Technical and Implementation Training

Sage CRM eLearning - Technical stream

System Implementation Fundamentals
Type Title Downloads Rating

Advanced Email Manager - Configuring the use of a Template

This topic is designed to help the new System Administrator. It is part of a series of lessons that make...
Posted to: System Implementation Fundamentals
by 626

Advanced Email Manager - Creating a Template

This topic is designed to help the new System Administrator. It is part of a series of lessons that make...
Posted to: System Implementation Fundamentals
by 538

Advanced Email Manager - Introduction

This topic is designed to help the new System Administrator. It is part of a series of lessons that make...
Posted to: System Implementation Fundamentals
by 481

An Overview of Metadata

This topic is designed to help the new System Administrator. It is part of a series of lessons that make...
Posted to: System Implementation Fundamentals
by 614

Configuring the E mail Management Server Options with OAuth 2

Sage CRM 2021 R1 has introduced the ability to configure the Advanced E-mail Manager to use OAuth 2 to...
Posted to: System Implementation Fundamentals
by 501

Installation Requirements and Planning for Implementation

This topic is designed to help the new System Administrator. It is part of a series of lessons that make...
Posted to: System Implementation Fundamentals
by 558

Introduction to Deployment Options On Premises vs Private Cloud vs

•Typical On Premise Deployment – that extended to the last topic of hybrid deployment •Private...
Posted to: System Implementation Fundamentals
by 375

Overview of System Architecture

This topic is designed to help the new System Administrator. It is part of a series of lessons that make...
Posted to: System Implementation Fundamentals
by 568

Overview of System Security

This topic is designed to help the new System Administrator. It is part of a series of lessons that make...
Posted to: System Implementation Fundamentals
by 551

The right way to set up Email Manager

The Advanced Email Manager can revolutionise inbound communication for a customer. Customer Requests...
Posted to: System Implementation Fundamentals
by 443

Updating a License

This topic is designed to help the new System Administrator. It is part of a series of lessons that make...
Posted to: System Implementation Fundamentals
by 507

Upgrading a System

This topic is designed to help the new System Administrator. It is part of a series of lessons that make...
Posted to: System Implementation Fundamentals
by 460
User Feature Fundamentals
Type Title Downloads Rating

Adding and Changing Contact Data

This topic is designed to help the new User Feature Fundamentals. It is part of a series of lessons that...
Posted to: User Feature Fundamentals
by 621

Adding Solutions

This topic is designed to help the new User Feature Fundamentals. It is part of a series of lessons that...
Posted to: User Feature Fundamentals
by 573

Address Maintenance

This topic is designed to help the new User Feature Fundamentals. It is part of a series of lessons that...
Posted to: User Feature Fundamentals
by 650

Advanced Find

This topic is designed to help the new User Feature Fundamentals. It is part of a series of lessons that...
Posted to: User Feature Fundamentals
by 590

Creating a sales forecast

This topic is designed to help the new User Feature Fundamentals. It is part of a series of lessons that...
Posted to: User Feature Fundamentals
by 487

Creating and Reviewing a sales forecast

This topic is designed to help the new User Feature Fundamentals. It is part of a series of lessons that...
Posted to: User Feature Fundamentals
by 510

Getting Started and Moving Around

This topic is designed to help the new User Feature Fundamentals. It is part of a series of lessons that...
Posted to: User Feature Fundamentals
by 662

Lead Processing

This topic is designed to help the new User Feature Fundamentals. It is part of a series of lessons that...
Posted to: User Feature Fundamentals
by 452

Logging Customer Service Requests

This topic is designed to help the new User Feature Fundamentals. It is part of a series of lessons that...
Posted to: User Feature Fundamentals
by 482

Managing Documents

This topic is designed to help the new User Feature Fundamentals. It is part of a series of lessons that...
Posted to: User Feature Fundamentals
by 602

Progressing an opportunity with workflow

This topic is designed to help the new User Feature Fundamentals. It is part of a series of lessons that...
Posted to: User Feature Fundamentals
by 408

Searching for Data

This topic is designed to help the new User Feature Fundamentals. It is part of a series of lessons that...
Posted to: User Feature Fundamentals
by 517

Sending E mails with the Internal Client

This topic is designed to help the new User Feature Fundamentals. It is part of a series of lessons that...
Posted to: User Feature Fundamentals
by 563

