Sage CRM

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...

Thank you to everyone who joined the latest Sage CRM Business Partner Advisory Council (BPAC) meeting on 19 November 2025. This session marked almost a full year since we introduced the new BPAC format, and it was one of our most wide-ranging a...

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...

I have just returned from the TPAC Asia conference in Vietnam that brought together Sage partners, ISVs, and colleagues from across the region — and it was clear that momentum around Sage CRM continues to build. Over three days of keynotes, pa...

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 ...

We’re excited to share that a brand-new supplementary guide, Overriding Styles in Sage CRM, is now available for download on Sage Partner Central. This guide has been designed to help partners understand how Sage CRM’s user interface can...

Sage CRM continues to evolve, and at the heart of this journey is our collaboration with partners. The Business Partner Advisory Council (BPAC) brings together solution providers, ISVs, and Sage colleagues to guide the product’s future directio...

For many businesses, Sage CRM has been a reliable cornerstone of customer relationship management. However, if you are still running on version 7.1, you may be missing out on significant performance, security, and usability improvements that come wit...

With the release of Sage CRM 2025, now is the perfect opportunity to do more than just upgrade your software — it’s time to clean up and realign your CRM data and processes for maximum efficiency. Why This Release Is Your Best Chance for ...

When deploying Sage CRM in an enterprise or hosted environment, ensuring secure data transmission between the CRM application and the SQL Server is a top priority. While Sage CRM itself does not impose encryption rules on database connections, it is...

At the July 2025 Sage CRM Business Partner Advisory Council (BPAC), Mich Martins, CEO of MWare Consulting, presented a standout case study from the insurance industry — one that exemplifies the power of integration, innovation, and customer-ce...

We have seen end users report SQL_Identity table error is encountered while upgrading from very older versions. Here I have taken the example of UserSettings table that might help resolve this behaviour at your end if you are facing something similar...

I've previously written a series of articles on the Sage CRM and Mailchimp integration, starting with "Mailchimp, An Introduction." There's been some discussion in forums about how this integration works, and I wanted to share some...

Sage CRM is a powerful platform that enables small and medium-sized businesses to manage relationships, processes, and performance efficiently. However, as with any system, visual and cognitive accessibility must be at the heart of user experience de...

The July 2025 meeting of the Sage CRM Business Partner Advisory Council (BPAC) reinforced a central message: Sage CRM is evolving with the energy and mindset of a startup — agile, customer-focused, and relentlessly forward-looking.  The M...

 'You may need to recreate view manually' error, Resolving Connection Issues Caused by TCP/IP Port Mismatch in SQL Server Hi all, If you get an error “You may need to recreate view manually”, it could be due to many reasons.&...

With the deprecation of Application Impersonation, Sage CRM has moved to using Microsoft Graph for Exchange integration. However, many users have encountered issues where Exchange synchronization fails. This blog post outlines the causes, troubleshoo...