Hi All, Here I am demonstrating a little workaround for filing an email from Outlook to Lead (communication) in CRM using CRM Outlook plugin with the following steps. First change the Lead Field type in the Administration --> Customisation -...

Many people are asking us if it’s possible to add your own custom built entities to the iPhone. Well, the good news is you can!! Below is an example of exactly what needs to be done. Remember, to create a custom entity for use on your iPhone, you...

As I write this the QA team are just finishing their final checks of Sage CRM 2019 R2 and the new version will be released to the Sage OpCos on Friday 2nd August 2019. The exact release date in your country will be determined by your local Sage team...

Background We are mindful that some of our customers are working with their own pre-existing templates in Microsoft Word, and do not want to remove the ability to perform mail merges with these templates. However, while it is possible to perform...

Here is a feature that I think you will find useful. It can help you to sync more fields from the Company/Person/Address entities of the CRM Appointment/Task to the Outlook Appointment/Task body. Below is an example of how you could acheive this. ...