What Is Classic Outlook Integration?
Installing the Plugin
Depending on how you configure the integration, you can synchronize data from Sage CRM to Outlook only, from Outlook to Sage CRM only, or both ways. Watch the video on configuring Classic Outlook integration for guidance.
Using Classic Outlook Integration
Now you're ready to get started with the following activities that will synchronize for you:
Scheduling Appointments - create a new appointment in either Sage CRM or Outlook and discover that it's in your calendar in both applications following the next synch.
Manage Tasks - creating a new task automatically adds a reminder in Outlook or onscreen notification in Sage CRM.
File Email - clicking "File Email" in Outlook will attach the message(s) to the "Communications" tab for the contact in Sage CRM.
Attach Shared Documents - attach documents from the "Shared Documents" tab in Sage CRM to emails sent from Outlook.
Watch the Working with Classic Outlook Integration video to see it all in action.