Installing the Sugar Plug-in for Microsoft Outlook

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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Synchronizing Contacts, Appointments, and Tasks using the Outlook Plug-in

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.

Archiving Email using the Outlook Plug-in

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.

Configuring the Microsoft Outlook Plug-in

In this video we cover how to configure Sugar Plug-in for Microsoft Outlook to point to your Sugar server and establish login credentials.