Using Sugar Connect for Office 365

Document created by Brieanne Rowe Employee on Jan 21, 2020
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About this course

In this course you will learn about Sugar Connect, an email client add-in that lets you work with your Sugar data without navigating away from Outlook. You can use Sugar Connect to sync your Sugar and mail client's contacts and calendars, create new Sugar records, utilize your Sugar email templates, and easily save incoming and outgoing email messages and attachments to Sugar.


Intended Audience

  • Sugar Connect Users
  • Business Users


We'll cover the following topics

  • Installing Sugar Connect
  • Navigating the Sidebar
  • Managing Email
  • Working with your Sugar Data
  • Calendar and Contact Sync