Maidsfield Blog - Partnering and Business Development

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SugarCRM Microsoft Outlook Integration - Soon I hope!

June 14th, 2006 under Sales and Marketing. [ Comments: 1 ]

From yesterday…

The features of the SugarCRM Outlook plugin look good. Synch selected Contacts, Activities and Calendars. You can create Accounts from a Contact and other useful features.

I’m having trouble establishing a connection between my Outlook and my Blacknight hosted SugarCRM.

I registered (I’m a junior member) and posted a query on the SugarCRM Forum - SugarCRM and Outlook - I cant even Connect

But it’s like this:

I cant even get started.

In Tools->Sugar Options, I fill my SugarCRM user name and even try the admin user name with the appropriate passwords. I fill in the correct domain for my Sugar installation

THEN “Test Connection” fails with:

“Test Failed: The Sugar Server specified in Tools->Sugar Options must be running Sugar Suite version 4 2 0 or later.”

My SugarCRM is Sugar Open Source Version 4.2.0d.

What is wrong?

Progressing along with SugarCRM

June 13th, 2006 under Sales and Marketing. [ Comments: 5 ]

Following on from my previous posts on CRM systems; Salesforce.com versus SugarCRM for a growing business and Seeking CRMing Excellence - I uninstalled Microsft Business Contact Manager today.

I have purchased a SugarCRM hosting package from Blacknight.

I’ve started adding in my Leads and Accounts. I want to update my Contacts through the MS Outlook integration.

The I need to get the Sugar Plug-in for Outlook working yet.

I must check if it does Shared Calendars and Activities.