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 318

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 200

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 220

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 439

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 491

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 421

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 441

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 393

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 334

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 364

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 421

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 499
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 498

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 466

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 542

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 480

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 395

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 381

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 453

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 266

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 362

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 449

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 299

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 372

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 442

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 431

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 310

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 308

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 385

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 457
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 397

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 359

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 333

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 421

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 388

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 352

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 381

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 387

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 246

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 305

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 562

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 431

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 348

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 355
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 492

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 384

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 528

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 457

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 346

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 539

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 411

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 575

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 371

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 398

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 210

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 333

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 356

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 352
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 406

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 364

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 354

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 347

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 461

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 424

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 482

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 409

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 297

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 391

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 361

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 231

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 576

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 334

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 267
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 445

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 342

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 388

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 401

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 568

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 385

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 357

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 319

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 310

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 404

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 319

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 399

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 423

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 188

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 364

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 356

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 322

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 351

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 333

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 354
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 383

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 400

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 392

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 446

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 347

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 410

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 383

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 339

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 385

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 363

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 387

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 376

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 438

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 359

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 390

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 594

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 349

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 362
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 371

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 347

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 482

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 332

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 483

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 407

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 386

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 323

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 530

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 257

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 395

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 381

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 367

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 347

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 420

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 393

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 336

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 434

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 368
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 350

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 437

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 400

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 387

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 251

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 380
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 44

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