Support Training

Sage CRM eLearning - Support stream

Installation of Sage CRM
Type Title Downloads Rating

How to configure SAGE CRM to run with SSL

This is part of a series of short training courses that have been prepared for Sage Support colleagues...
Posted to: Installation of Sage CRM
by 557

How to Log a Support Case so it gets investigated and resolved quickly

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
by 315

Installation Requirements and Planning for Implementation

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
by 487

Installing Classic Outlook Plugin

Classic Outlook Integration lets you share contacts, appointments, and tasks between Outlook and Sage...
Posted to: Installation of Sage CRM
by 424

Introduction to Deployment Options On Premises vs Private Cloud

•Typical On Premise Deployment – that extended to the last topic of hybrid deployment •Private...
Posted to: Installation of Sage CRM
by 358

Introduction to Deployment Options On Premises vs Private Cloud vs Hybrid

This presentation covers Typical On-Premise Deployment – that extended to the last topic of...
Posted to: Installation of Sage CRM
by 454

Sage CRM installation and settings

This is part of a series of short training courses that have been prepared for Sage Support colleagues...
Posted to: Installation of Sage CRM
by 495

Solving issues with CRM licences

This short lesson is designed to help system administrators and support colleagues working with Sage...
Posted to: Installation of Sage CRM
by 528

Understanding System Performance

This short lesson is designed to help system administrators and support colleagues working with Sage...
Posted to: Installation of Sage CRM
by 372
Upgrading Sage CRM
Type Title Downloads Rating

How to Log a Support Case so it gets investigated and resolved quickly

This session will the lifecycle of a support case. It will explain how a problem experienced by a customer...
Posted to: Upgrading Sage CRM
by 453

Supporting and Troubleshooting Customizations

This session will look at how a new consultant can plan their work to minimise support issues from the...
Posted to: Upgrading Sage CRM
by 371

Upgrading a System

This short video is designed to help the new System Administrator. It is part of a series of lessons...
Posted to: Upgrading Sage CRM
by 426
Multi Server
Type Title Downloads Rating

Avoiding problems in growing systems

This session is designed for customers and partners working with a Sage CRM instance who need to understand...
Posted to: Multi Server
by 497

Understanding System Performance

This short lesson is designed to help system administrators and support colleagues working with Sage...
Posted to: Multi Server
by 528
Apache Tomcat
Type Title Downloads Rating

Five essential tips for troubleshooting TomCat

Sage CRM has a hybrid architecture. This session will look at troubleshooting features within Sage CRM...
Posted to: Apache Tomcat
by 566

How to diagnose issues using System Health

This short lesson is designed to help system administrators and support colleagues working with Sage...
Posted to: Apache Tomcat
by 427
Interactive Dashboard
Type Title Downloads Rating

Designing an Interactive Dashboard to display something useful

Sage CRM has a wide range of different gadget types that can be included in the Interactive Dashboard...
Posted to: Interactive Dashboard
by 514

How to create a view and use that in an Interactive Dashboard

This is part of a series of short training courses that have been prepared for Sage Support colleagues...
Posted to: Interactive Dashboard
by 666

Introduction to Gadgets and Dashboards

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
by 441
Mail Merge
Type Title Downloads Rating

Creating and sharing a Mail Merge template

This short video tutorial is designed to help the new System Administrator. It is part of a series of...
Posted to: Mail Merge
by 537

How Mail Merge Works

This short video tutorial is designed to help the new System Administrator. It is part of a series of...
Posted to: Mail Merge
by 481
Mailchimp
Type Title Downloads Rating

Integrating MailChimp and Sage CRM

MailChimp is an email marketing solution that is integrated with Sage CRM to let you create online campaigns...
Posted to: Mailchimp
by 377

Working with MailChimp and Sage CRM

MailChimp campaigns let you send automated marketing emails from Sage CRM and then view statistics about...
Posted to: Mailchimp
by 532
SData Integration
Type Title Downloads Rating

Configuring Sage CRM for access using SData RESTful web services

This short video is designed to help the new System Administrator. It is part of a series of lessons...
Posted to: SData Integration
by 387

Using the SDATA Provider

This short video is designed to help the new System Administrator. It is part of a series of lessons...
Posted to: SData Integration
by 429
Exchange Integration
Type Title Downloads Rating

Supporting Exchange Integration - Exploring the technology

This video is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Exchange Integration
by 449