How to configure Plug-In for Microsoft Outlook in SugarCRM

Sugar offers integration with any email system and it is essential to integrate marketing, sales and support promoting more effective communication with employees.

With the Microsoft Outlook Plug-In, users can archive email to Sugar, send email directly from Sugar, sync their email calendars, schedule and track activities, manage projects and work offline or from a mobile device.

This video provides the ability to perform the following actions:

  • Synchronize emails, contacts, appointments and tasks between Outlook and SugarCRM;
  • Archive email items from Outlook with Sugar accounts, bugs, cases, contacts, leads, opportunities and projects;
  • View Sugar records from within Outlook;
  • Create Sugar accounts, bugs, cases, contacts, leads and opportunities.