outlook sidebar troubleshooting

How To: Keep Outlook Plug-In in the Sugar Sidebar After an Update

Several of us at Technology Advisors found that a recent Outlook update was causing our Sugar sidebar to show in a separate window instead of within Outlook as it should.

To resolve this, we did the following:

  1. Make sure you are using the latest version of the Outlook plug-in. If you have an older version installed, uninstall it, removing all settings, and then download and install the latest version. For detailed instructions, see http://support.sugarcrm.com/Documentation/Plug-ins/MS_Outlook_Plug-in/MS_Outlook_Plug-in_Installation_Guide_2.x/
    1. You can check your installed version in Outlook by going to Add-ins > About SugarCRM Plug-in
    2. As of January 18, 2019, the latest version is 2.6.1
  2. In Outlook, go to Files > Options. Under ‘User Interface Options’ (top of General tab), look for the ‘When using multiple displays’ setting and make sure ‘Optimize for Compatibility’ is selected. If you change this setting, restart Outlook for this change to take effect.

Outlook plug-in in Sugar

Stay tuned to our blog for more How To’s and other helpful business info!

Megan Sheehan's picture
Megan Sheehan
Trainer & Business Analyst

Megan is a SugarCRM expert who helps clients design and build their CRM systems. She’s been part of the Technology Advisors team since 2012 and has written three books on SugarCRM in that time. In addition to training clients, Megan co-hosts a SugarCRM focused podcast with Justin called “Sugar Cubed CRM Talk”. She also teaches SugarCRM classes each month. Details about these courses can be found on the Sugar University webpage.

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