Installing the Lite Outlook Plugin

  1. In Sage CRM click <My Profile> | Preferences.
  2. If you're prompted to install a client component, click Install.
  3. Click Download Lite Outlook Plugin.
  4. If the Microsoft .NET Framework is not already installed on your computer, you're prompted to install it. When the .NET Framework is installed, click Continue.
  5. Verify the information in the security warning. If the plugin has been installed by another user on the current client, the .NET Framework Download and Security Warning dialog boxes are not displayed.
  6. Save the plugin file (CRMClientExSetup.msi) to your desktop.
  7. Log off Sage CRM, and close IE and Outlook before continuing with the installation. Check Task Manager to ensure IE and Outlook are closed.
  8. Double-click CRMClientExSetup.msi and step though the setup wizard.

    Select the Complete setup type. The table below explains the Lite Outlook Plugin Connection Settings that are displayed during installation. You don't have to change these settings.

  9. When installation completes, open Outlook to view the Sage CRM Lite Outlook Integration features.
  10. Sometimes Lite Outlook Integration is disabled by default when the plugin is installed. If the Sage CRM ribbon isn't displayed in Outlook, do the following:
    1. Go to File | Manage Add-ins | Disabled Items
    2. Click Go and enable the plugin.
    3. Click OK. Restart Outlook to see the changes.
    4. If the Lite Outlook Integration features still aren't displayed, go to File | Manage COM Add-ins
    5. Click Go and select the plugin.
    6. Click OK. Restart Outlook to see the changes.

Field

Description

Server Name

The Sage CRM server name. This is automatically populated from the Sage CRM server.

Install Name

Sage CRM install name. This is automatically populated from the Sage CRM server.

Port Number

Defaults to 80. Contact your system administrator if you need to change this port. For example, if HTTPS is used, you might need a different port.

Use Secure Connection HTTPS

Select to use an HTTPS connection.

User Name

This is automatically populated from the Sage CRM server.

Domain

The Exchange Server domain name.