Outlook 365 and Sugar Integration

by GrinMark

Make life easier by reducing the need to flip between apps. If you are using Outlook Web App, Outlook 2013, or Outlook 2016 connected to Office365 or Exchange Server 2013 then be sure to take advantage of this email and contact synchronization add-on. Smartly links emails to your Sugar records and keeps your contacts in sync.

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#2877 - Linking outgoing mail form Outlook to Sugar

Closed General Question created by conor 7 years ago

So I've connected the plugin to my Outlook Mac (v. 15.28.1) however, if I'm sending email from Outlook can I link the outgoing mail to a contact/opportunity/account?

  1. GrinMark member avatar

    GrinMark Provider Affiliate

    7 years ago

    Yes, you need to archive sent email as well. Contact and account will be linked automatically. Opportunity binding is manual using Relate button on Archiving tab.

    Regards, Denis

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