Category Archives: Email Server

Display the Email’s Actual Received Date in Sage CRM

We are all aware of the Sage CRM‘s Communications module and the various features that are readily available to manage and maintain the Customer relationship. The flexibility of managing not only external communication activities with Customers but also utilizing the system in managing the internal communication with CRM users of the organization has made the… Read More »

Detect Duplicate Emails in Sage CRM

Sage CRM’s communications module has helped to manage all the business activities from and within CRM. The flexibility of integrating CRM with Outlook, Exchange server, Office 365, Classic Outlook etc. has increased the beauty of handling communication activities along with the customer management within a single system. People working with CRM can easily manage their… Read More »

Integrate Sage CRM with Microsoft Office 365 Part-2

In our previous blog, we have explained how to enable exchange Integration in Sage CRM and set up Application Impersonation in Office 365. In this blog, we will explain configuration settings within Sage CRM. Related Post: Integrate Sage CRM with Microsoft Office 365 Part-1 Connect Exchange Server through Sage CRM: Log in to Sage CRM.… Read More »

Integrate Sage CRM with Microsoft Office 365 Part-1

Sage CRM Integration with Microsoft Office 365 automates data synchronization between Sage CRM and Exchange server. Integration syncs appointments, tasks, and contacts from Sage CRM to Office 365 and vice-versa. Many companies are now moving to cloud-based email solutions and they have implemented Office 365 as an email system. When Sage CRM integrated with Classic… Read More »

Duplicate Email Notification in Sage CRM 2020R1 at time of “Send To MailChimp”

We Know MailChimp is one of the most useful at the time of Mass Email Sending for Marketing. As we know using MailChimp integration with CRM, we can send emails via group, however in group of company or person there are duplicates of mail address of persons and companies. One of the new feature in… Read More »

Changing the Default Status of Communication while filing inbound Emails in SAGE CRM

One of the best feature available in Sage CRM is Email functionality. Sage CRM Email Integration allows users to send and receive emails directly in CRM by configuring SMTP and POP details in CRM. Users can then easily process these emails by taking necessary actions such as logging a Ticket, creating an enquiry or so… Read More »

Communications Options panel is suppressed on New Email screen in Sage CRM

Recently while browsing through Sage CRM Community user forums, we came across one post in which Sage CRM user was mentioning that Communications Options screen is not visible to him when he clicks on New Email button in Sage CRM. When we have checked same thing at other Sage CRM with same version; we found… Read More »

File Outbound Emails in Sage CRM

Sage CRM’s Email functionality helps us to track Inbound and Outbound communications easily. We can also send the emails using Outlook from CRM. For this, you need to integrate the Outlook with CRM. New Stuff: Control Access Rights of Entity tabs in Sage CRM While sending an email from CRM to any registered email id against… Read More »