Sage CRM

Sage CRM 2026 R1 is a Security and Compatibility release, which means most of the changes are focused on strengthening the platform rather than introducing new developer features. While there are no new API endpoints or major functional changes to t...

When the General Data Protection Regulation (GDPR) came into force in May 2018, it fundamentally changed how organisations manage personal data. In response, Sage CRM 2018 R2 introduced a set of features designed to help partners and customers meet t...

Sage CRM 2026 R1 introduces an important upgrade to the PDF reporting engine used within the platform. As part of this Security and Compatibility release, Apache FOP has been updated to a newer version, delivering improvements in performance, stabil...

Following the recent release of Sage CRM 2026 R1, we’re pleased to share that the Technical Deep Dive webinar recording is now available to watch on demand. https://youtu.be/mtRwYvZVL28 What the session covers This session provides a detailed t...

Sage CRM 2026 R1 includes important updates to the Apache Tomcat application server, which plays a central role in the Sage CRM architecture. As part of this Security and Compatibility release, Tomcat has been upgraded and hardened to improve securi...

Sage CRM 2026 R1 introduces a number of important improvements to the integration with Microsoft Exchange Online. These updates focus on increasing reliability, simplifying configuration and ensuring continued compatibility with Microsoft’s ev...

As part of Microsoft’s ongoing modernisation of its SQL Server portfolio, Microsoft has confirmed that it will end the ISV Runtime (ISVr) agreement. This agreement previously allowed software vendors, including Sage, to distribute Microsoft SQ...

Sage CRM 2026 R1 introduces a series of important implementation improvements focused on strengthening the security, stability and resilience of the platform. As a Security and Compatibility release, this version continues Sage’s ongoing inves...

Sage CRM 2026 R1 was released on Monday, 30 March 2026. Each Sage operating company will determine when this version becomes available in its region, making this the ideal time to begin planning your upgrade. Upgrade Eligibility You can upgrade dir...

If you are looking for information about Sage CRM features, supported environments or documentation for any version, the best place to start is the Sage CRM Help Centre: http://help.sagecrm.com Sage CRM 2026 R1 Release and Resources Sage CRM 2026 R...

Sage CRM 2026 R1 introduces support for Microsoft SQL Server 2025 (Enterprise, Standard and Express editions). This ensures that customers can adopt Microsoft’s latest database platform and benefit from ongoing innovation in performance, secur...

I am pleased to confirm that I will be attending and speaking at TPAC North America 2026, taking place from 31 May to 2 June at the Hyatt Regency Toronto, Canada. TPAC continues to be one of the most important gatherings in the Sage partner calendar...

As we continue the build-up to the release of Sage CRM 2026 R1, one of the commitments made during the recent TPAC South Africa keynote was to strengthen the resources available to our developer and ISV community. We are pleased to announce that the...

As we build momentum towards the upcoming release of Sage CRM 2026 R1, now is the ideal time for partners, ISVs and VARs to ensure they are fully equipped with the right tools to succeed in the market. One of the most valuable resources available to...

The Sage CRM Business Partner Advisory Council (BPAC) met on 18 March 2026 to review progress on the product roadmap, share partner feedback, and discuss upcoming development priorities. The session brought together partners and ISVs from across the...

A tidy Sage CRM system runs faster, reports more accurately, and keeps your team productive. The trick is cleaning things up without causing accidental damage. Here’s a safe, streamlined approach that keeps everything intact.  Back Up Befo...

A growing community, strong momentum and renewed excitement around Sage CRM The TPAC South Africa conference, held from 8 to 10 March at Glenburn Lodge and Spa in Muldersdrift, was the largest and most energetic TPAC event many of us have experience...

Following the successful completion of integration testing on 13 March 2026, Sage CRM 2026 R1 will be made available to Sage regional teams from Friday, 27 March 2026. This release represents another important step in Sage’s ongoing investment ...

This article has been prompted by discussion within the comments section on my recent article, "Simple Windows Utilities Every Sage CRM Administrator Should Know", and an email from an ISV about best practice on restarting a sys...

TPAC is happening between March 8th and 10th at the Glenburn Lodge and Spa, Muldersdrift.  I am delighted to share that I will be travelling to the conference again this year, and I am very much looking forward to meeting our partners, ISV...

Sage CRM workflows are central to automating business processes such as lead qualification, case management, and sales progression. When they fail, the impact is immediate: stalled approvals, missing notifications, and frustrated users. For Sage busi...

Hiya, This is regarding the 'Show Overdue Task' checkbox on calendar screen.  When you enable "Show overdue tasks" in the calendar and navigate away from the calendar, and then navigate back to the calendar, Show overdue tasks ...

As administrators of Sage CRM, we naturally focus on CRM configuration, metadata, and user setup. But many of the issues that affect CRM performance, login behaviour, or stability originate lower down, in the Windows Server environment. This article ...

Today, Monday 2 February 2026 was my first day working from Sage’s new London office at TBC.London. After many years based at The Shard, the move to Tower Bridge Court feels like a positive and practical step forward. The new location brings te...

As part of our ongoing free Security Administration Skills Training for Sage CRM, we recently ran two focused sessions aimed at helping administrators configure Sage CRM more efficiently and consistently. These sessions looked at two key building blo...