Hi,
After a lot of research, we are trialing Sage CRM. Looks good so far, and the linked Gadgets are very interesting.
But we have a big hurdle in terms of getting Outlook 2013 to sync with Sage CRM. And we have done all our homework, had local support, and scoured the forum.
1. PROBLEM -- Cannot get Outlook plugin to work.
2. ENVIRONMENT -- Desktop Windows 7 64-bit, Outlook and MS Office 32-bit, Outlook 2013 version. Synchronized to Office 365 Exchange, MS-hosted, in cloud. This is the latest Sage CRM 2014 R2.2 (trial).
3. USER ACCOUNTS -- Have tried installing both as admin and as end-user. Normal run-time is only by end-user without elevated privilieges.
4. ATTEMPTED INSTALLS -- From Internet Explorer, request install of Outlook plugin.
5. WHAT WORKS -- The installer auto-populates the integration dialogue correctly. The CRM tab now shows up in Outlook, and it is clickable.
6. WHAT DOESN'T WORK
a) CRM Tab -- nothing is "live". Sync is not happening.
b) Accpac Plugin -- is not visible in the Outlook plugins, however the Sage CRM plugin is visible (I believe the Accpac plugin is also required).a
c) The VSTO file that drove the install is called "SageCRMOutlookAddIn2010.vsto" -- is this by design, or are we using the wrong file?
7. ATTEMPT TO FIX
a) Ran VSTO file directly with admin privileges.
b) Tried de-installing all Sage components and re-installing.
c) Nothing we've tried results in success
8 BIG QUESTIONS
a) How can we make the Sage CRM integration to Outlook 2013 work? This is a VERY important pre-sales requirement.
b) Where is "server side sync" currently in the Sage CRM road map? As far as I can tell the only Outlook integration currently available is via the client, there is currently no directly server-to-server integration (i.e. SageCRM to Exchange or SageCRM to Office 365) and this is true not only directly but also via IMAP.
Many thanks for any help! I'm sure other people are running into similar situations, based on the reading the forum. And as soon as this works, then we can move forward. If this question needs to be posted elsewhere, please let me know.
John
