Technical and Implementation Training

Sage CRM eLearning - Technical stream

System Implementation Fundamentals
Type Title Downloads Rating

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 574

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 418

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 530

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 616

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 654

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 587

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 601

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 550

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 511

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 518

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 576

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 670
User Feature Fundamentals
Type Title Downloads Rating

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 610

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 547

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 785

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 570

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 655

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 685

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 559

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 442

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 626

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 637

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 542

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 604

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 671

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 566

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 608

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 444

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 519

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 547
User Features Advanced
Type Title Downloads Rating

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 540

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 698

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 577

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 506

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 543

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 578

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 540

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 569

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 498

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 516

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 602

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 505

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 713

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 454
Security Administration
Type Title Downloads Rating

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 348

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 758

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 602

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 680

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 574

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 540

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 587

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 537

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 720

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 540

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 487

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 512

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 707

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 542
Application Administration
Type Title Downloads Rating

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 525

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 579

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 441

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 628

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 640

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 560

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 525

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 721

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 563

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 728

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 498

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 487

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 547

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 588

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 713
System Customization
Type Title Downloads Rating

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 587

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 522

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 490
Data Administration
Type Title Downloads Rating

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 551

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 569

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 507

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 543

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 531

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 491

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 558

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 611

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 529

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 655

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 752

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 506

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 538

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 528

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 496

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 558

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 529

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 599
Reporting and Marketing Administration
Type Title Downloads Rating

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 600

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 555

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 462

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 659

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 539

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 610

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 625

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 529

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 459

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 717

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 493

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 607

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 560

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 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 521

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 529

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 484

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 501

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 538
Workflow Implementation
Type Title Downloads Rating

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 460

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 634

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 603

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 638

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 704

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 509
Extending CRM Fundamentals
Type Title Downloads Rating

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

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

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

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 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 .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 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

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

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

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

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

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

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

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

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

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