Sage CRM Community

Developer Training

Sage CRM eLearning - Developer stream

Introduction to Advanced Customization

Title	Date	Downloads
Introduction to Advanced Customization Jeff Richards This topic is designed to help the new Developer. It is part of a series of lessons that make up the... Posted to: Introduction to Advanced Customization	2 Apr 2019 by Jeff Richards	698
Rule Types in Sage CRM Jeff Richards A short video looking at some of the different types of rules that can be defined in screens within Sage... Posted to: Introduction to Advanced Customization	23 Apr 2019 by Jeff Richards	483
Easing Integrations Jeff Richards This presentation was originally recorded for the CRM User Conference 2020. ( http://crmuserconference... Posted to: Introduction to Advanced Customization	24 Feb 2021 by Jeff Richards	383

Key Skills for Advanced Customization

Title	Date	Downloads
An introduction to ASP Pages Jeff Richards Classic ASP pages are used in Sage CRM for extending Sage CRM's own screens and also the integrations... Posted to: Key Skills for Advanced Customization	5 Jun 2019 by Jeff Richards	840
JavaScript in Sage CRM (Part 1 of 4) Jeff Richards JavaScript is used throughout Sage CRM to define business rules and to control the behaviour of the system... Posted to: Key Skills for Advanced Customization	16 Apr 2019 by Jeff Richards	502
JavaScript in Sage CRM (Part 3 of 4) Jeff Richards JavaScript is used throughout Sage CRM to define business rules and to control the behaviour of the system... Posted to: Key Skills for Advanced Customization	16 Apr 2019 by Jeff Richards	495
JavaScript in Sage CRM (Part 2 of 4) Jeff Richards JavaScript is used throughout Sage CRM to define business rules and to control the behaviour of the system... Posted to: Key Skills for Advanced Customization	16 Apr 2019 by Jeff Richards	464
JavaScript in Sage CRM (Part 4 of 4) Jeff Richards JavaScript is used throughout Sage CRM to define business rules and to control the behaviour of the system... Posted to: Key Skills for Advanced Customization	16 Apr 2019 by Jeff Richards	463

Working with Entities the Data model and Metadata

Title	Date	Downloads
Creating and Editing Views Jeff Richards This lesson, in particular, will cover the knowledge needed to understand how to create and edit database... Posted to: Working with Entities the Data model and Metadata	2 Apr 2019 by Jeff Richards	684
Metadata and security Jeff Richards This lesson will cover the knowledge needed to understand how metadata interacts with the security profiles... Posted to: Working with Entities the Data model and Metadata	2 Apr 2019 by Jeff Richards	647
How metadata works with view definitions Jeff Richards This lesson will cover the knowledge needed to understand how metadata works with view definitions in... Posted to: Working with Entities the Data model and Metadata	2 Apr 2019 by Jeff Richards	610
Translations and person and address types Jeff Richards This lesson will cover the knowledge needed to understand how to use the translation features to control... Posted to: Working with Entities the Data model and Metadata	2 Apr 2019 by Jeff Richards	567
Tab Customization - SQL Clause Jeff Richards This lesson will cover the knowledge needed to understand how to control the display of Tab bar menu... Posted to: Working with Entities the Data model and Metadata	2 Apr 2019 by Jeff Richards	550
How metadata builds a screen in practice Jeff Richards This lesson will cover the knowledge needed to understand how metadata builds a screen in Sage CRM without... Posted to: Working with Entities the Data model and Metadata	2 Apr 2019 by Jeff Richards	528
An Overview of Metadata Jeff Richards This lesson will cover the knowledge needed to understand the scope and effect of metadata within Sage... Posted to: Working with Entities the Data model and Metadata	2 Apr 2019 by Jeff Richards	506
Configuring Logging Levels for Main Screens Jeff Richards This lesson will cover the knowledge needed to understand how to configure the logging levels for the... Posted to: Working with Entities the Data model and Metadata	2 Apr 2019 by Jeff Richards	499
Metadata and the underlying data model Jeff Richards This lesson will cover the knowledge needed to understand how metadata interacts with the underlying... Posted to: Working with Entities the Data model and Metadata	2 Apr 2019 by Jeff Richards	478