Setting Preferences

This topic is designed to help the new User Feature Fundamentals. It is part of a series of lessons that...
Posted to: User Feature Fundamentals
by 534

The main entities and functional basics

This series is designed to show the breadth and usage of usage of features available within Sage CRM...
Posted to: User Feature Fundamentals
by 532

Using Keyword Searches

This topic is designed to help the new User Feature Fundamentals. It is part of a series of lessons that...
Posted to: User Feature Fundamentals
by 414

Working with Appointments and Tasks

This topic is designed to help the new User Feature Fundamentals. It is part of a series of lessons that...
Posted to: User Feature Fundamentals
by 502

Working with Groups

This topic is designed to help the new User Feature Fundamentals. It is part of a series of lessons that...
Posted to: User Feature Fundamentals
by 597
User Features Advanced
Type Title Downloads Rating

Add a Calendar Gadget

This topic is designed to help the new User Features Advanced. It is part of a series of lessons that...
Posted to: User Features Advanced
by 540

Add a Chart Gadget

This topic is designed to help the new User Features Advanced. It is part of a series of lessons that...
Posted to: User Features Advanced
by 473

Add a Menu Item Gadget

This topic is designed to help the new User Features Advanced. It is part of a series of lessons that...
Posted to: User Features Advanced
by 466

Add a Summary Gadget

This topic is designed to help the new User Features Advanced. It is part of a series of lessons that...
Posted to: User Features Advanced
by 540

Add a Task List Gadget

This topic is designed to help the new User Features Advanced. It is part of a series of lessons that...
Posted to: User Features Advanced
by 503

Add a Website Gadget

This topic is designed to help the new User Features Advanced. It is part of a series of lessons that...
Posted to: User Features Advanced
by 466

Configure Exchange Integration

This topic is designed to help the new User Features Advanced. It is part of a series of lessons that...
Posted to: User Features Advanced
by 513

Creating a List Gadget

This topic is designed to help the new User Features Advanced. It is part of a series of lessons that...
Posted to: User Features Advanced
by 520

Designing an Interactive Dashboard to display something useful

Sage CRM has a wide range of different gadget types that can be included in the Interactive Dashboard...
Posted to: User Features Advanced
by 453

Filing Emails and Synching Contacts using the Outlook Plugin for Exchange Integration

This topic is designed to help the new User Features Advanced. It is part of a series of lessons that...
Posted to: User Features Advanced
by 423

Installing the Outlook Plugin for Exchange Integration

This topic is designed to help the new User Features Advanced. It is part of a series of lessons that...
Posted to: User Features Advanced
by 673

Introduction to Gadgets and Dashboards

This topic is designed to help the new User Features Advanced. It is part of a series of lessons that...
Posted to: User Features Advanced
by 601

Linking a Record Summary Gadget to a List Gadget

This topic is designed to help the new User Features Advanced. It is part of a series of lessons that...
Posted to: User Features Advanced
by 465

Using the Outlook Plugin for Exchange Integrated Systems

This topic is designed to help the new User Features Advanced. It is part of a series of lessons that...
Posted to: User Features Advanced
by 472
Security Administration
Type Title Downloads Rating

Active Directory Provisioning

This topic is designed to help the new Security Administration. It is part of a series of lessons that...
Posted to: Security Administration
by 655

Create a Security Profile

This topic is designed to help the new Security Administration. It is part of a series of lessons that...
Posted to: Security Administration
by 492

Create an User

This topic is designed to help the new Security Administration. It is part of a series of lessons that...
Posted to: Security Administration
by 645

Create an User Template

This topic is designed to help the new Security Administration. It is part of a series of lessons that...
Posted to: Security Administration
by 565

Create and Edit Territory Structures

This topic is designed to help the new Security Administration. It is part of a series of lessons that...
Posted to: Security Administration
by 515

Create new Teams

This topic is designed to help the new Security Administration. It is part of a series of lessons that...
Posted to: Security Administration
by 711

Edit a User

This topic is designed to help the new Security Administration. It is part of a series of lessons that...
Posted to: Security Administration
by 539

Edit Security Policies

This topic is designed to help the new Security Administration. It is part of a series of lessons that...
Posted to: Security Administration
by 678

Field Level Security and Mandatory Fields

This topic is designed to help the new Security Administration. It is part of a series of lessons that...
Posted to: Security Administration
by 502

