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 352

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 242

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 254

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 464

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 517

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 448

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 468

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 419

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 362

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 388

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 443

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 528
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 522

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 489

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 568

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 501

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 414

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 406

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 490

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 306

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 388

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 472

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 319

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 400

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 474

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 454

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 342

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 329

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 407

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 488
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 419

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 384

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 361

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 441

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 407

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 372

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 403

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 415

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 294

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 322

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 584

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 460

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 373

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 377
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 522

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 405

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 555

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 480

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 385

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 574

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 439

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 600

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 399

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 426

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 235

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 357

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 376

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 375
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 437

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 387

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 374

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 372

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 512

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 460

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 508

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 443

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 326

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 417

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 388

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 255

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 597

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 373

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 291
System Customization
Type Title Downloads Rating

Translations and Languages

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

Translations and person and address 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 343

Translations and Phone and Email 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 374
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 408

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 424

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 413

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 471

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 370

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 430

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 401

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 362

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 403

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 382

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 417

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 394

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 463

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 382

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 426

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 623

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 369

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 379
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 399

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 364

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 518

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 352

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 501

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 434

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 410

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 343

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 549

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 291

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 414

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 404

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 390

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 382

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 457

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 422

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 367

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 477

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 389
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 373

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 466

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 446

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 420

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 271

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 410
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