Implementing Business Rules in Screens and at Table Level

Title	Date	Downloads
Field Level Security and Mandatory Fields Jeff Richards This lesson will cover the knowledge needed to understand how to use Field Level Security features to... Posted to: Implementing Business Rules in Screens and at Table Level	2 Apr 2019 by Jeff Richards	629
Field Level Scripting - onChange Script Jeff Richards This lesson will cover the knowledge needed to understand how to define a business rule in Sage CRM using... Posted to: Implementing Business Rules in Screens and at Table Level	2 Apr 2019 by Jeff Richards	591
Field Level Scripting Create Script in a List Jeff Richards This lesson will cover the knowledge needed to understand how to define a business rule in a Sage CRM... Posted to: Implementing Business Rules in Screens and at Table Level	2 Apr 2019 by Jeff Richards	578
Screen Customization - Custom Content Jeff Richards This lesson will cover the knowledge needed to understand how to define additional behaviour in Sage... Posted to: Implementing Business Rules in Screens and at Table Level	2 Apr 2019 by Jeff Richards	568
Field Level Scripting - Validate Script Jeff Richards This lesson will cover the knowledge needed to understand how to define a business rule in Sage CRM using... Posted to: Implementing Business Rules in Screens and at Table Level	2 Apr 2019 by Jeff Richards	559
Field Level Scripting - Create Script in a Screen Jeff Richards This lesson will cover the knowledge needed to understand how to define a business rule in Sage CRM using... Posted to: Implementing Business Rules in Screens and at Table Level	2 Apr 2019 by Jeff Richards	513
Custom Content - Adding HTML and Script to Screens Jeff Richards Custom Content - Adding HTML and Script to Screens Posted to: Implementing Business Rules in Screens and at Table Level	30 Apr 2019 by Jeff Richards	505
Complex Cross Entity Validate Rules Jeff Richards This video discusses how rules can provide validation of business rules by checking data from multiple... Posted to: Implementing Business Rules in Screens and at Table Level	7 May 2019 by Jeff Richards	501
Implementing Create Scripts in Sage CRM Jeff Richards A video that shows how Create scripts can be implemented in Sage CRM screens. Posted to: Implementing Business Rules in Screens and at Table Level	23 Apr 2019 by Jeff Richards	498
Detecting screen mode in the Client Side API Jeff Richards Detecting screen mode in the Client Side API Posted to: Implementing Business Rules in Screens and at Table Level	30 Apr 2019 by Jeff Richards	493
Understanding Table and Entity Level Scripts Jeff Richards This video introduces Table and Entity Level scripts. Posted to: Implementing Business Rules in Screens and at Table Level	7 May 2019 by Jeff Richards	492
The Client Side API Jeff Richards Introduction to the client side API Posted to: Implementing Business Rules in Screens and at Table Level	30 Apr 2019 by Jeff Richards	491
Script Libraries - Automatically Reusing Code Between Screens Jeff Richards Script Libraries - Automatically Reusing Code Between Screens Posted to: Implementing Business Rules in Screens and at Table Level	30 Apr 2019 by Jeff Richards	491
Ten Easy Ways to Use the Client Side API Jeff Richards This session will share some simple to use snippets of code and techniques that can be immediately used... Posted to: Implementing Business Rules in Screens and at Table Level	24 Feb 2021 by Jeff Richards	489
Scripting using the onChange Event Jeff Richards Field Level Scripting - Using the onChange Event Posted to: Implementing Business Rules in Screens and at Table Level	30 Apr 2019 by Jeff Richards	487
Other uses for Validate Rules Jeff Richards This video explores some of the other uses Validate rules that can be defined for fields in screens. Posted to: Implementing Business Rules in Screens and at Table Level	7 May 2019 by Jeff Richards	482
Introduction to Validate Rules Jeff Richards An introduction to Validate rules defined against fields in screens within Sage CRM. Posted to: Implementing Business Rules in Screens and at Table Level	7 May 2019 by Jeff Richards	471

Customizing Workflow

Title	Date	Downloads
Workflow Configuration Jeff Richards This lesson will cover the knowledge needed to understand how to configure workflow within Sage CRM. Posted to: Customizing Workflow	2 Apr 2019 by Jeff Richards	697
Create a Simple Workflow - Global and Conditional Rules Jeff Richards This lesson will cover the knowledge needed to understand how to define additional behaviour for a workflow... Posted to: Customizing Workflow	2 Apr 2019 by Jeff Richards	637
Create a Simple Notification Jeff Richards This lesson will cover the knowledge needed to understand how to create a simple notification for a standard... Posted to: Customizing Workflow	2 Apr 2019 by Jeff Richards	600
Create a Simple Workflow - Primary and Transition Rules Jeff Richards This lesson will cover the knowledge needed to understand how to define a workflow for an entity that... Posted to: Customizing Workflow	2 Apr 2019 by Jeff Richards	566
Workflow Implementation - Configuring Timings for SLA Jeff Richards This lesson will cover the knowledge needed to understand how to configure the Service Level Agreement... Posted to: Customizing Workflow	2 Apr 2019 by Jeff Richards	559
Defining Escalation Rules Jeff Richards This topic is designed to help the new System Administrator. It is part of a series of lessons that build... Posted to: Customizing Workflow	21 May 2019 by Jeff Richards	487

Scripting ASP Pages

Title	Date	Downloads
Building screens using the ASP API (Part 1) Jeff Richards This lesson covers using the API objects in ASP Pages. It shows how pages are built and how to carry... Posted to: Scripting ASP Pages	5 Jun 2019 by Jeff Richards	703
An introduction to ASP Pages Jeff Richards Classic ASP pages are used in Sage CRM for extending Sage CRM's own screens and also the integrations... Posted to: Scripting ASP Pages	5 Jun 2019 by Jeff Richards	521
Using the COM API and ASP pages Jeff Richards This lesson will cover the knowledge needed to understand how the COM API can be used in classic ASP... Posted to: Scripting ASP Pages	2 Apr 2019 by Jeff Richards	458

