Sage CRM

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...

Partners regularly ask how to help customers move safely from older Sage CRM and Microsoft SQL Server versions to the latest supported platforms. To support consistent advice and reduce upgrade risk, an updated Sage CRM and SQL Server Upgrade Planni...

In mid-January 2026, Mailchimp announced significant changes to its Free Marketing plan. These changes take effect on 17 February 2026 and may impact Sage CRM customers who use the Mailchimp integration while relying on the free tier. What is changin...

The January meeting of the Sage CRM Business Partner Advisory Council (BPAC) brought together partners, ISVs, and Sage colleagues from across regions to review the current state of Sage CRM and look ahead to the rest of 2026. BPAC meetings are...

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...

As we come to the close of another year, I would like to wish everyone who celebrates Christmas a very Merry Christmas, and to wish everyone, wherever you are in the world, a very happy, healthy and prosperous 2026. This is also a natural moment to ...

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 ...