Upgrading from Windows XP and Sage CRM Compatibility

After more than a decade, Microsoft has stopped supporting Windows XP. This means that Sage has also ended support for Sage CRM users on XP. Here is some helpful information for those transitioning to a new operating system.

Microsoft system requirements

First thing’s first, ensure that your system meets the requirements for the Microsoft operating system you plan to upgrade to. On Microsoft’s support page, you can find out how to upgrade your system to Windows 8 or Windows 7.

Sage CRM Support Matrix

Check the Support Matrix to ensure your upgraded system will be compatible with Sage CRM. If you’re a Sage CRM 7.2 or CRM Cloud user, you won’t be affected by this change as your system should already be running on Windows 7 or later to be supported. Keep in mind that Windows 8.1 and Internet Explorer 11 are currently not supported for on-premises CRM.

Also consider the following points:

  • Microsoft Exchange Server 2007 SP3 and higher or Exchange Server 2010 SP1 and higher is required for direct Sage CRM and MS Exchange Integration.
  • Microsoft Exchange Server 2013 and 2010 SP3, and Microsoft Office Professional 2013 are supported from 7.2B onwards.
  • Office 2010 and 2013 64-bit is supported for MS Exchange Integration only. Classic Outlook integration is not supported.
  • Office 2010 32-bit is supported on Windows 8 from 7.1G onwards.
  • Microsoft Office 365 is supported for Sage CRM Outlook Plug-in for Exchange Integration only – not Classic Outlook Integration.
  • Sage CRM Outlook Plug-ins are supported in English, French, Dutch, Spanish, German, Chinese Simplified, Japanese, and Korean.

Back up and test

Although quick deployment is ideal, as after April 8 Microsoft will no longer release security patches for XP, make sure you back up and test your system before upgrading. Once your IT team has worked out any kinks, deployment should be straightforward and all computers in your network can be updated at once.

Not quite ready?

If you are tying up last minute loose ends before making the move, there are a few things you can do to better protect yourself. Make sure your firewall is functioning properly so it can keep out malicious network traffic and be sure to use up-to-date anti-virus software. A current web browser that is compatible with CRM can help as well. These suggestions may increase security in the interim, but they cannot guarantee the safety of your system.

Find out more

View the Sage CRM Support Matrix document.

Upgrade from Microsoft XP to Windows 8 here

Upgrade from Microsoft XP to Windows 7 here