Are you trying to use the Collections Manager add-on for CRM?

Dawn

No, we are just trying to figure out how to use Sage CRM.  I saw a demo where they had a customer selected in Sage CRM and it had an invoices tab.  I then started researching how to do that.  I've found several articles about creating a linked server, "How to Add Invoices and Other Data From Sage 100 ERP to Sage CRM, 'Building Cross Database view for Reporting" and "Connecting to an External ODBC Database e.g. Sage ERP Mas 90.  I'm assuming that you can add views of Mas90 data in Sage CRM using views and the linked server.  I'm having trouble getting the linked server (to mas90 data that works) setup in Sage CRM so I can't test the rest of the theory. 

In case anyone goes down this path I have figured out that once you create a linked server in SQL Server or SQL Express to Mas90 data, you have access to that data in SAGE CRM.  I was able to create a View in Sage CRM that uses a SQL statement to access Mas90 data via the linked server.  Nothing to setup other than to reference the linked server in the SQL statement. Like:

CREATE VIEW vVendor
AS
select * from MAS90_LINK...AP_Vendor

Hi hal9000 

I have a similar requirement where I have to create a Linked Server in SQL Server to populate the data into CRM from Sage 100, But I am not very certain about the configuration of the Linked Server, any inputs you could share will be very helpful. 

Thanks in advance.

AJ

• Sorry aj but it is too long ago and i only did it once.

Hal