The plugin provides deep and flexible integration between Sugar® and Microsoft Outlook be it Outlook Web App, Outlook 2013 on PC or Outlook 2016 on MAC. It supports both Office 365 accounts and Exchange Server 2013 on-premises installs.
Getting started guide describing installation, settings and usage of GrinMark Outlook 365 Plugin for Sugar® is available
Supported Outlook Versions
Outlook Web App
Outlook 2013 or later for PC
Outlook 2016 or later for MAC
Supported Exchange Versions
Microsoft Exchange Server 2013, 2016
Microsoft Exchange Online (Office 365)
Sugar® v6.0 or higher. All flavors are supported (CE/Pro/Enterprise/Ultimate)
Office 365 Account with Outlook Web Access (Outlook Online)
Archiving (uploading to Sugar®) emails from Outlook Online
Archiving from Inbox, Sent Items and any other Outlook folder
Auto detection and linking to related Sugar® contacts, leads and accounts
Links to Sugar® email and related items from Outlook email message
Relating emails to CRM items
Search in Contacts, Accounts, Leads, Opportunities, Cases and other modules using wildcards
Check found items and link with the email by pressing Relate button
Preview CRM item in Outlook or open in CRM
Quickly get information about related items right from Outlook
Preview items from the journal
One-way and two-way synchronization of Contacts, Meetings and Tasks. Mass email archiving.
On-demand. User decides when to synchronize.
Only items updated since last synchronization are processed.
Private items are automatically ignored
Synchronization is performed in background and you can continue working on other tasks
Detailed history of synchronization
Notification email at the end of synchronization with summary information
Smart merge of duplicates
Automatic archiving of emails marked with ToCRM category
Email signature extraction
The first and the only automatic email signature extraction for Sugar®. Leading edge technology for mining contact data.
Email messages contain valuable auxiliary information: signatures, addresses, events and more. GrinMark provides a solution for automatic extraction of email signatures in a structured way: name, title, organization, address, phone, etc. With this structured data users can quickly create new or update existing contacts in Sugar®.
Email signature extraction is based on GrinMark TextMiner – a sophisticated technology which applies the power of machine learning to routine tasks of email archiving. TextMiner uses cutting edge algorithms to extract valuable structured data and relationships from email body.