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  • Wiki Page: 632-17367 - Outlook Plugin using a User License

    Summary: A customer had a question about the Outlook Plugin using a user's License in regards to concurrent licenses. Resolution: There is three possible scenarios: 1. Using the plug-in to file emails or add contacts etc. uses 1 seat of a concurrent licence. 2. If the same user is simultaneously...
  • Wiki Page: 632-17391 - An email with an attachemnt has failed to file to CRM

    Summary: A user tries to file an email with an attachment using the Classic outlook plugin but the error message below is displayed and the email is not filed in CRM. Cause: The cause of this issue is that the attachment has an ampersand (&) in its name eg 'Sage CRM Install & Upgrade Guide...
  • Wiki Page: 492-17482 - Login prompt for classic Outlook plugin when IIS autologin enabled

    Summary: This issue affects users of the classic Outlook plugin where IIS auto login is being used. On filing an email to Sage CRM from Outlook, a login prompt is displayed. Symptoms: The login prompt will only allow a user to log in if they use the password stored on the CRM database, rather than the...