Sage CRM

https://youtu.be/N2gOfpVSc58 Having just returned from TPAC North America 2026 in Toronto, I wanted to share a few reflections on what was an outstanding event and a fantastic experience for everyone involved with Sage CRM. Held at the Hyatt Regency ...

Designing entities, linking to cases, automating triggers, and reporting results  In my previous post, I explored three effective ways to run surveys in Sage CRM—covering NPS, CSAT, and case closure feedback. In this series, we go one step...

The Sage CRM Business Partner Advisory Council (BPAC) met on 20th May 2026 to review the latest progress on the Sage CRM roadmap, discuss current development priorities, and share updates from across the Sage CRM partner and ISV ecosystem. The BPAC c...

In Sage CRM, every screen is generated as the result of a hyperlink request. This may occur when a user selects a tab, clicks a button, opens a record from the Recent List, or follows a link from a list or dashboard gadget. The URL passed to eware.dl...

Customer feedback is the fuel that keeps service teams sharp, sales teams aligned, and leadership grounded in reality. Whether you’re measuring NPS, collecting case‑closure feedback, or running a quick satisfaction pulse, surveys are one of the...

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...