• Integration with Outlook and Mailchimp

    Hi everyone, I have two queries. 1. Other than using Accelerator or Outlook Lite- are they any other options out there that can integrate Outlook with Sage CRM?In the alternative, are there other email clients that can integrate smoothly with Sage CRM…
  • Chrome updates impacting Sage 300 sign in

    Problem Details: Sage CRM 2020 R2 is integrated with Sage 300 ERP 2021 (with PU2). Sage 300 2021 PU2 CRM Integration has been installed and synchronizes tables successfully. The issue is that the Sage 300 web screen login appears whenever you create…
  • Sage 300 and Sage CRM Integration

    We often get queries on what versions of Sage CRM and Sage 300 integrate, would one have to upgrade both products should one be upgraded, etc The Compatibility Chart lists not only what versions integrate but also supplies the associated knowledge base…
  • Credential Errors

    Hi What i'm trying to do is get the OE_OrderUI.asp page to popout from a customer record within CRM by creating a button for it in advanced customisation. Here are the results i get on the server https://youtu.be/7yte_noAZe0 Here are the results…
  • Sage CRM 2018 R3 and Sage 300 2019 Integration

    Recently updated a test environment with Sage 300 2018.2 and Sage CRM 2018 R2 to Sage 300 2019.0 and Sage CRM 2018 R3 along with the new integration component. Environment: Windows Server 2016 Standard | SQL Server Standard 2016 SP2 ( 13.0.5201.2) …
  • "An error has occurred in a CRM .net customisation", how to fix?

    I am having that error " An error has occurred in a CRM .net customisation. Please contact your vendor to resolve." when i try to synchronize my Sage CRM with Sage 300 ERP. I have tried all i know but i can't fix it. Anyone can help?
  • CRM Company field with default value not setting when created from Sage 100 Customer Maintenance

    We have added a selection field to the Company table. The choices are Yes or No. The default value is No. When we add a new company in CRM, the default works fine. When we add a new Customer in Sage 100 Customer Maintenance, & then check the "Relate…
  • Custom button is missing once the CRM Integration with Sage 300 ERP 2014 is installed on CRM server

    I created a new button through Administration > Advanced Customization > Button Group for Company Summary screen with the System Act of "newemail". It was working until I installed the Sage CRM Integration for Sage 300 ERP 2014. Once it was installed…