{"id":4213,"date":"2013-07-03T04:53:57","date_gmt":"2013-07-03T04:53:57","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=4213"},"modified":"2013-07-03T04:53:57","modified_gmt":"2013-07-03T04:53:57","slug":"installing-outlook-integration-with-sagecrm-7-2","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/03\/installing-outlook-integration-with-sagecrm-7-2\/","title":{"rendered":"Installing Outlook integration with SageCRM 7.2"},"content":{"rendered":"

This is in continuation with the chain blog we are posting on SageCRM Outlook integration. In previous blog we discussed the limitations to file number of email at one go.\u00a0Refer the link added\u00a0below.\u00a0In this blog I will explain how to install and verify the Outlook Integration with SageCRM 7.2.
\nAlso Read <\/span><\/strong>–\u00a0Outlook integration \u2013 Limit on number of emails that can be filed<\/a>
\nAs we know, Sage CRM integrates with Microsoft outlook which gives us complete two way synchronization\u00a0with emails, Contacts, Appointments, Tasks. Through this integrated solution we can work directly in Outlook or in Sage CRM to get through our important messages.
\nLet us now see how we can install the Outlook Plugin. Before you start, be sure to log onto the local machine as an administrator.\u00a0 This plugin needs to be installed on each user\u2019s workstation who wishes to work with Outlook Integration and also necessary IE rights must be applied to complete this installation.
\nFirst step to move ahead is to log on to your SageCRM account.
\n1.Once logged on, you have to navigate to below path:
\nMy CRM | Preferences | Install CRM Outlook Integration. <\/b>See below screenshot for reference.
\n\"Preferences<\/a>
\nBelow screen will appear when user will click on \u201cInstall CRM Outlook integration\u201d<\/b> option from the preferences tab as shown above.
\n\"Config<\/a>
\nThis is the screen from where user can select the required .Net Framework<\/b> executable according to the system they are using.\u00a0 For an instance, .Net framework 2.0<\/b> should be selected and installed if office 2007 is configured on the client system. Also, system automatically detects the version of .Net framework which needs to be configured on the client system. If, not user has to manually selected the required one to move ahead.\u00a0 See below screenshot for reference.
\n2. Run the CRMClientSetup.exe<\/b> file from the path where it is installed\u00a0 or copied. Once installer launches, you will be prompted to close Internet Explorer and Microsoft Outlook in order to continue ahead with installation. See below screenshot for reference.
\n\"Installation<\/a>
\nOnce installation is completed by following the above steps and installation wizard, you will notice a new tab appearing in Microsoft Outlook toolbar named as CRM. See below screenshot for reference.
\n\"Outlook<\/a>
\nNow, once you have installed the Sage CRM Outlook integration you can start filing incoming\\outgoing emails from outlook into Sage CRM by picking the required email and clicking on File E-mail button. You can also add your outlook contacts into CRM. You can also create or sync appointments from both the systems.
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

This is in continuation with the chain blog we are posting on SageCRM Outlook integration. In previous blog we discussed the limitations to file number of email at one go.\u00a0Refer the link added\u00a0below.\u00a0In this blog I will explain how to install and verify the Outlook Integration with SageCRM 7.2. Also Read –\u00a0Outlook integration \u2013 Limit\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,27,73,131,276,332,337,1],"tags":[],"class_list":["post-4213","post","type-post","status-publish","format-standard","hentry","category-net-framework","category-appointent","category-configuration","category-email","category-outlook-integration","category-sage-crm","category-sage-crm-7-2","category-uncategorized"],"yoast_head":"\nInstalling Outlook integration with SageCRM 7.2 - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/07\/03\/installing-outlook-integration-with-sagecrm-7-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Installing Outlook integration with SageCRM 7.2 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"This is in continuation with the chain blog we are posting on SageCRM Outlook integration. 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