GrinMark Outlook 365 Plugin for Sugar®

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.

Install

Follow these simple instructions to get the plugin up and running.

Purchase

You are welcome to learn about the pricing options and do the purchase at SugarOutfitters store.

Learn More

Getting started guide describing installation, settings and usage of GrinMark Outlook 365 Plugin for Sugar® is available here.

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)

Prerequisites

  • Sugar® v6.0 or higher. All flavors are supported (CE/Pro/Enterprise/Ultimate)
  • Office 365 Account with Outlook Web Access (Outlook Online)

Features

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.