• Customer sync back from Sage 300 to Sage CRM creates duplicate customer record on Sage CRM

    The Sage CRM and Sage 300 are been syncing each other whenever a record is been created. The issue occurs when a customer record is created (Or imported from third party system) on Sage CRM. System syncs the newly created record to Sage 300 and when the…
  • What is the syntax for the setting Document Sync Server?

    We would like to store documents in a different location other than the system. What is the syntax for the setting Document Sync Server
  • Office 365 sync error

    Hi all Since few days, my sync with office 365 return an error for some users. Syncing only meeting from CRM -> Exchange (before it was bidirectionnal) I've opened a case at Sage but they don't know this problem yet, does someone have already faced…
  • Sage CRM and ERP 300 Integrated - Synced fields

    Hello, Is there any resource that will tell me what fields sync to ERP from CRM once a company is promoted? Thanks, Paul
  • Sync Engine error

    I am baffled as to why I am getting a sync engine error while trying to sync mailboxes. During the Exchange server configuration everything is green. But when I try to sync the mailboxes, I receive a sync engine error. Not real sure why that may be…
  • 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?
  • Outlook Holidays show up in CRM as TODOs

    We are using the Sync to Outlook tool for our Sage CRM. Outlook has a feature, to insert all Holidays automatically. But if we do so, they all show up in the SageCRM under the category "Zu Bearbeiten". Is there a way to make SageCRM ignore these Holidays…
  • Classic Outlook Integration Default Team Sync

    I'm a system admin who is fairly new to Sage. Our company uses the Outlook integration plugin versus the exchange integration for security/server reasons. When users sync appointments or tasks from Outlook to Sage, it automatically defaults the "team…
  • WorkFlow not working

    Hi i am built workflow and the write the following code in summary .net page base .UseWorkflow = true ; base .AddWorkflowButtons( "Lease" ); but the workflow buttons not appear and when try to see the workflowid in the custome entity table there…
  • Escalation .Net

    hi please how i can solve Escalation for .Net when select it please check the attached picture
  • alignment from left to right?????

    Dears, How can i make sage crm alignment from left to right permanent coz when i convert it to left to right alignment when i logged it auto convert from right to left IE 9 :/
  • Document .Net API

    Hi i am create custome entity .net api and then i create tab "Document" and System Act: librarylist but it back for me all document when add new document and its go out entity how can i add document tab ??? thanks
  • Sage 200 CRM Integrated set up Server Error in '/Sage200WebServices' Application

    Hi All, I'm setting up a Sage 200 CRM (7.1g) install with Sage 200 2011 SP5. I reconfigured Sage 200 2011 to user Form Launcher and reran the SP installation and the Sage200CRMDotNetSP5.exe file I then installed Sage200CRM from my developer…
  • Exchange integration

    Hi all, We have CRM 7.1 and Exchange 2007, both syncronized. I have an issue, when I open MsOutlook and appears some pop-ups about my reminders, I discard them. Then, some days later I open my CRM and the same reminders appears again. :-/ Why the discard…