Configuring Classic Outlook Integration

The recommended setting when using IIS Auto Login is to disable IIS Anonymous Authentication on the CRM web server. Classic Outlook Integration doesn't work when Anonymous Authentication is disabled. For a workaround, see Using Classic Outlook Integration with Auto Login in the Troubleshooting Help.

Click <My Profile> | Administration | Users | User Configuration.
Click Change and update the Classic Outlook Integration settings.
To display the Install Classic Outlook Integration button that lets users download and install the Classic Outlook Plugin, set Outlook Integration Options to Classic Outlook Integration or Both.
Click Save.


Field	Description
Outlook Plugin Version	Specifies the Classic Outlook Plugin version. Use this field to manually update the Outlook Plugin version after installing an Outlook Plugin patch.
Outlook Integration Options	Classic Outlook Integration. Displays a button that lets the user install the Classic Outlook Plugin and use Classic Outlook Integration. Lite Outlook Integration. Displays a button that lets the user install the Lite Outlook Plugin and use Lite Outlook Integration. If Exchange Integration is enabled, the Lite Outlook plugin provides additional functionality to the Exchange Integration. Both. Displays both the Classic Outlook button and the Lite Outlook button on a 32-bit system. It displays only the Lite Outlook button on a 64-bit system. Only one plugin can be installed. None. Prevents the user installing the Classic Outlook Plugin or the Lite Outlook Plugin because no plugin buttons are displayed.
One Way Synchronization	Specifies the direction in which data is synchronized between Outlook and Sage CRM in Classic Outlook Integration. No. Data is synchronized bidirectionally, from Sage CRM to Outlook and from Outlook to Sage CRM. From Outlook to CRM only. Data is synchronized from Outlook to Sage CRM only. From CRM to Outlook only. Data is synchronized from Sage CRM to Outlook only. When you change this value, users must restart their Sage CRM session in Outlook and initiate synchronization for the change to take effect.
Synchronize Outlook Deletions	Specifies whether to delete appointments, tasks, and contacts in Sage CRM when they're deleted in Outlook. The items are deleted in Sage CRM during Outlook synchronization. Yes. Deletes appointments, tasks, and contacts in Sage CRM if the user has rights to delete them. No. Leaves appointments, tasks, and contacts intact in Sage CRM.
Managing CRM and Outlook Updates	Specifies how to resolve data conflicts between Outlook and Sage CRM when bidirectional synchronization is enabled (One Way Synchronization is set to No). To view conflicts, use the View Conflict Log in Outlook. Outlook Updates Win. The changes made to Outlook will appear in both Outlook and Sage CRM. This is the recommended option for organizations that use Outlook as their primary appointment scheduling tool. The default for new installations is Outlook Updates Win. Organizer Updates Win. This applies to appointments only. This is the recommended option for organizations that mainly rely on Sage CRM for their customer interaction management and have a number of users who use Outlook to organize and update meetings. When the appointment organizer (the person who created the appointment in Outlook) initiates synchronization, changes made in Outlook overwrite any conflicting data in Sage CRM. When any other user initiates synchronization, changes made in Sage CRM overwrite any conflicting data in Outlook. CRM Updates Win. Changes made to Sage CRM appear in both Outlook and Sage CRM. This is the recommended option for organizations that use Sage CRM as their primary appointment scheduling tool.
Synchronize Outlook Contacts	Enables or disables the synchronization of contacts between Outlook and Sage CRM. Yes. Enables the synchronization of contacts. No. Disables the synchronization of contacts.
Synchronize Outlook Appointments	Enables or disables the synchronization of appointments between Outlook and Sage CRM. Yes. Enables the synchronization of appointments. No. Disables the synchronization of appointments.
Synchronize Outlook Tasks	Enables or disables the synchronization of tasks between Outlook and Sage CRM. Yes. Enables the synchronization of tasks. No. Disables the synchronization of tasks.
Auto Sync (In Minutes)	Specifies the number of minutes at which automatic synchronization between Outlook and Sage CRM occurs.