About Lite Outlook Integration

Lite Outlook Integration lets you add contacts from the Outlook client to Sage CRM, file single or multiple Outlook emails to one or more Sage CRM records, and attach Sage CRM shared documents to Outlook emails. Lite Outlook Integration does not synchronize any data between Outlook and Sage CRM. For this reason, it should be used with Exchange Integration. For more information, see About Exchange Integration.

How to use Lite Outlook Integration

To use Lite Outlook Integration, you must download the Lite Outlook Plugin in Sage CRM. You can download the plugin on a 32-bit or a 64-bit machine. When you’ve successfully installed the Lite Outlook Plugin, a Sage CRM ribbon is displayed in Outlook. For more information, see Lite Outlook Integration menu options.

Task	Help
Complete the mandatory requirements for installing the Lite Outlook Plugin on your computer.	Preparing to install the Lite Outlook Plugin
Download and install the Lite Outlook Plugin on your computer.	Installing the Lite Outlook Plugin
Attach a shared document to an Outlook email that’s synchronized with Sage CRM.	Attaching shared documents using Lite Outlook Integration
File one or more Outlook emails against Sage CRM records.	Filing emails using Lite Outlook Integration
Manually add Outlook contacts to Sage CRM.	Adding contacts using Lite Outlook Integration
You might have to reinstall the Lite Outlook Plugin if a new version of the plugin is released. You can check the plugin version in your browser tools.	Reinstalling the Lite Outlook Plugin
If there's a problem installing the plugin, your system administrator might advise you to uninstall it and then install it again. Or you might decide to switch to using Classic Outlook Integration, in which case you need to uninstall the Lite Outlook plugin first.	Uninstalling the Lite Outlook Plugin