The changes in Sage 2023 R2 have focused on improving the User Experience and improving the integration with Microsoft Exchange. There have also been some important security changes and the deterministic AI feature of the Company Narrative is now translated into French, German and Spanish.

• Sage CRM 2023 R2: What to Expect
• Planning your upgrade & changes in supported software
• Changes to Help and Available Resources
• Changes to the database and metadata

UI Improvements

• Localised Company Narrative Summary
• Rectangular Pipeline – Suppress stages with 0 records.
• Open Multiple Read-only Tabs

Exchange Integration Improvements

• Support for single tenant in OAuth 2.0
• Set default timestamp for imported emails
• New columns when importing emails (Distinguish between Sent/Inbox)

General Admin Improvements

• View workflow rules and actions without disabling workflow

Implementation Improvements

• Introducing OpenJRE adoption in Sage CRM 2023 R2
• How to manually revert to using the Oracle Java Runtime Environment (JRE) following an upgrade to Sage CRM 2023 R2
• How to manually replace the Oracle Java Runtime Environment (JRE) used by Sage CRM for a distribution of OpenJRE 8

Internal Security updates

• Internal Security Updates
• Deep Layered Defence for Integrated Sage CRM