New SugarCRM Plugins for Office 2013 and Office 365
If you have upgraded to the latest version of Microsoft Office 2013 or have migrated to Microsoft Office 365 you will appreciate the availability of new links to Microsoft Word, Excel and Outlook,
To download and install these links:
- Press your user name menu in the top right corner of SugarCRM
- Select 'Profile'
- Navigate to the 'Downloads' tab
- Select and download the relevant version of the plugin.
Here is a link to the user guide for the Outlook Plugin.
If you would like a video overview take a look at this page.