Sage Integrated CRM - Sage CRM Community

Title	Date	Downloads
Example Mapping Component Jeff Richards This file can be downloaded and unzipped to provide example code for a mapping project. This component... Posted to: Additional SDK Examples	16 Oct 2019 by Jeff Richards	39
Example Twitter Integration: C# Project code Jeff Richards This file can be downloaded and unzipped to provide the source code for a version of the C# Project used... Posted to: Additional SDK Examples	4 Feb 2019 by Jeff Richards	112
Sample Yammer Integration Component Jeff Richards This project provides an example of an integration with Yammer, which is a cloud-based Enterprise Social... Posted to: Additional SDK Examples	4 Feb 2019 by Jeff Richards	104
Sample Twitter Integration Component Jeff Richards This project provides an example of an integration with Twitter, is a microblogging system that allows... Posted to: Additional SDK Examples	4 Feb 2019 by Jeff Richards	107	2
Sample Facebook Integration Component Jeff Richards This project provides an example of an integration with Facebook, which is a social networking website... Posted to: Additional SDK Examples	4 Feb 2019 by Jeff Richards	104
Sage CRM Connector for Sage X3 version 4.2 - Troubleshooting Guide Alexei Fomin This document is for system administrators who need to troubleshoot issues with the Sage CRM Connector... Troubleshooting Guide Sage CRM Connector for Sage X3 Sage X3 Posted to: Sage CRM Connector for Sage X3	7 Nov 2017 by Alexei Fomin	872
Sage CRM Connector for Sage X3 version 4.2 - Installation Guide Alexei Fomin This document provides information about how to install and configure the Sage CRM Connector for Sage... Installation Guide Sage CRM Connector for Sage X3 Sage X3 Posted to: Sage CRM Connector for Sage X3	7 Nov 2017 by Alexei Fomin	751
Sage CRM Connector for Sage X3 version 4.2 - Release Notes Alexei Fomin Updated: July 2018 This document provides information about enhancements implemented and issues addressed... Release Notes Sage CRM Connector for Sage X3 Sage X3 Posted to: Sage CRM Connector for Sage X3	7 Nov 2017 by Alexei Fomin	704
Sage CRM Data Management Forms Sage CRM Team Editable MS Excel sheets of Sage CRM fields and drop-down lists. Aimed at Sage CRM implementers preparing... Data Migration Customizing fields Sage CRM fields Sage CRM on-premise customization Customizing screens Sage CRM 2017 R2 Sage CRM drop-down lists Posted to: Partner Documentation (All Versions)	12 Apr 2017 by Sage CRM Team	524
Info-Tech's 'Select and Implement a CRM Platform' report July 2016 Sage CRM Team Info-Tech's 'Select and Implement a CRM Platform' report July 2016 awards Sage CRM Analyst Posted to: Business Partner General Downloads	18 Jul 2016 by Sage CRM Team	881
Data Upload Workbook Alexei Fomin The Data Upload feature of Sage CRM is a powerful tool that can save you time and resources when you... Sage CRM Data Upload on-premise Posted to: Partner Documentation (All Versions)	20 Apr 2016 by Alexei Fomin	1437
CRM only (SEI templates) Sage CRM Team Sales dashboard Service dashboard Marketing dashboard SEI Posted to: Business Partner General Downloads	7 Mar 2016 by Sage CRM Team	336
Sage CRM Connector for Sage X3 version 2.2 - Release Notes Sage CRM Team This document provides information about enhancements implemented, issues addressed, and issues known... Release Notes Sage CRM Connector for Sage X3 Posted to: Sage CRM Connector for Sage X3	7 Mar 2016 by Sage CRM Team	965
CRM-X3 (SEI templates) Sage CRM Team CRM-X3.zip Sales dashboard Service dashboard Marketing dashboard CRM X3 dashboard Note: You will need... Sage CRM SEI Posted to: Business Partner General Downloads	24 Feb 2016 by Sage CRM Team	131
CRM-Geography (SEI templates) Sage CRM Team CRM-Geography.zip Sales dashboard(geographical) Note: You will need the Mapping Component for geographical... Sage CRM SEI Posted to: Business Partner General Downloads	24 Feb 2016 by Sage CRM Team	169
CRM-Full X3 and Geography (SEI templates) Sage CRM Team CRM-Full (X3 and Geopgraphy).zip Sales dashboard Service dashboard Marketing dashboard CRM X3 dashboard... Sage CRM SEI Posted to: Business Partner General Downloads	24 Feb 2016 by Sage CRM Team	172
Overview of Sage CRM Templates for Sage Enterprise Intelligence Sage CRM Team Sage Enterprise Intelligence (SEI) is an intuitive Business Intelligence solution that lets you transform... Integration Sage CRM Templates guide SEI Posted to: Business Partner General Downloads	23 Feb 2016 by Sage CRM Team	963
SEI Sage CRM Templates Installation Guide Sage CRM Team The guide explains how to configure the Sage Enterprise Intelligence (SEI) data source environment for... Sage 300 Sage CRM Sage 500 Sage 1000 SEI Sage 200 Sage X3 Posted to: Business Partner General Downloads	23 Feb 2016 by Sage CRM Team	1857
Sage CRM Connector for Sage X3 version 2.2 - Installation Guide Jeff Richards This guide covers the installation and configuration of the Sage CRM Connector for Sage X3 version 2... Installation Guide Sage CRM sage crm connector Sage X3 Posted to: Sage CRM Connector for Sage X3	21 Dec 2015 by Jeff Richards	1819
Sage CRM Data Model (ZIP) Sage CRM Team JPG illustrating the core Sage CRM Data Model. Data Model Posted to: Partner Documentation (All Versions)	5 Jan 2015 by Sage CRM Team	795

Example Mapping Component

Jeff Richards

This file can be downloaded and unzipped to provide example code for a mapping project. This component...

