About Classic Outlook Integration

Classic Outlook Integration files emails, and synchronizes contacts, appointments, and tasks between Sage CRM and Microsoft Outlook. It lets users file single or multiple Outlook emails to one or more Sage CRM records, and attach Sage CRM shared documents to Outlook emails. Sage CRM Classic Outlook Integration supports email accounts running on Microsoft Exchange Server MAPI or POP3. Roaming Profiles are not supported.

The first synchronization synchronizes:

• Recurring appointments.
• Appointments which have been modified in the last 14 days.
• Appointments with an end date between the last 14 days and today.
• Tasks which have been modified in the last 14 days.
• Tasks with a status of Pending or In Progress.
• Any flagged Sage CRM contacts, or contacts that have been added to the Contacts tab in Outlook.

Subsequent synchronizations synchronize:

• Appointments modified since the last synchronization.
• Tasks modified since the last synchronization.
• Any new, updated, or deleted flagged Sage CRM contacts, or any new, updated, or deleted contacts on the Contacts tab in Outlook. If a synchronized Sage CRM contact shares an address with another person or company, and you change the address in Outlook, Sage CRM updates the shared address with the new information during Contact synchronization.

How to enable Classic Outlook Integration

In order to use Classic Outlook Integration, a user must download and install a plugin on the client machine. The plugin works on a 32-bit machine only. As a system administrator, you can display or hide the button that allows users to install the plugin.

Task	Help
Specify Sage CRM time zone settings. Incorrect time zone settings can prevent Sage CRM contacts synching to Outlook.	Setting the time zone
Display the Install Classic Outlook Integration button for a specific user.	Configuring Classic Outlook Integration
If you're using Sage CRM over HTTPS, or you're using a non-standard port, you might need to change the default port used by the Classic Outlook Plugin installer.	Changing Classic Outlook Plugin port

How to set up synchronization

Task	Help
Select the direction in which data is synchronized between Outlook and Sage CRM.	Configuring Classic Outlook Integration
Enable synchronization of contacts, appointments, and tasks.	Configuring Classic Outlook Integration
Prevent synchronization to Outlook for specific Sage CRM records if necessary.	Preventing synchronization to Outlook
Decide what happens to appointments, tasks, and contacts in Sage CRM when they're deleted in Outlook.	Configuring Classic Outlook Integration
Specify how to manage synchronization conflicts.	Configuring Classic Outlook Integration
Configure how often automatic synchronization occurs.	Configuring Classic Outlook Integration
Enable logging for Classic Outlook Integration so users can view and resolve synchronization errors.	Enabling logging for Classic Outlook Integration

How data is mapped between Sage CRM and Outlook

Task	Help
Review how contacts are mapped between Sage CRM and Outlook and change the mappings if necessary.	Contact data mappings
You can use data upload to import a large number of contacts from Outlook to Sage CRM.	Uploading Outlook Contacts to Sage CRM
Review how appointments are mapped between Sage CRM and Outlook and change the mappings if necessary.	Appointment data mappings
Review how tasks are mapped between Sage CRM and Outlook and change the mappings if necessary.	Task data mappings
Review how tasks statuses are mapped between Sage CRM and Outlook and change the mappings if necessary.	Task status mappings
You can customize the details that are added to tasks and appointments sent from Sage CRM to Outlook.	Customizing task and appointment details

Classic Outlook Integration licenses

The Classic Outlook Plugin uses Sage CRM concurrent licenses as follows:

• If a user is filing emails or adding contacts in Outlook using the plugin, one seat of a concurrent license is used.
• If a user is filing emails or adding contacts in Outlook using the plugin, and is also logged on to Sage CRM using a browser, one seat of a concurrent license is used.
• If a user is filing emails or adding contacts in Outlook using the plugin, and a second user is logged on to Sage CRM using a browser, two seats of a concurrent license are used.
• The license is freed up when Outlook closes or the Sage CRM session expires. Where a user is using the plugin in Outlook and using Sage CRM in a browser, the license is freed only when both Outlook and the Sage CRM session close. The license is not freed when the user action (synching, or filing an email) completes.