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 279

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 172

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 192

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 407

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 455

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 387

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 405

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 362

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 305

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 331

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 384

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 457
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 462

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 440

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 495

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 447

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 369

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 347

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 414

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 222

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 333

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 417

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 267

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 332

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 414

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 394

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 275

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 282

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 357

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 430
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 370

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 327

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 304

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 394

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 351

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 316

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 350

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 361

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 197

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 279

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 437

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 399

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 316

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 325
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 461

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 352

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 499

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 424

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 320

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 507

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 383

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 544

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 337

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 367

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 189

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 303

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 316

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 323
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 367

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 327

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 325

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 318

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 409

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 390

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 458

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 361

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 267

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 354

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 332

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 202

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 542

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 290

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 244
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 410

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 309

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 359

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 369

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 538

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 352

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 332

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 291

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 280

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 376

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 285

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 359

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 395

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 155

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 342

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 317

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 276

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 323

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 301

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 329
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 351

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 363

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 356

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 415

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 316

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 381

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 349

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 303

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 353

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 335

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 355

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 346

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 406

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 327

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 351

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 561

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 317

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 335
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 345

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 318

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 448

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 306

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 455

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 380

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 347

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 295

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 502

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 211

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 368

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 348

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 339

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 318

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 388

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 361

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 309

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 395

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 339
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 314

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 415

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 354

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 344

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 216

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 347
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 34

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 2

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 10

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 12

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 39

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 30

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 13

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 1

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 42

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 12

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 20

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 11

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 11

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 12

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 14

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 13

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 11