Sage CRM

Hello, We have a customer that is experiencing the below error message when trying to 'File' emails through the Sage CRM Outlook plugin (Lite) and wondered if anyone has seen this before / has any suggestions? It only impacts one user, others are…

Hello Community, since the update to 2021 R1 there are big problems with the Outlook plugin. E-mails with attachments or larger inline images are not filed at irregular intervals. (Office 365) So far, no clear structure could be identified, which…

Hello, With Microsoft ending support for Internet Explorer for Office 365 Products going into next year, we have a number of sites which use the CRM Outlook Plugin that currently only works with IE but is there any plans for the Outlook Plugin to…

I have a client who gets a popup to install the Classic Outlook Plugin every time they go to the Preferences screen, despite the fact that they are using Exchange Integration with the Lite Plugin. Under User Config, there is not the option for Outlook…

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…

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!

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…

Hi all, There is a huge problem in the File email function that generates a huge mess in the Library filled with "image001.jpg" files that are signature images and company logos... My question is quite simple : how can we manage this easily ? (I insist…

Curious if the current plugin is compatible or will be updated for Outlook 2016 and the ETA. Thanks! Office 2016 was released on 9/22 and will automatically update for users not managed by their Administrator blocking updates in February of 2016.

Hi, We are encountering the following error when trying to file an e-mail. When "File e-mail" is selected in Outlook, the following window pops and stays like that. It does not complete. - We just upgraded to CRM 7.3b and there is no issues with…

I have recently changed from Outlook 2013 to Outlook 2016 (Office 365 Upgrade) and the Outlook plugin for CRM no longer loads. I get the following error. I sthere a fix or updated version of the plugin?

I couldn't find anything in the forums. Is there currently a manual uninstall process somewhere for the plugin? I can't get the plugin uninstalled through outlook because it throws errors.

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…

Hi, New to the forum, just after a bit of help in regards to using Outlook to send emails and getting them to attach in CRM. I'm experiencing the error message below which I have no idea about when going to the communications tab to see if the email…

Hello everybody, we need your support with regards to the plugin Outlook 2013. can you please confirm that the plugin is available and is compatible with CRM 7.50 ? if yes from where can i download it ? , my client has upggrated from office 2010 to…

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…

I have searched on line and not found this specific situation in the Forum: From our Amazon EC2 instance of Sage CRM v7.1 r2, I click install Outlook Plugin and it asks for my server information when I run the CRM client install. I put in the IP address…

I cannot find instructions for how to revert back to Outlook Integration once Exchange Integration has been setup. Does anyone have steps for this? Kelly Kelly Hamann WAC Consulting Group – Western Region 4177 Yale Avenue La Mesa, CA 91941 Direct…

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…

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…

I am adding my Outlook contacts to CRM and most have a company name in them obviously so I know where they work. The company name in the contact always matches the actual company name in Sage100 and CRM so in theory it should work. The way they tell you…

I'm trying to add contacts from Outlook to CRM using the Add Contact button in the Outlook Integration Addin. Documentation for the Outlook Plugin says that the deduplication process will provide a list of companies with similar names and allow me to…

I am running a Windows7 Pro - 64 bit machine with Office 2010 (32 bit) - Machine is a week old, so nothing is on it that should be causing interference. I get an error message that says "Could not obtain user's interface language. Try Again? and then…