Sage CRM 2019 R1: New SDK Resources

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Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered.

Sage CRM 2019 R1: New SDK Resources

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The Sage CRM includes a number of sample Visual Studio projects.

The projects included in the SDK installer are:

  • RelatedEntities source code - A version of the code behind the Relationship tab
  • CompanySummary - A partial rebuild of the company summary screen.
  • CompoundEntryScreen - An example of a compound screen.
  • QuickLook - A partial rebuild of the Company Quicklook page.

The RelatedEntities project is of key interest as this project contains a version of the source code for the Related Entities feature used within the main Sage CRM entities. The project has been included in the SDK as it illustrates how to use the .NET API to work with user and administration screens. The project uses the generalized web class and specialized classes such as DataPageEdit to modify the interface. The code in the project controls how a relationship is defined and how that relationship is maintained by a user. The code contains examples of panel and screen layouts, custom HTML code, and illustrates how to use checkboxes within lists.

The reason for providing such an example within the SDK is to give developers an education example that will speed up the creation of their own extensions.

For Sage CRM 2019 R1 we have provided 3 example components that can be downloaded from the community. These are versions of the Social Media integrations.

The additional resources provided are:

  • YammerEd: This project provides an example of integration with Yammer, which is a cloud based Enterprise Social Network. It allows for Facebook-style communication with users inside or outside of the same organization.
  • FacebookEd: This project provides an example of integration with Facebook, which is a social networking website where users can post comments, share photographs and post links to news or other interesting content on the web, chat live, and watch a short-form video.
  • TwitterEd: This project provides an example of integration with Twitter, which is a microblogging system that allows you to send and receive short posts called tweets. Tweets can be up to 280 characters long and can include links to relevant websites and resources.
  • TwitterComponent-Visual Studio Resources - This is a version of the C# source project for the dlls to provide the interface for the Twitter integration.

You can find these resources in the folder Additional SDK Examples.  You will need to have partner rights on the community to access these files.

Since these components are free of charge there is no warranty or liability of any kind. The entire risk of using the component is with you. Should the content prove faulty - inaccurate or otherwise unacceptable then you assume the cost of all necessary repair or corrections.

Where reference is made to 3rd party script and code libraries you must ensure that you have satisfied the necessary licensing terms and conditions.

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