"Operation has failed, CRM Outlook plugin encountered a problem during the operation. Please try again".

Posted By [email protected] over 9 years ago

Hello-

We have just signed up with Sage ( well, the free trial)

The most important part of a CRM for us is that the emails sync to the clients records etc.

If I try to send an email through Outlook (we are on Exchange) and click the send and file button with int the message this message pops up ""Operation has failed, CRM Outlook plugin encountered a problem during the operation. Please try again"

Can someone assist me? I am working with someone for a "free concierge set up" but he is on the east coast and I am trying to get this working ASAP. If it can work properly I will be signing up with Sage. If it doesn't work I need to keep looking at CRMS.

I am not sure what the actual capabilities are using this Plug-in. What exactly can it do and not do with MS Exchange?

Thank you for your help.

Cindy~

0 Sage CRM Team over 9 years ago

Was the user an Administrator on the computer when you installed the plugin?

You can find out all about the exchange integration here:

community.sagecrm.com/.../exchange-server-integration-in-sage-crm-7-1-an-introduction.aspx

The functionality of the plugin is about half way down the page in the 'Outlook Plug-in for Exchange Integration' section
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0 [email protected] over 9 years ago

Yes.

I just got off an extremely long tech call with Sage. They think it is a compatibility issue with my version of Outlook. I have MS Home and Business 2013. He thinks that it only works with MS Professional.

I don't really understand. There was some functionality but only one thing wasn't working. Wondering if there is a workaround or if it would work with OWA- the web-based 365
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0 martin.vickers over 8 years ago

The Outlook Plugin is supported on all versions of Microsoft Office 2013 (Professional Edition) so you would need to upgrade your version of Office to be able to use the plugin.
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"Operation has failed, CRM Outlook plugin encountered a problem during the operation. Please try again".

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