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Sage CRM Connector for IMan - Integrate any application with SageCRM
Our SageCRM connector provides complete and tight connectivity with SageCRM, enabling you to rapidly integrate any application. Integration is made through our configuration based and code-free middleware solution, IMan. The connector is bi-directional, meaning data can be both uploaded to and extracted...
1 Nov 2011
How to schedule a Tomcat service restart
Sage CRM Team
Recently, I’ve noticed some forum posts on the Sage CRM Community about the Tomcat service not working properly and that this might be effecting Exchange Integration. To help with this, I’ve created a batch file and task in Windows Task Scheduler to reset Tomcat service every day at 15...
30 Oct 2012
Connecting to an External ODBC database e.g. Sage 100cloud
I needed to establish a connection to the Sage 100cloud database to allow me to check details about a customer record within the integrated system. A direct connection to an ODBC database is a very useful way to allow realtime queries to be run against the ERP data from within the Sage CRM interface...
10 May 2010
A Trick to expose an External Table through Sage CRM's SOAP Web Services.
Sage CRM has the ability to link to external databases. Once an external database table is linked to Sage CRM the External Access settings of the linked table can be changed to allow both SData and Web Services access. I have discussed in previous articles how easy it is to provide SData access. ...
4 Nov 2010
Outlook Integration: Sync Operation Has Failed
Hi, Our company is running CRM 7.1.f and one of my users is receiving the following error when he attempts to sync from Outlook 2007. I've successfully re-installed Outlook Integration but the error persists. Doing a Google search on this error message yields no results so I'm hoping someone...
8 Jan 2013
http://bit.ly/11SdL5a - New Sage CRM telephony integration WITHOUT CHANGING YOUR PHONE SYSTEM
http://bit.ly/11SdL5a CloudCall Click for Sage CRM is the premier cloud based telephony integration for Sage CRM which provides Sales, Service and Marketing teams with increased productivity through Click to Call and Call Recording capability. Sage users can click to call from virtually any screen...
16 Apr 2013
Cannot add folder to Outlook
Ever since CRM has been installed, one of our users cannot add folders to Outlook 2003. The rest of Outlook integration seems to work. Any idea why?
30 Jan 2012
Make calls and replay conversations directly from your Sage CRM
10 Apr 2013
Re: Classic Outlook Plugin on Windows 8
I'm having a bit of a different problem with my Windows 8 machine. I have the .Net framework, and I am running as an administrator of my machine, but the Outlook Integration plugin download action is not available. Wondering if this is something caused by Windows 8 or by some other setting on my...
7 Dec 2012
Outlook Integration with Multiple CRM servers
We were sold two different MAS servers to keep for our two businesses separate. When we wanted to add CRM, we were told that one MAS can only be used by one CRM; we had no choice but to get two separate CRM servers. Our CRM is running 6.2.i and we've got Outlook 2007. Our project mgmt team...
15 Feb 2012
Query onSage CRM and Accpac ERP versions for integration
Does Sage CRM 6.2 integrate with Accpac ERP 6.0? Due to some ongoing project considerations, we cannot upgrade the customer to CRM 7.0. Please let know. Thanks.
19 Dec 2011
I am testing the Sage CRM (6.2d) application with our existing Sage AccPac ERP (5.6A). I have install the integration components and I am now trying to synchronize the two. When I run the Synchronize Tables utility (from the Sage CRM | Administration | Sage AccPac Administration window) I receive this...
19 May 2011
Logon failure when filing e-mail
First of all, thank you for your help! We use outlook plugin in an exchange 2010 integration environment. When we try to file an e-mail from Outlook CRM plugin, we are asked for valid credentials. Despite of the credentials are correct (DOMAIN\user), the user is locked after three wrong attempts....
26 Jul 2012
Dashboard Error Solution
try this to solve this problem its one of many solutions 1-enter this link to browser C:\Program Files\Sage\CRM\Services\IISUtils\CRMRewriter\Default.aspx if 404 error or 500 apear you must go cmd and run it as administrator the write this command %windir%\Microsoft.NET\Framework\v4.0.30319...
9 Aug 2012
Re: Exchange Integration not integrating!
I am having the same issue well kinda of. Our system seems to be syncing fine but the sync status isn't updating. I have restarted server resetup Exchange Intergration piece 10 plus times verified username and password... No errors during setup.. Changed sync time mins etc. Everything seems to sync...
24 Jan 2012
CRM7.1SP2 - Accpac Integration Error on Customer Add in Accpac
Hi, Environement: 1 x Sage CRM 200 7.1SP2 on Windows Server 2008 R2 1 x SQL 2008 R2 & Accpac 500 6.0 on Windows server 2008 Problem: Since upgrading to CRM 7.1 SP2 from CRM 7.0 with all patches, when adding a new company within Accpac the following error is displayed, I have attached...
23 May 2012
Re: DropDowns sunch in CRM 7 with ERP 5.6
Hi Dinesh, Thanks for your feedback. Well My Transalation enteries were exactly like yours. And apparently they are just caption transalation and not entity/table names. I later went to Administration > Customization > Company comp_idgrp is of a Selection Type , However Tax_idgrp...
8 Oct 2011
Create a button within Sage CRM
Hi I am trying to create a button that links to a custom website, but I would like to pass the Id of the record I am viewing. Is this possible and what is the syntax? Example http://customsite/index.aspx?id=[the id of the record] Thanks James
15 Sep 2011
Put Panels beside each other
Hi how can i put 2 panels beside each other????
22 Oct 2012
add link image to panel or screen
Hi How can i do this in .net SDK i try but not work
12 May 2013
Sage CRM 7.1 - Accpac 6 Quote Order integration
Hi All, This is regarding the Sage CRM 7.1 - Accpac 6 integration. The quote and order integration is revamped such that when user clicks on a Quote tab in CRM, it shows the web UI of Accpac. It allows users to select items, which are fetched at real time from Accpac. My concern is I need visibility...
27 Jan 2013
Sage CRM 6.2g with Active Domain directory
Hi, We are as of now runnning Sage CRM 6.2g. What I want to know is, Is there any way that I can integrate my CRM with my Active domain directory? We are planning to implement single signon based on AD for different portals we are using in organization. Please help.
6 Sep 2012
Re: Any experience with Sage CRM 7.1 and Windows 2011 SBS / IIS 8
Hello, I ask the same question as Jens: Can we install SageCRM 7.1sp2f on SBS2011 ? With Ms Exchange running of course? Can we use Exchange integration on the same server? When I look at the Matrix, there is limitation for sbs2008. It is not clearly written if the limitations are also for SBS2011...
18 Sep 2012
SQL Error 2627 and 3621 on Address, Address_Link, Phone and Phone_Link tables
Hello, I apologize in advance for the long post. I'm setting up SageCRM and integrating it with MAS 200. I'm getting SQL errors 2627 and 3621 when trying to create a new person. I'm running SageCRM version 7.1.d.4 S and MAS 200 4.50.6. I ran the Relationship Management Wizard in MAS 200...
23 Apr 2013
Integrating 7.0 SP1 with Sage Pro 2011
I have tried to install setup the integration between Sage CRM 7.0 SP1 and Sage Pro 2011 today for the first time. I am able to install Sage CRM but when I try to install the Sage Pro Components (it's a separate setup file), it says "copying system files" for a few seconds then closes the...
24 Aug 2011
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