Note: If you are currently using version 6 of CRM you will be unable to use the outlook plug in as there are no versions on the plug in that are compatible with CRM
Log into CRM with the username and password.
Click your name, located in the upper right-hand corner of the screen, to view the User Preferences page.
Download the appropriate installation file to match the version of Microsoft Outlook.
Completely un-zip or extract the downloaded file.
Open the extracted folder and double-click the Setup.exe file to begin installation and setup.
Click on Next.
Accept the agreement and click Next.
Click on Next.
This displays the Confirm Installation dialogue box.
Click on Next.
This begins the installation process. When the installation completes, the Installer displays a message stating that the plug-in has been successfully installed.
Click Close.
Configuring the Plug-in
How to configure Sugar Plug-in for Microsoft Outlook to point to the Sugar server and establish login credentials.
Launch Microsoft Outlook. Microsoft Outlook displays the Sugar toolbar directly beneath the standard toolbar.
Navigate to Add-Ins.
Note: also access the Sugar Plug-in for Microsoft Outlook configuration settings by clicking the File tab in
Click on Sugar Options to access the Sugar Plug-in for Microsoft Outlook configuration settings.
In the Connection section, enter the Access CRM username and password.
In the URL field, specify the URL of the Sugar Server instance.
Use the Test Connections button to verify the settings.
If the settings are correct, the Test Results dialogue box displays a message confirming that the test was successful.
Press OK to close the dialogue box and return to Sugar Plug-in for Microsoft Outlook.