This video reviews how to install the Microsoft Outlook Plug-in. It is recommended that you uninstall any previous versions of Sugar Plug-in for Outlook before you upgrade to the lastest version.
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This video shows you how to synchronize Sugar and Outlook contacts, appointments, and tasks. You will gain a better understanding of your synchronizing options for different record types.
This video shows you how to archive email you are sending and email you’ve received in Outlook to Sugar. You will also learn how to create a new Sugar record in Outlook, if one does not already exist already to archive the email.
In this video we cover how to configure Sugar Plug-in for Microsoft Outlook to point to your Sugar server and establish login credentials.