Sugar Plug-In for Microsoft Office Outlook Connector for Empower CRM Outlook Connector for iExtensions CRM

Sugar Plug-In for Microsoft Office

Client - SugarCRM - (Started date June 2011)

SugarCRM outsourced work   to Notetech ODC   to develop & maintain Sugar Plug-in for Microsoft Outlook, Excel & Word.

Sugar Plug-in for Microsoft Outlook

Sugar Plug-In for Microsoft Outlook integrates your CRM data with your Outlook client. It supports Microsoft Outlook 2010 32bit and 64bit, Outlook 2007 and Outlook 2003. It has the ability to perform the following actions in Sugar Ultimate CRM, Sugar Enterprise CRM, Sugar Corporate CRM, and Sugar Professional CRM.

  • Synchronize Contacts, Appointments, meeting and Tasks between Sugar Plug-in for Microsoft Outlook and Sugar CRM.
  • Archive email items from Sugar Plug-in for Microsoft Outlook with Sugar Accounts, Bugs, Cases, Contacts, Leads, Opportunities and Projects.
  • View Sugar records from within Sugar Plug-in for Microsoft Outlook.
  • Create Sugar Accounts, Bugs, Cases, Contacts, Leads, and Opportunities.
  • Each user can run only one installation of the Sugar Plug-in for Microsoft Outlook.

Sugar Plug-in for Microsoft Excel

Sugar Plug-in for Microsoft Excel enables users to view and manage Sugar modules in Excel for Sugar Ultimate CRM, Sugar Enterprise CRM, Sugar Corporate CRM, and Sugar Professional CRM. It supports Microsoft Excel 2010 32bit and 64bit, Excel 2007 and Excel 2003. You can edit and delete existing Sugar fields in Excel and save the updated information to the Sugar database.

Sugar Plug-in for Microsoft Word

Sugar Plug-in for Microsoft Word enables you to merge data such as names and addresses from Sugar Enterprise or Sugar Professional with form letter templates created in Microsoft Word. It supports Microsoft Word 2010 32bit and 64bit, Word 2007 and Word 2003.

With Sugar Plug-in for Microsoft Word, you can perform the following actions:

  • Perform a mail merge from Sugar using a MS Word template or mail merge from MS Word using Sugar data.
  • Include an unlimited number of records such as accounts, contacts, and opportunities within a single merge operation
  • Save the merged documents as Sugar documents

Mail Merge functionality is available from the following modules:

  • Accounts
  • Opportunities
  • Leads
  • Contacts
  • Cases
  • Campaigns

Architecture diagram

Our Expertise

Our dedicated development team has offered commendable solutions to our global customer base for many years delivering high-end enterprise applications.

Hiring Process

  • Step 1
    Reference

  • Step 2
    Test Project

  • Step 3
    Evaluate

  • Step 4
    Getting Started

Clients can take references from software companies in US (who are outsourcing their software Development to Notetech facility) to understand Notetech service Excellency.

Client gives the complicated test project to Notetech development facility.

Client evaluates the finished test project work.

Goes to the next step "business deal with us".

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