Support Training

Sage CRM eLearning - Support stream

Installation of Sage CRM
Type Title Downloads Rating

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 377

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 538

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 519

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 457

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 361

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 427

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 492

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 319

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 563
Upgrading Sage CRM
Type Title Downloads Rating

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 430

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 374

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 456
Multi Server
Type Title Downloads Rating

Understanding System Performance

This short lesson is designed to help system administrators and support colleagues working with Sage...
Posted to: Multi Server
by 533

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 501
Apache Tomcat
Type Title Downloads Rating

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 440

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 577
Interactive Dashboard
Type Title Downloads Rating

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 450

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 684

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 525
Mail Merge
Type Title Downloads Rating

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 493

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 550
Mailchimp
Type Title Downloads Rating

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 547

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 380
SData Integration
Type Title Downloads Rating

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 433

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 392
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 455