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Using Microsoft Outlook to send emails
You can merge customer details with the email functionality in Sage CRM and then send the email using Outlook.
- Find the person or company you want to email and click their email address.
- Click Send Using Outlook. An Outlook window is displayed, with the person's email address in To.
- Type and format the body of the email.
- Click Send in the Outlook window. The email is sent by Outlook, and is also saved with the Communication record against the person or company it was sent to.
Any attachments to the Sage CRM email are automatically attached to the Outlook email.
See Also:
Using CRM from within Outlook (Classic Outlook integration)
Sending an email
Email shortcut keys
Replying to an email
Converting emails
Filing inbound and outbound emails
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