Category Archives: Synchronization

Autosyncing Accpac fields in Sage CRM

Recently we received a requirement from one of our clients, where he wants to update the values of Sage 300 ERP in CRM without clicking on any buttons or performing any task, i.e. as soon as the user navigates to a company summary page, the user should be able to see the updated values of Sage 300 fields in CRM. Well, this can be achieved by writing Javascript… Read More »

Integrate Sage CRM with Microsoft Office 365 Part-2

In our previous blog, we have explained how to enable exchange Integration in Sage CRM and set up Application Impersonation in Office 365. In this blog, we will explain configuration settings within Sage CRM. Related Post: Integrate Sage CRM with Microsoft Office 365 Part-1 Connect Exchange Server through Sage CRM: Log in to Sage CRM.… Read More »

Diagnose System Health in Sage CRM 2017 R2 – Part 1

Along with being a helpful & easy to manage and track Business growth and Customer relationships platform, Sage CRM’s features are also reliable on many other System configurations for smooth functioning. New Stuff: “Quick Find” Functionality in SAGE CRM 2018 R1 Earlier, if any of the Standard functionality failed; Admin user had to check every… Read More »

Promoting Quote to an Order issue

We all have been experiencing various glitches in Sage CRM and ERP integration setup where few of them are related to product or discrepancies in system configuration. Recently, we have observed an issue while Promoting Quote to an Order. The error message says “Negative Inventory levels are not allowed for item 1293030 at location Mumbai”.… Read More »

Information on Database Configurations in Sage CRM

Upon installing Sage CRM apart from selecting the installation path we are required to provide instance name and SQL server connection details to proceed further with installation. Whatever the instance name that we provide upon installation, the installation process will create a database in SQL with same name and required tables in the database. The… Read More »

Alter Additional information of Appointment/Task Details in Outlook from Sage CRM

In the below blog I will be explaining about a feature that’s been available since CRM version 6.2. This feature can help you sync fields from Company/Person/Address entities of the CRM Appointment/Task to the available Outlook Appointment/Task body. New Stuff: How to set the background Color of Fusion Chart Report Here, we are going to explain… Read More »

Outlook Integration – CRM Outlook Plugin Issue Part – 3

When it comes to set up integration of Client side add-ons with web applications, security rights and restrictions always comes into consideration. We have been writing blogs on various process as well as features explored of Sage CRM Outlook Integration. In today’s article, I will share my experience where I have been facing an issue… Read More »

Merging Person records from Different Companies

This blog is in continuation of my previous blog wherein I have explained the process of Merge Person functionality of Sage CRM. You can refer below link for the same. Related Post: Remove Duplicate records, move data of one Person to another in Sage CRM Though the Merging option has helped to manage data accuracy and… Read More »

Sage Pro ERP Integration with Sage CRM – Troubleshooting Tips

Our GUMU integration integrates various Sage ERP’s with Sage CRM, one of them is Sage Pro. Once user has configured the integration user may come across with few issues which may be due to following reason. 1. Missing some pre-requites during the installation 2. System related issues 3. Data related issues In this blog we… Read More »