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 562

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 316

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 488

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 426

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 359

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 502

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 534

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 375
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 373

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 498

Understanding System Performance

This short lesson is designed to help system administrators and support colleagues working with Sage...
Posted to: Multi Server
by 531
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 571

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 435
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 517

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 674

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 445
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 545

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 489
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 378

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 541
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 390

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 430
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 450