Installing the Classic 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 Classic 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 (CRMClientSetup.msi) to your desktop.
  7. Log off Sage CRM, and close your web browser and Outlook before continuing with the installation. Check Task Manager to ensure your web browser and Outlook are closed.
  8. Double-click CRMClientSetup.msi and step though the setup wizard.

    Select the Complete setup type. The table below explains the Classic 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 ribbon. For more information, see Classic Outlook Integration menu options.
  10. Sometimes Classic 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 Classic 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.