Technical
Sage CRM eLearning - Integration stream
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This overview is designed for students following the Sage CRM eLearning Integration material. CRM is an applied subject and to reinforce the practical aspects, all participants are expected to do practical work during their studies. Please look at our FAQ for more details

Target Audience: This course is designed for staff belonging to the following profiles:
  • System Administrator
  • Trainer
  • Implementer and Technical System Administrator
  • Developer
Type Title Downloads Rating

Sales, Marketing and Service for Sage 200 Connector Installation

This video is one of several education videos that cover the Sales, Marketing and Service for Sage 200...
Posted to: Sales, Marketing and Service for Sage 200 Connector eLearning
by 130

Customizing Connector Screens in Sage CRM

This video demonstrates how to customise screen provided in Sage CRM through the Connector. It is one...
Posted to: Sales, Marketing and Service for Sage 200 Connector eLearning
by 83

Excluding Accounts From The Migration Process

This video demonstrates how the open scripts can be modified to restrict certain Sage 200 Customer Accounts...
Posted to: Sales, Marketing and Service for Sage 200 Connector eLearning
by 49

Adding a new button to a Connector Screen in Sage CRM

This video aims to demonstrate how to add new menu options to the Company entity tabs provided by the...
Posted to: Sales, Marketing and Service for Sage 200 Connector eLearning
by 44

Adding a new field to the Sync

This video demonstrates how to link a field surfaced in CRM through the Connector, to an existing entity...
Posted to: Sales, Marketing and Service for Sage 200 Connector eLearning
by 46

An introduction to the technology and architecture

This video aims to provide an introduction to the technical architecture of the integration between Sage...
Posted to: Sales, Marketing and Service for Sage 200 Connector eLearning
by 54

Using the default integration

This video aims to provide a straightforward introduction to the user features provided by the integration...
Posted to: Sales, Marketing and Service for Sage 200 Connector eLearning
by 50
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A technical introduction to the Sage CRM & Sage Enterprise Intelligence (SEI) integration

This video aims to provide an introduction to the installation and configuration of the dashboard templates...
Posted to: Sage CRM and Sage Enterprise Intelligence Integration
by 32

Using the Sage CRM templates in Sage Enterprise Intelligence (SEI)

This video aims to explain the different examples templates for Sage Enterprise Intelligence that have...
Posted to: Sage CRM and Sage Enterprise Intelligence Integration
by 28