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  • Can CRM synchronize Calendar without Microsoft Exchange?

    Hi all, My client have Microsoft Account for their emails and Calendar. But do not have Microsoft Exchange. can the calendar synchronization works without Microsoft Exchange? 1) Can the sync work with standard IMAP/SMTP servers? 2) Can the sync…

  • Record does not exist in CU_OrderQuoteTracking_bus

    Hello All, I notice a client is getting this error all the time in their Sage 100 CRM Activity log. "Record 0001 does not exist in CU_OrderQuoteTracking_bus", anyone ever see this before? They seem to be having an issue with the orders/quotes in Sage…

  • Changing the Customer Number in Sage CRM error with Sage Integration

    When trying to process an AR Customer number change, it changes in Sage but not in Sage CRM. The error received is: " E/W Sage CRM CustomerFile: ..., viewUpdate Failed. " I've found the following post, " https://community.sagecrm.com/user_community/f…

  • Placing a New Order Through Sage CRM 2018R3 to Sage300c 2019

    Good day to everyone. I'm hoping someone might be able to help. Let me 1st say I'm very new to Sage. This is my 1st time in having to work with it. We just performed an upgrade to Sage CRM to 2018 R3. Also, I've upgraded our Sage300c to 2019 and have…

  • Mailchimp campaign results not synchronizing

    On a 2017R2 server the sync process for retrieving the Mailchimp campaign results is somehow not being excuted. It is possible to send the Mailgroup to Mailchimp and create and send the Mailchimp campaign but the Last sychronization is never updated…

  • Exchange Integration Synchronization Failed

    Hi, I successfully set up Exchange Integration on Sage CRM 2017 R1, and then enabled the synchronization. However, the Current Sync State field stays at "Waiting to Sync" and no synchronization event is even triggered. Exchange Sync Engine log shows…

  • Phone and Email Not Synchronizing between CRM and ERP

    Has anyone else had an issue with Phone and Emails not synchronizing properly between CRM and their ERP (specifically Sage100). I had a customer complain the data was not staying up to date, tried it on their system and they appear to be correct. I tried…

  • Act-On Software - Marketing Automation - Connector

    Does anyone have experience connecting SageCRM with Act-On Software. Is there a prebuilt sync for the two platforms to talk? What are my options?

  • Synchronize Sage data queries with SharePoint & Office 365 codeless, bi-directional

    The Layer2 Cloud Connector can be used to integrate and sync Sage data queries (on-prem or cloud-based) with almost any external data sources, including Microsoft SharePoint and Office 365. You have the full SharePoint list Feature set available,…

  • Checked, Unchecked and Either Filters for Exchange Connection Management > User Mailbox Management

    Hi, For Exchange Integration, under Administration > E-mail and Documents > Exchange Server Integration > Connection Management > User Mailbox Management tab, the search filters include Checked, Not Checked and Either. Do they indicate if the mailbox…

  • Update a lot of Customers in Sage ERP through Import when integrated to CRM

    Hi, Whats the correct procedure to update all customers at ERP in an environment integerated to Sage CRM? We need to update all Customers Tax groups at ERP by new requirement here in law. We will do that through Import from Excel. Not sure if we…

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