Preparing to install the Lite Outlook Plugin

There are several mandatory requirements for installing the plugin.

• Ensure your email account runs on Microsoft Exchange Server or is a POP3 email account.
• Ensure you're running a supported version of Outlook. For more information, see the 2022 R1 Hardware and Software Requirements posted on the Sage CRM Help Center.
• In Outlook, ensure your email address is specified in File | Account Settings | Email and File | Account Settings | Data Files.
• Ensure you're an administrator of your machine and that either Lite Outlook Integration or Exchange Integration has been enabled. Ask your system administrator if you don't know.
• In Sage CRM, check that your time zone is set correctly. Click <My Profile> | Preferences and check the Time Zone field.
• Turn off User Account Control Settings (UAC) on your computer. UAC notifies you before changes that require administrator-level permission are made to your computer. Go to Control Panel and type UAC in the search box. Click Change User Account Control Settings and move the slider to Never notify. Restart your computer if you're prompted to do so. You can turn on UAC back on after you've installed the plugin.