Reporting and Monitoring User Activity

This topic is designed to help the new Security Administration. It is part of a series of lessons that...
Posted to: Security Administration
by 510

Setting up and supporting Territory management

This short lesson is designed to help system administrators and support colleagues working with Sage...
Posted to: Security Administration
by 310

Use Company Teams

This topic is designed to help the new Security Administration. It is part of a series of lessons that...
Posted to: Security Administration
by 482

User Configuration: General User Settings

This topic is designed to help the new Security Administration. It is part of a series of lessons that...
Posted to: Security Administration
by 456

User Configuration: Password Policies

This topic is designed to help the new Security Administration. It is part of a series of lessons that...
Posted to: Security Administration
by 464
Application Administration
Type Title Downloads Rating

Configuring Logging Levels for Main Screens

This topic is designed to help the new Application Administration. It is part of a series of lessons...
Posted to: Application Administration
by 542

Control Forward and Reply Translations

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 486

Controlling System Behaviour

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 453

Create a Quote/Order Template

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 464

Create a Simple Document Template

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 675

Create E-mail Templates

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 603

Documents and Reports Configuration

This topic is designed to help the new Application Administration. It is part of a series of lessons...
Posted to: Application Administration
by 658

E-mail Configuration

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 590

Email Configuration using OAuth2

Sage CRM 2021 R1 has introduced the ability to configure the internal Sage CRM email client to use OAuth2...
Posted to: Application Administration
by 483

General System Settings

This topic is designed to help the new Application Administration. It is part of a series of lessons...
Posted to: Application Administration
by 504

How Mail Merge works

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 530

How to diagnose issues using System Health

This short lesson is designed to help system administrators and support colleagues working with Sage...
Posted to: Application Administration
by 385

Set up e-mail Aliases

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 685

SMS Configuration

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Application Administration
by 525

Using "Click to dial" links

Starting from version 2021 R1, all telephone numbers in Sage CRM are formatted as telephone links. The...
Posted to: Application Administration
by 465
System Customization
Type Title Downloads Rating

Adding and Removing a Field

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 596

Button Groups

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 522

Changing Captions: Field Captions

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 525

Changing Captions: Inline Translation

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 531

Changing Captions: Searching and Editing for Custom Captions

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 688

Different Field Types

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 497

Field Level Scripting: Create Script in a List

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 471

Field Level Scripting: Create Script in a Screen

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 432

Field Level Scripting: onChange Script

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 444

Field Level Scripting: Validate Script

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 524

Field Mapping: Cases and Solutions

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 445

Field Mapping: Leads and Company Data

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 541

Field Mapping: Leads and Opportunities

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 570

Inline Customization of Lists

This video will explain how we can customize a list and control the display of columns within that list...
Posted to: System Customization
by 380

List Customization

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 483

Screen Customization: Controlling Field Display

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 484

Screen Customization: Custom Content

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 435

Tab Customization: Adding Actions to the Group Screen

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 462

Tab Customization: SQL Clause

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 444

Tab Customization: System Actions

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: System Customization
by 456
Data Administration
Type Title Downloads Rating

An introduction to the management of personal data

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Data Administration
by 501

Configure Fuzzy Searching on Company Names within Pre entry Search

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Data Administration
by 523

Configure Pre entry Duplicate Searches for Companies and Persons

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Data Administration
by 509

Configuring Currency Data

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Data Administration
by 578

Data Anonymisation

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Data Administration
by 465

Data Management: Building a Price List

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Data Administration
by 523

Data Management: How Product Configuration affects quotes and orders

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Data Administration
by 493

Data Management: Product Configuration

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Data Administration
by 450

Data Upload: Uploading Company, Person and Lead Data

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Data Administration
by 504

Data Uploading: Preparing Data

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Data Administration
by 467

Deletion of Communications

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Data Administration
by 520

Deletion of Documents

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Data Administration
by 493

Flagging Data Shared Externally

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Data Administration
by 550

Managing Consent

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Data Administration
by 483

Mass Update and Update Territories

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Data Administration
by 577

Related Entities: Defining the Relationships

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Data Administration
by 720

Related Entities: Using the Relationships

This topic is designed to help the new User. It is part of a series of lessons that build towards gaining...
Posted to: Data Administration
by 458

Sales Forecast Configuration

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Data Administration
by 470
Reporting and Marketing Administration
Type Title Downloads Rating

