Sage CRM

Most Sage CRM users only scratch the surface of what the platform can do. Day‑to‑day, teams rely on the basics—managing contacts, tracking opportunities, logging communications. But beneath those essentials lies a powerful toolkit designed to a...

Installing Sage CRM is usually straightforward, but many installation issues come down to a small number of SQL Server prerequisites that are easy to miss, especially if you have not done a CRM install for a while. This article walks through a simpl...

No sooner had I published an article on using Sage CRM with the Split Screen feature in Microsoft Edge than Google Chrome went and added something very similar. If you missed the earlier post, you can find it here: https://communityhub.sage.com/sage...

Hiya, If you are upgrading from 2022 R1 you might run into situation where you see 'Download Lite Outlook Plugin' option under Preferences instead of 'Connect to Email Account'. Here is a simple solution to fix it: This custom sys ...

Sage CRM users rarely work in a single system at a time. Sales, service, and finance teams are constantly cross-referencing information between Sage CRM, accounting systems, documents, and emails. Microsoft Edge’s Split Screen feature provides...

The Sage CRM 2025 R2 release forms part of Sage’s long-term commitment to Sage CRM as a strategic, modern and extensible CRM platform. Sage continues to invest in security, stability, integration and partner enablement, while also laying the fo...

A new version of the “Sage CRM 2025 R2 – Metadata and database changes” document has been added to the Sage CRM Community download area.  Having a definitive, release-specific record of database and metadata changes is essenti...

We have published a new guide on Partner Central that will be useful for partners working with customers who want to control internet access on their Sage CRM servers. The Sage CRM Internet Access Requirements Guide provides a clear, practical refer...

As the year comes to a close, businesses rely heavily on accurate data to support forecasting, reporting, and customer engagement strategies for the year ahead. December is an ideal time to review and refine the quality of your Sage CRM data. Clean, ...

Modern business systems increasingly rely on real-time communication between applications. Whether sending updates to workflow tools, triggering downstream processes or synchronising data with external platforms, organisations expect systems to reac...

Creating accurate and consistent quotations is central to many Sage CRM customers’ sales processes. For organisations that frequently build multi-line quotes or repeat similar solution bundles for different customers, re-creating these complex...

Sage CRM 2025 R2 introduces a series of important security improvements, infrastructure updates, and hardening measures designed to keep customer systems protected and up to date. These changes include both enhancements made directly within the Sage...

Sage CRM 2025 R2 marks the completion of a major modernisation project for our Microsoft Exchange Online integration. With this release, Sage CRM has fully transitioned from Exchange Web Services to Microsoft Graph and now supports Contact and Task s...

Sage CRM 2025 R2 was released on Tuesday, 26 November 2025. Each Sage operating company will decide when to make this version available in its own region. This makes now an ideal moment to begin planning your upgrade. Upgrading to Sage CRM 2025 R2 Yo...

If you need information about features or supported environments for any version of Sage CRM, please start with the Help Centre at http://help.sagecrm.com. Sage CRM 2025 R2 was released to Sage operating companies on Tuesday, 26 November 2025. The H...

Accelerating Innovation Through Experimental, Opt-In Features Sage CRM continues to evolve, supported by a long-term roadmap and a renewed commitment to innovation across the Sage ecosystem. Over the past year, this has been visible at events around ...

Platform and Technology Support in Sage CRM 2025 R2 Sage CRM 2025 R2, released in November 2025, continues our commitment to supporting modern platforms and database technologies while maintaining backwards compatibility with the key systems supporte...

What Are SQL Vulnerabilities? SQL vulnerabilities, especially SQL injection, occur when malicious input is sent to a database query. Attackers can manipulate queries to: Steal sensitive customer data Alter or delete records Gain unauthorized ac...

Following the completion of integration testing on 7 November 2025, Sage CRM 2025 R2 will be released to Sage regional teams on Friday, 21 November 2025. This release marks another important milestone in Sage’s ongoing investment in Sage CRM. T...

Recently with the Microsoft Exchange changes Sage CRM has been working hard to allow for the integration to continue to work seemlesly. However we have had a couple of support cases from customers with integrations doing rather strange syncs. We have...

Hiya, If you come across an error while upgrading from very older version that says:  Errors 16 Items                 After line 40: SQLError: Cannot insert the value NULL int...

As cybersecurity concerns grow across industries, customers and partners frequently ask about encryption standards used in and around Sage CRM. One of the most important technologies in this space is AES-256, an encryption algorithm widely recognised...

90-Day Sage CRM Rollout Roadmap Phase 1: Prep & Discovery (Weeks 1–3) Goal: Define scope, build a team, and lock in success criteria. Form a Core Project Team Executive sponsor IT/technical lead Sales, service, and marketing represe...

We’re excited to announce that a new resource, Why Upgrade Sage CRM?, is now available on Sage Partner Central. This supplementary guide brings together highlights from all Sage CRM releases since 2020 R2 through to 2025 R1. It provides a clea...

Partners and customers often ask whether Sage CRM is ISO 27001 or SOC 2 certified. To help you answer these questions clearly and confidently, we’ve published a new supplementary guide on Sage Partner Central:  ISO 27001, SOC 2, and Sage ...