Quick Guide to integrate Sugar CRM to Microsoft Outlook

To integrate Sugar CRM with Outlook you must first install the Outlook plug-in.  It can be downloaded by contacting I.T on TAP

Install the Sugar CRM Outlook  plug-in.   After loading Outlook please go to  Tools->Sugar Options and fill in your username, password and URL.

Lastly, click on ‘Test Connection’ to confirm the connection is successful.

You should see the following message.

Tags: outlook, Sugar CRM, sugar crm outllok integration, sugar crm outlook plugin, sugarcrm

This entry was posted on Friday, July 16th, 2010 at 9:01 pm and is filed under CRM Software Tutorials. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.