We are in the process of researching CRM products and have installed the Sage CRM product using our free 1 user license that came with v4.50. We have it up and running and it sending data back and forth to Mas90 like customer info. We would like to view things like outstanding AR invoices. In reviewing information from Sage it looks like we need to setup a linked server. We did that and can extract data with SQL queries in the SQL Server Management Studio. I've been following instructions from the "Partner Community" website. When I try to set this linked server up in Sage CRM it cannot connect. I go into administration - advanced - Tables and databases. I'm thinking I'm not getting the setup entered correctly. Is this the proper process to get invoice data and outstanding invoices to view in Sage CRM? Or is there an easier way? Thanks in advance.