Sage CRM 2023 R1: What to expect

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The local Sage teams and integration partners should have completed their integration testing today Friday, 24th March 2023. We are on target for the release of Sage CRM 2023 R1 to the Sage regions on Friday 31st March 2023.

Note: The exact release date in your country will be determined by your local Sage team as the final processes go to market preparations will need to be confirmed.

The changes in Sage 2023 R1 have mainly focused on extending the Email and Contact Import feature that was introduced in Sage CRM 2022 R2 and on completing the refreshment of the main user interface

There is a brand new feature called the Company Narrative that will generate an executive summary of all interactions with a compay in Near Natural Language using Deterministic AI.

Some of the other changes we have brought to Sage CRM 2023 R1 are

  • Editing merged documents
  • Updated SDK Installer and .NET code snippets
  • Advanced Customization Wizard updates
  • Updates to the Client-Side API
  • User interface refresh continued
  • Accessibility Enhancements and review of Admin Screens

Please see:

The Release Notes will document the issues addressed in this release.

The new release has added support for MS SQL Server 2022 and now ships MS SQL Server 2022 Express with the installation.

All these changes have been documented in the Release Notes which will be added to the Help Centre from 31st March 2023.