• Sage CRM 2017/ Sage 300 ERP 2017 Integration Question: Item Inventory/ New Quote/ New Order Buttons not appearing on Company Summary Screen

    Sagacious ones, Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like…
  • Clone Opportunity - CRM 2017 - 500 Error

    Hi Has anyone found a way of cloning 'opportunites' or 'leads' in CRM 2017? We have tried following the various articles on here about the COM ASP API, by Jeff Richards, but these are nearly 5 years old and refer to CRM 7.x. Here are the articles…