Posted to: Additional SDK Examples

16 Oct 2019 by Jeff Richards

39

Example Twitter Integration: C# Project code

Jeff Richards

This file can be downloaded and unzipped to provide the source code for a version of the C# Project used...

Posted to: Additional SDK Examples

4 Feb 2019 by Jeff Richards

112

Sample Yammer Integration Component

Jeff Richards

This project provides an example of an integration with Yammer, which is a cloud-based Enterprise Social...

Posted to: Additional SDK Examples

4 Feb 2019 by Jeff Richards

104

Sample Twitter Integration Component

Jeff Richards

This project provides an example of an integration with Twitter, is a microblogging system that allows...

Posted to: Additional SDK Examples

4 Feb 2019 by Jeff Richards

107

2

Sample Facebook Integration Component

Jeff Richards

This project provides an example of an integration with Facebook, which is a social networking website...

Posted to: Additional SDK Examples

4 Feb 2019 by Jeff Richards

104

Sage CRM Connector for Sage X3 version 4.2 - Troubleshooting Guide

Alexei Fomin

This document is for system administrators who need to troubleshoot issues with the Sage CRM Connector...

Posted to: Sage CRM Connector for Sage X3

7 Nov 2017 by Alexei Fomin

872

Sage CRM Connector for Sage X3 version 4.2 - Installation Guide

Alexei Fomin

This document provides information about how to install and configure the Sage CRM Connector for Sage...

Installation Guide Sage CRM Connector for Sage X3 Sage X3

Posted to: Sage CRM Connector for Sage X3

7 Nov 2017 by Alexei Fomin

751

Sage CRM Connector for Sage X3 version 4.2 - Release Notes

Alexei Fomin

Updated: July 2018 This document provides information about enhancements implemented and issues addressed...

Release Notes Sage CRM Connector for Sage X3 Sage X3

Posted to: Sage CRM Connector for Sage X3

7 Nov 2017 by Alexei Fomin

704

Sage CRM Data Management Forms

Sage CRM Team

Editable MS Excel sheets of Sage CRM fields and drop-down lists. Aimed at Sage CRM implementers preparing...

Data Migration Customizing fields Sage CRM fields Sage CRM on-premise customization Customizing screens Sage CRM 2017 R2 Sage CRM drop-down lists

Posted to: Partner Documentation (All Versions)

12 Apr 2017 by Sage CRM Team

524

Info-Tech's 'Select and Implement a CRM Platform' report July 2016

Sage CRM Team

Info-Tech's 'Select and Implement a CRM Platform' report July 2016

awards Sage CRM Analyst

Posted to: Business Partner General Downloads

18 Jul 2016 by Sage CRM Team

881

Data Upload Workbook

Alexei Fomin

The Data Upload feature of Sage CRM is a powerful tool that can save you time and resources when you...

Sage CRM Data Upload on-premise

Posted to: Partner Documentation (All Versions)

20 Apr 2016 by Alexei Fomin

1437

CRM only (SEI templates)

Sage CRM Team

Sales dashboard Service dashboard Marketing dashboard

SEI

Posted to: Business Partner General Downloads

7 Mar 2016 by Sage CRM Team

336

Sage CRM Connector for Sage X3 version 2.2 - Release Notes

Sage CRM Team

This document provides information about enhancements implemented, issues addressed, and issues known...

Release Notes Sage CRM Connector for Sage X3

Posted to: Sage CRM Connector for Sage X3

7 Mar 2016 by Sage CRM Team

965

CRM-X3 (SEI templates)

Sage CRM Team

CRM-X3.zip Sales dashboard Service dashboard Marketing dashboard CRM X3 dashboard Note: You will need...

Sage CRM SEI

Posted to: Business Partner General Downloads

24 Feb 2016 by Sage CRM Team

131

CRM-Geography (SEI templates)

Sage CRM Team

CRM-Geography.zip Sales dashboard(geographical) Note: You will need the Mapping Component for geographical...

Sage CRM SEI

Posted to: Business Partner General Downloads

24 Feb 2016 by Sage CRM Team

169

CRM-Full X3 and Geography (SEI templates)

Sage CRM Team

CRM-Full (X3 and Geopgraphy).zip Sales dashboard Service dashboard Marketing dashboard CRM X3 dashboard...

Sage CRM SEI

Posted to: Business Partner General Downloads

24 Feb 2016 by Sage CRM Team

172

Overview of Sage CRM Templates for Sage Enterprise Intelligence

Sage CRM Team

Sage Enterprise Intelligence (SEI) is an intuitive Business Intelligence solution that lets you transform...

Integration Sage CRM Templates guide SEI

Posted to: Business Partner General Downloads

23 Feb 2016 by Sage CRM Team

963

SEI Sage CRM Templates Installation Guide

Sage CRM Team

The guide explains how to configure the Sage Enterprise Intelligence (SEI) data source environment for...

Sage 300 Sage CRM Sage 500 Sage 1000 SEI Sage 200 Sage X3

Posted to: Business Partner General Downloads

23 Feb 2016 by Sage CRM Team

1857

Sage CRM Connector for Sage X3 version 2.2 - Installation Guide

Jeff Richards

This guide covers the installation and configuration of the Sage CRM Connector for Sage X3 version 2...

Installation Guide Sage CRM sage crm connector Sage X3

Posted to: Sage CRM Connector for Sage X3

21 Dec 2015 by Jeff Richards

1819

Sage CRM Data Model (ZIP)

Sage CRM Team

JPG illustrating the core Sage CRM Data Model.

Data Model

Posted to: Partner Documentation (All Versions)

5 Jan 2015 by Sage CRM Team

795