Make your Sage CRM Resource Planner Compatible with Sage CRM 2017 Release

By | December 30, 2017

The latest release of Sage CRM 2017 R1 and R2 expands your business horizon by introducing extended benefits and new features for enterprises. This includes an enriched user experience, simplifying navigation and providing faster access to information for the CRM users. Greytrix, a Sage ERP – Sage CRM Gold Development Partner, has enriched its CRM Product Suite with new Sage CRM products. The extended Sage CRM suite includes:

  1. Sage CRM Business Manager
  2. Sage CRM Project Manager
  3. Sage CRM Event Manager
  4. Sage CRM Contract Manager
  5. Sage CRM Budget Planner
  6. Sage CRM Resource Planner
  7. Sage CRM Mobile Service Signature
  8. Sage CRM Membership Management Solution
  9. Sage CRM Field Service Management Solution
  10. Sage CRM Training Management Solution
  11. Sage CRM Social Media Manager
  12. Sage CRM Diagnostics Tools

New Stuff: Create Email Signature feature in Sage CRM 2017

A majority of enterprises are using Sage CRM 7.2 and 7.3 for their front office operations that assist them in automating sales, marketing, customer service and support operations to gain greater visibility across businesses for actionable decision making. Greytrix has also been constantly involved in making its Sage CRM suite compatible to the new versions of Sage CRM. Currently, Sage CRM Resource Planner is fully compatible with the Sage CRM 2017 version.

The new version of Sage CRM Resource Planner has an enhanced functionality with improved view of resource on Left and resource Right and Extended Date Format support. The new features include:

Resource On Left/Top: Auto sizing screen if multi resources are present on screen and automatic scrollbar option to move the screen up and down to view the schedules of Users.

Improved Drag and Drop functionality: Improved drag and drop feature to schedule or move booking of one user to another user.

Extended Date format Support: In Resource Planner 2.5, only 3 types of date format were supported. The new Sage CRM Resource Planner version will support 8 types of date format provided by the Sage CRM.

Click here to download the new Sage CRM Resource Planner 2017 release from our Knowledge base

To know more about Sage CRM Resource Planner 2017 for the upgraded Sage CRM, write to us at

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique integration solutions for Sage CRM with Sage ERP’s (Sage X3Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating to Sage CRM from ACTGoldmine and other CRM’s.

For more information on our integration solutions, please contact us at We will be glad to assist you.