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Using CRM from within Outlook (Classic Outlook Integration)

The following are described as they appear in Outlook 2007. If you are working with Outlook 2010, most of the same options are available, but from the Sage CRM group on the Mail | Home ribbon. In Outlook 2010, the following features are not available:

CRM folder - the full CRM application cannot be used within Outlook 2010
View Contact - this button is not available in Outlook 2010

In Outlook 2007, working with CRM from within Outlook is similar to working with CRM in its own browser window, but there are some differences:

The Menu buttons appear as sub-folders underneath the CRM folder, or as icons in the CRM group, instead of appearing down the left-hand side of CRM.

You can use either the shortcut group or the sub-folders to navigate CRM in Outlook.

These are the default settings to maximize the space you have to view CRM within Outlook. The usual menu and navigation buttons on the left-hand side of the CRM page can be reactivated via the Full Menu in Outlook setting in My CRM | Preferences. The Full Menu in Outlook setting can be altered in either CRM or Outlook, and you will see the change the next time you log on to CRM via Outlook.

After the plug-in is downloaded, the following CRM Outlook integration features are displayed in Outlook:

A CRM toolbar. See table below for details.
A CRM folder in the Folder List and a new CRM group in the Shortcuts. In Outlook 2007, this folder displays after the first successful logon to CRM.

A CRM menu option on the Tools menu. This can be accessed from Tools | CRM. See table below for details.
CRM Options page. This can be accessed from Tools | CRM | Options, or by selecting the Options button on the CRM Logon page.

The following table explains the CRM toolbar buttons.

Toolbar Button	Description
CRM	Select this button to log onto CRM from Outlook.
View Conflict Log	View conflicts which arise during synchronization to field-level detail.
File E-mail	File single or multiple e-mail records with the company or person record in CRM
View Contact	Highlight an Outlook contact, that has been synchronized with CRM, and the CRM Person Summary page for that contact is displayed in Outlook.
Add Contact	Highlight an individual Outlook contact, then add to CRM using this button.
Sync	Initiates a synchronization between CRM and Outlook.

The following table explains the Tools | CRM selections.

Menu Option	Description
View Skipped Items	View details about items that were skipped during synchronization. Please refer to Reviewing Skipped Items (Classic Outlook Integration) for more information.
Sync Info Reset	Resets mappings between synchronized contacts, appointments and tasks back to the state they were in after the first post-plug-in-install synchronization.
Uninstall	Uninstalls the CRM Outlook plug-in.
Options	Opens the CRM Options page.
View Conflict Log	View conflicts which arise during synchronization to field-level detail.

The following table explains the fields on the CRM Options page.

Menu Option	Description
Server Name	CRM install server name. To change the default port (80), add the alternative port after the server name. For example, JUPITER:1234 [Server Name]:[HTTP port]
Install Name	CRM install name.
Use HTTPS	Uses an HTTPS connection. To change the default HTTPS port (443), add the alternative port after the server name. For example, JUPITER:10443 [Server Name]:[HTTPS port] Note: If you are running Vista and want to connect to CRM using HTTPS, you must select the Custom option during the CRM Outlook Integration install, and then mark the Sage .NET Tools check box.
Sync Every (mins)	Sets the automatic synchronization interval.
Show Conflicts	Displays Synchronization Conflicts window after each synchronization when in Auto Synch mode (the System Administrator sets the automatic synchronization interval).
Warning if Sync to Delete More Than [] Items	A dialog box is displayed if more than the specified number of records in CRM are going to be deleted as a result of a synchronization. You can then decide to proceed with the deletions or to stop them.
Toolbar to Display CRM Buttons	When creating, forwarding, or replying to an e-mail from Outlook while logged on to CRM, two extra buttons are displayed on the Standard Outlook toolbar by default - Send And File and Attach Shared Doc. This option allows you to move these toolbar buttons to any Outlook toolbar.
New Mail Buttons Positions [] from the Left Side	This option allows you to position the toolbar buttons described above on the toolbar.

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