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Support Training

Sage CRM eLearning - Support stream

Installation of Sage CRM

Type	Title	Date	Downloads	Rating
	Introduction to Deployment Options On Premises vs Private Cloud Jeff Richards •Typical On Premise Deployment – that extended to the last topic of hybrid deployment •Private... Posted to: Installation of Sage CRM	24 Feb 2021 by Jeff Richards	396
	How to Log a Support Case so it gets investigated and resolved quickly Jeff Richards This session will the lifecycle of a support case. It will explain how a problem experienced by a customer... Posted to: Installation of Sage CRM	24 Feb 2021 by Jeff Richards	343
	Understanding System Performance Jeff Richards This short lesson is designed to help system administrators and support colleagues working with Sage... Posted to: Installation of Sage CRM	24 Feb 2021 by Jeff Richards	395
	Sage CRM installation and settings Jeff Richards This is part of a series of short training courses that have been prepared for Sage Support colleagues... Posted to: Installation of Sage CRM	26 Aug 2020 by Jeff Richards	573
	Installation Requirements and Planning for Implementation Jeff Richards This short video tutorial is designed to help the new System Administrator. It is part of a series of... Posted to: Installation of Sage CRM	26 Aug 2020 by Jeff Richards	525
	Introduction to Deployment Options On Premises vs Private Cloud vs Hybrid Jeff Richards This presentation covers Typical On-Premise Deployment – that extended to the last topic of... Posted to: Installation of Sage CRM	26 Aug 2020 by Jeff Richards	481
	How to configure SAGE CRM to run with SSL Jeff Richards This is part of a series of short training courses that have been prepared for Sage Support colleagues... Posted to: Installation of Sage CRM	26 Aug 2020 by Jeff Richards	615
	Installing Classic Outlook Plugin Jeff Richards Classic Outlook Integration lets you share contacts, appointments, and tasks between Outlook and Sage... Posted to: Installation of Sage CRM	26 Aug 2020 by Jeff Richards	452
	Solving issues with CRM licences Jeff Richards This short lesson is designed to help system administrators and support colleagues working with Sage... Posted to: Installation of Sage CRM	26 Aug 2020 by Jeff Richards	583

Upgrading Sage CRM

Type	Title	Date	Downloads	Rating
	How to Log a Support Case so it gets investigated and resolved quickly Jeff Richards This session will the lifecycle of a support case. It will explain how a problem experienced by a customer... Posted to: Upgrading Sage CRM	26 Aug 2020 by Jeff Richards	476
	Upgrading a System Jeff Richards This short video is designed to help the new System Administrator. It is part of a series of lessons... Posted to: Upgrading Sage CRM	26 Aug 2020 by Jeff Richards	459
	Supporting and Troubleshooting Customizations Jeff Richards This session will look at how a new consultant can plan their work to minimise support issues from the... Posted to: Upgrading Sage CRM	26 Aug 2020 by Jeff Richards	400

Multi Server

Type	Title	Date	Downloads	Rating
	Understanding System Performance Jeff Richards This short lesson is designed to help system administrators and support colleagues working with Sage... Posted to: Multi Server	26 Aug 2020 by Jeff Richards	555
	Avoiding problems in growing systems Jeff Richards This session is designed for customers and partners working with a Sage CRM instance who need to understand... Posted to: Multi Server	26 Aug 2020 by Jeff Richards	526

Apache Tomcat

Type	Title	Date	Downloads	Rating
	Five essential tips for troubleshooting TomCat Jeff Richards Sage CRM has a hybrid architecture. This session will look at troubleshooting features within Sage CRM... Posted to: Apache Tomcat	26 Aug 2020 by Jeff Richards	626
	How to diagnose issues using System Health Jeff Richards This short lesson is designed to help system administrators and support colleagues working with Sage... Posted to: Apache Tomcat	26 Aug 2020 by Jeff Richards	484

Interactive Dashboard

Type	Title	Date	Downloads	Rating
	Introduction to Gadgets and Dashboards Jeff Richards This short video tutorial is designed to help the new User. It is part of a series of lessons that build... Posted to: Interactive Dashboard	26 Aug 2020 by Jeff Richards	511
	Designing an Interactive Dashboard to display something useful Jeff Richards Sage CRM has a wide range of different gadget types that can be included in the Interactive Dashboard... Posted to: Interactive Dashboard	26 Aug 2020 by Jeff Richards	569
	How to create a view and use that in an Interactive Dashboard Jeff Richards This is part of a series of short training courses that have been prepared for Sage Support colleagues... Posted to: Interactive Dashboard	26 Aug 2020 by Jeff Richards	793

Mail Merge

Type	Title	Date	Downloads	Rating
	How Mail Merge Works Jeff Richards This short video tutorial is designed to help the new System Administrator. It is part of a series of... Posted to: Mail Merge	26 Aug 2020 by Jeff Richards	521
	Creating and sharing a Mail Merge template Jeff Richards This short video tutorial is designed to help the new System Administrator. It is part of a series of... Posted to: Mail Merge	26 Aug 2020 by Jeff Richards	578

Mailchimp

Type	Title	Date	Downloads	Rating
	Integrating MailChimp and Sage CRM Jeff Richards MailChimp is an email marketing solution that is integrated with Sage CRM to let you create online campaigns... Posted to: Mailchimp	26 Aug 2020 by Jeff Richards	405
	Working with MailChimp and Sage CRM Jeff Richards MailChimp campaigns let you send automated marketing emails from Sage CRM and then view statistics about... Posted to: Mailchimp	26 Aug 2020 by Jeff Richards	594

SData Integration

Type	Title	Date	Downloads	Rating
	Configuring Sage CRM for access using SData RESTful web services Jeff Richards This short video is designed to help the new System Administrator. It is part of a series of lessons... Posted to: SData Integration	26 Aug 2020 by Jeff Richards	415
	Using the SDATA Provider Jeff Richards This short video is designed to help the new System Administrator. It is part of a series of lessons... Posted to: SData Integration	26 Aug 2020 by Jeff Richards	451

Exchange Integration

Type	Title	Date	Downloads	Rating
	Supporting Exchange Integration - Exploring the technology Jeff Richards This video is designed to help the new System Administrator. It is part of a series of lessons that build... Posted to: Exchange Integration	26 Aug 2020 by Jeff Richards	525

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