sugar connect

How to Install Sugar Connect on Office 365

Sugar Connect is SugarCRM’s Outlook 365 email integration product. Connecting Outlook to Sugar provides multiple benefits for the user, allowing them to access CRM information from their email sidebar, sync and access shared calendars, and much more.

We’ve noticed that a few of our customers were having trouble installing the Sugar Connect module, so here are some simple instructions to get it working:

 

STEP 1: When installing Sugar Connect on Office 365, it’s sometimes hard for users to navigate the maze of setup menus to get to the correct location. Have them try this URL instead. 
Once there, Choose “Add from a URL”.

Sugar Connect add from a URL

STEP 2: Paste in this URL

STEP 3: Install!

STEP 4: It takes a few minutes to show up.

IMPORTANT NOTE: If you previously had Collabspot Connect installed, you will need to uninstall the add-in before you install Sugar Connect.

Collabspot

Justin Kuehlthau's picture
Justin Kuehlthau
Director of Services

Justin is a Customer Relationship Management, CRM, software business analyst and consultant with ten years of experience in the industry. Justin started at Technology Advisors on the support desk where he learned extensively about all facets of CRM software. He was quickly promoted to the role of consultant where he learned the entire process of software consulting from pre-sales to post production support. He now works as the senior Technical Architect with new and existing customers and as the Director of Services at Technology Advisors. 

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