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The Sage CRM options are available from the CRM ribbon.
After the plug-in is downloaded, the following features are displayed in Outlook:
The following table explains the CRM Actions group in the CRM ribbon.
|
CRM Actions group |
Description |
|
File Email |
File single or multiple email records with the company or person record in CRM |
|
Add Contact |
Highlight an individual Outlook contact, then add to CRM using this button. |
The following table explains the Synchronization group in the CRM ribbon.
|
Synchronization Group |
Description |
|
Sync |
Initiates a synchronization between CRM and Outlook. |
|
View Conflict Log |
View conflicts which arise during synchronization to field-level detail. |
|
View Skipped Items |
View details about items that were skipped during synchronization. Please refer to Reviewing skipped items (Classic Outlook integration) for more information. |
|
Sync Info Reset |
Resets mappings between synchronized contacts, appointments and tasks back to the state they were in after the first post-plug-in-install synchronization. |
|
Options |
Opens the CRM Options page. |
|
Uninstall |
Uninstalls the CRM Outlook plug-in. |
The following table explains the fields on the CRM Options page.
|
CRM Options |
Description |
|
Server Name |
CRM install server name. To change the default port (80), add the alternative port after the server name. For example, JUPITER:1234 [Server Name]:[HTTP port] |
|
Install Name |
CRM install name. |
|
Use HTTPS |
Uses an HTTPS connection. To change the default HTTPS port (443), add the alternative port after the server name. For example, JUPITER:10443 [Server Name]:[HTTPS port] |
|
Sync Every (mins) |
Sets the automatic synchronization interval. |
|
Show Conflicts |
Displays Synchronization Conflicts window after each synchronization when in Auto Synch mode (the System Administrator sets the automatic synchronization interval). |
|
Warning if Sync is to Delete More Than [] Items |
A dialog box is displayed if more than the specified number of records in CRM are going to be deleted as a result of a synchronization. You can then decide to proceed with the deletions or to stop them. |
See Also:
Downloading the Outlook plug-in for Classic Outlook integration
Adding contacts: CRM to Outlook (Classic Outlook integration)
Synchronizing appointments and tasks (Classic Outlook integration)
Reviewing synchronization conflicts (Classic Outlook integration)
Filing emails from Outlook to CRM (Classic Outlook integration)
Reinstalling the Outlook plug-in for Classic Outlook integration
Uninstalling the Outlook plug-in for Classic Outlook integration
Sage CRM user assistance PDFs
