View your Lead, Contact, Account, etc, as you normally would within SugarCRM. Look for the Activities subpanel and click “Schedule Meeting”
Fill in the details of the meeting and click Save.
Once saved, the subpanel will display the information in list format.
Now open your Outlook and your Calendar. Look for the SugarCRM Toolbar and click Sync to Sugar. Alternatively, this can be found on the Add-Ins tab of the Menu Ribbon (or in the Actions drop-down in older versions of Outlook).
Outlook will check the connection, authenticate and ultimately synchronize calendar events.
The event will be copied into Outlook, where it can be modified as desired and rendered in the Outlook calendar.