Campaign Activities: External Mail Merge and Telesales

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...
Posted to: Reporting and Marketing Administration
by 499

Campaign Activities: Internal Mail Merge and Telesales

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...
Posted to: Reporting and Marketing Administration
by 447

Controlling Access to Report Categories

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...
Posted to: Reporting and Marketing Administration
by 623

Creating and Editing Views

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...
Posted to: Reporting and Marketing Administration
by 431

Designing a Cross Tab Report

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...
Posted to: Reporting and Marketing Administration
by 583

Designing a Historical Report

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...
Posted to: Reporting and Marketing Administration
by 563

Designing a List Report

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...
Posted to: Reporting and Marketing Administration
by 496

Editing Report Styles

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...
Posted to: Reporting and Marketing Administration
by 428

Editing Summary Reports

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...
Posted to: Reporting and Marketing Administration
by 672

How to create a view and use that in an Interactive Dashboard

This session will explain how to create new views that can be then used as the underlying data source...
Posted to: Reporting and Marketing Administration
by 439

Including a Chart in Report

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...
Posted to: Reporting and Marketing Administration
by 496

Integrating MailChimp and Sage CRM

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...
Posted to: Reporting and Marketing Administration
by 502

Key Attribute Data: Adding a General Category to a Tab menu

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...
Posted to: Reporting and Marketing Administration
by 483

Key Attribute Data: Create a Multiple Instance Category

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...
Posted to: Reporting and Marketing Administration
by 471

Key Attribute Data: Create a Parent Category

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...
Posted to: Reporting and Marketing Administration
by 573

Key Attribute Data: Create a Single Instance Category

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...
Posted to: Reporting and Marketing Administration
by 518

Key Attribute Data: Using Data in a Report or a Group

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...
Posted to: Reporting and Marketing Administration
by 456

Setting up and Supporting Campaign Management

This session will explain how the different default campaign actions fit into a custom designed marketing...
Posted to: Reporting and Marketing Administration
by 573

Working with MailChimp and Sage CRM

This topic is designed to help the new Reporting and Marketing Administration. It is part of a series...
Posted to: Reporting and Marketing Administration
by 468
Workflow Implementation
Type Title Downloads Rating

Configuring Timings for SLA

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Workflow Implementation
by 473

Create a Simple Notification

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Workflow Implementation
by 589

Create a Simple Workflow: Global and Conditional Rules

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Workflow Implementation
by 593

Create a Simple Workflow: Primary and Transition Rules

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Workflow Implementation
by 553

Maximizing efficiency through the use of Quick Notifications and Escalation Rule

Quick Notifications and Escalation Rules are two uncomplicated, yet powerful features covered in this...
Posted to: Workflow Implementation
by 418

Workflow Configuration

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Workflow Implementation
by 540
Extending CRM Fundamentals
Type Title Downloads Rating

Administering Self Service Visitors

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Extending CRM Fundamentals
by 62

Advanced Customization Wizard Updates in Sage CRM 2021 R1

It is easy to create custom entities in your Sage CRM system. To do that, you need to download, install...
Posted to: Extending CRM Fundamentals
by 32

Configuring Sage CRM for access using SData RESTful web services

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Extending CRM Fundamentals
by 42

Configuring Sage CRM for access using SOAP Web Services

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Extending CRM Fundamentals
by 35

Configuring Self Service Options

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Extending CRM Fundamentals
by 70

Extending the iPhone, Android and Tablet Mobile Interfaces

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Extending CRM Fundamentals
by 46

How to Extend Sage CRM

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Extending CRM Fundamentals
by 46

Ten Easy Ways to Use the Client Side API

This session will share some simple to use snippets of code and techniques that can be immediately used...
Posted to: Extending CRM Fundamentals
by 31

The Advanced Customization Wizard

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Extending CRM Fundamentals
by 75

The Component Manager: Creating a Component

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Extending CRM Fundamentals
by 42

The Component Manager: Importing a Component

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Extending CRM Fundamentals
by 49

Using RunBlock

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Extending CRM Fundamentals
by 42

Using the .NET API

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Extending CRM Fundamentals
by 41

Using the COM API and ASP pages

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Extending CRM Fundamentals
by 44

Using the SDATA Provider

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Extending CRM Fundamentals
by 45

Using the SOAP Web Services

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Extending CRM Fundamentals
by 42

Using Web to Lead

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Extending CRM Fundamentals
by 35