Working with components

Title	Date	Downloads
Importing a Component Jeff Richards This lesson will cover the knowledge needed to understand how to import a set of customisations into... Posted to: Working with components	2 Apr 2019 by Jeff Richards	638
The Advanced Customization Wizard Jeff Richards This lesson will cover the knowledge needed to understand how to extend Sage CRM with new custom entities... Posted to: Working with components	2 Apr 2019 by Jeff Richards	630
Creating a Component Jeff Richards This lesson will cover the knowledge needed to understand how to use the Component Manager to record... Posted to: Working with components	2 Apr 2019 by Jeff Richards	588
Advanced Customization Wizard Updates in Sage CRM 2021 R1 Jeff Richards It is easy to create custom entities in your Sage CRM system. To do that, you need to download, install... Posted to: Working with components	24 Feb 2021 by Jeff Richards	546
Moving Customizations using the Component Manager Jeff Richards This is a recording of a live training session that covered the following topics • What is the... Posted to: Working with components	20 Jun 2019 by Jeff Richards	502

Working with the Advanced Email Manager

Title	Date	Downloads
Advanced Email Manager - Configuring the use of a Template Jeff Richards This lesson will cover the knowledge needed to understand how the Sage CRM Advanced E-mail Manager can... Posted to: Working with the Advanced Email Manager	2 Apr 2019 by Jeff Richards	592
Advanced Email Manager - Creating a Template Jeff Richards This lesson will cover the knowledge needed to understand how new rule Templates for the Sage CRM Advanced... Posted to: Working with the Advanced Email Manager	2 Apr 2019 by Jeff Richards	584
Advanced Email Manager - Introduction Jeff Richards This lesson, in particular, will cover the knowledge needed to understand how the Advanced E-mail Manager... Posted to: Working with the Advanced Email Manager	2 Apr 2019 by Jeff Richards	501

Customization and Integration with SOAP and RESTful Web Services

Title	Date	Downloads
Understanding the SOAP web services Jeff Richards This video is a recording of a training session that explains the SOAP web services. It considers the... Posted to: Customization and Integration with SOAP and RESTful Web Services	2 Jul 2019 by Jeff Richards	684
REST API Usage Jeff Richards Exploring the Sage CRM REST API with a C# project that uses CRUD operations to extend functionality of... Posted to: Customization and Integration with SOAP and RESTful Web Services	24 Feb 2021 by Jeff Richards	560
Configuring Sage CRM for access using SData RESTful web services Jeff Richards This lesson will cover the knowledge needed to understand how Sage CRM can be configured to allow access... Posted to: Customization and Integration with SOAP and RESTful Web Services	2 Apr 2019 by Jeff Richards	543
Using the SDATA Provider Jeff Richards This lesson will cover the knowledge needed to understand how the ReadOnly SData provider can be used... Posted to: Customization and Integration with SOAP and RESTful Web Services	2 Apr 2019 by Jeff Richards	521
The RESTful API Expansion in Sage CRM 2021 R1 Jeff Richards The release of Sage CRM 2021 R1 has an expansion to the RESTful APIs. New capabilities have been opened... Posted to: Customization and Integration with SOAP and RESTful Web Services	24 Feb 2021 by Jeff Richards	509
Configuring Sage CRM for access using SOAP Web Services Jeff Richards This lesson will cover the knowledge needed to understand how to configure Sage CRM to allow access by... Posted to: Customization and Integration with SOAP and RESTful Web Services	2 Apr 2019 by Jeff Richards	490
Sage CRM: An Introduction to the Sage CRM REST API Jeff Richards This video introduces you to the Sage CRM REST API. Sage CRM exists in an ecosystem of different systems... Posted to: Customization and Integration with SOAP and RESTful Web Services	24 Feb 2021 by Jeff Richards	486
Using the SOAP Web Services Jeff Richards This lesson will cover the knowledge needed to understand how SOAP based web services can be used to... Posted to: Customization and Integration with SOAP and RESTful Web Services	2 Apr 2019 by Jeff Richards	466

Customizing Self Service

Type	Title	Date	Downloads	Rating
	Administering Self Service Visitors Jeff Richards This lesson will cover the knowledge needed to understand how to administer and control Visitor access... Posted to: Customizing Self Service	2 Apr 2019 by Jeff Richards	542
	Configuring Self Service Options Jeff Richards This lesson will cover the knowledge needed to understand how to administer the general Self Service... Posted to: Customizing Self Service	2 Apr 2019 by Jeff Richards	533

Extending Sage CRM using the. NET API

Type	Title	Date	Downloads	Rating
	Using the .NET API Jeff Richards This lesson will cover the knowledge needed to understand how the .NET API and SDK resources can be used... Posted to: Extending Sage CRM using the. NET API	2 Apr 2019 by Jeff Richards	592
	A Quick Introduction to Extending Sage CRM using the .NET API Jeff Richards This is a recording of a training session provided for Partners and Developers extending integrated Sage... Posted to: Extending Sage CRM using the. NET API	2 Apr 2019 by Jeff Richards	548