We are running Sage CRM 7.2, Hosted Exchange. I am trying to get the email portion up and working.
I think my best approach would be to allow our Sales Reps to enter emails from within the Communications tab (and have them all logged there), as well as have the option to use the Classic Outlook plugin.
I have a couple issues...
"Use Exchange Server Integration:" is set to NO - is this correct? With the warning it presents, I am a little just turning it on to check.
The system is sending emails to the recipient, so that is a plus. But now I need them to show up in Communications and need to be able to install the CRM plugin. Thanks!
Here are my email settings -
Can you confirm which browser you are using? The plugins can only work with Internet Explorer.
I have tried from several different browsers on different OSes (Win10/Win8.1/Win7), including IE and chrome. But the option to install the plugin still does not exist.
Have you checked in
Administration -> Users -> User Configuration
Use Outlook Plug-in: Yes
The plugin will only be available in IE.
Use Outlook Plug-in is set to "Yes" in that screen. I am still baffled as to why this doesn't even show up.
I have had other tasks so I have not had a chance to deal with this one. Unfortunately, it is still an issue. I still have no idea why the option to install the Outlook Plugin does not exist and cannot find any leads on where to troubleshoot online. Does anyone have any ideas on what may be causing this?
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