CRM
  • Created: 04/18/2016
  • Duration: 2.22
  • Category: Tutorial

Configuring Lite Outlook Integration

In order to use Lite Outlook Integration, a user must download and install a plugin on the client machine. As a system administrator, you can display or hide the plugin button.

  • Published by: Sage CRM
  • Created: 04/18/2016
  • Duration: 1.19
  • Category: Tutorial

Working with Lite Outlook Integration

When you install the Outlook Plugin for Lite Outlook Integration, a Sage CRM ribbon is displayed in Outlook that lets you work with Lite Outlook Integration features.

  • Published by: Sage CRM
  • Created: 04/18/2016
  • Duration: 2.45
  • Category: Tutorial