Free Security Administration Skills Training for Sage CRM
Join our free, instructor-led training series and boost your Sage CRM skills in just 30 minutes a session. Running from Wednesday 28th January 2026 to Thursday 26th February 2026, these bite-sized lessons are ideal for Sage CRM users who want to master security administration features without taking time out of their busy workday.
Following the links below to register for each training session.
Schedule: Every Wednesday and Thursday
Duration: 30 minutes per session
Total Lessons: 10
If you're in CRM administration or development, this is your opportunity to get hands-on training and make the most of your CRM system.
- Wednesday 28th January 4pm UK Time
- Sage CRM Training - Security Admin- Create new Teams (1 of 10)
- how to create new User Teams that can be used to control workflow and control access to data.
https://events.teams.microsoft.com/event/d48e239d-3e7d-4473-b1c7-48d359134c82@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8
- how to create new User Teams that can be used to control workflow and control access to data.
- Sage CRM Training - Security Admin- Create new Teams (1 of 10)
- Thursday 29th January 4pm UK Time
- Sage CRM Training - Security Admin- Create a User Template (2 of 10)
- how to create a new User Template to speed up the ad hoc addition of new Users within a system.
https://events.teams.microsoft.com/event/6a68015c-a882-42a7-b4a6-b1efc98fae31@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8
- how to create a new User Template to speed up the ad hoc addition of new Users within a system.
- Sage CRM Training - Security Admin- Create a User Template (2 of 10)
- Wednesday 4th February 4pm UK Time
- Sage CRM Training - Security Admin- Create a User (3 of 10)
- how to create a new User within Sage CRM.
- how to edit an existing User details.
https://events.teams.microsoft.com/event/5b0337cf-754b-4d47-a360-b3c402febaac@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8
- Sage CRM Training - Security Admin- Create a User (3 of 10)
- Thursday 5th February 4pm UK Time
- Sage CRM Training - Security Admin- Use Company Teams (4 of 10)
- how to use the Company Team security feature.
- https://events.teams.microsoft.com/event/27d4a05a-5e6f-4f7a-a01d-8d9b41b70296@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8
- Sage CRM Training - Security Admin- Use Company Teams (4 of 10)
- Wednesday 11th February 4pm UK Time
- Sage CRM Training - Security Admin- Create and Edit Territory Structures (5 of 10)
- how to create and edit Security Territories in Sage CRM.
- https://events.teams.microsoft.com/event/d232380c-4f27-4342-bf83-d731feddaaf7@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8
- Sage CRM Training - Security Admin- Create and Edit Territory Structures (5 of 10)
- Thursday 12th February 4pm UK Time
- Sage CRM Training - Security Admin- Create a Security Profile (6 of 10)
- how to create a security profile in Sage CRM.
- https://events.teams.microsoft.com/event/f9860fd1-10e6-41e0-bdd0-9cb27626ce36@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8
- Sage CRM Training - Security Admin- Create a Security Profile (6 of 10)
- Wednesday 18th February 4pm UK Time
- Sage CRM Training - Security Admin- Edit Security Policies (7 of 10)
- how to edit security policies in Sage CRM.
- https://events.teams.microsoft.com/event/b598f26e-fc6a-4667-bceb-833ca0ad4963@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8
- Sage CRM Training - Security Admin- Edit Security Policies (7 of 10)
- Thursday 19th February 4pm UK Time
- Sage CRM Training - Security Admin- Field Level Security and Mandatory Fields (8 of 10)
- how to use Field Level Security features to control user access to data and to set field properties.
- https://events.teams.microsoft.com/event/f81cdfd9-36a7-471d-9860-e2c94000c667@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8
- Sage CRM Training - Security Admin- Field Level Security and Mandatory Fields (8 of 10)
- Wednesday 25th February 4pm UK Time
- Sage CRM Training - Security Admin- User Configuration: General User Settings (9 of 10)
- how to set the common configuration options that effect all users.
- how to set the user Password Policies within Sage CRM.
- https://events.teams.microsoft.com/event/8e73b650-2cb8-4bdb-b01f-e544511641f1@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8
- Sage CRM Training - Security Admin- User Configuration: General User Settings (9 of 10)
- Thursday 26th February 4pm UK Time
- Sage CRM Training - Security Admin- Reporting and Monitoring User Activity (10 of 10)
- how to report and monitor user activity within Sage CRM.
- https://events.teams.microsoft.com/event/7acc3ac4-6590-43fc-8bf4-1375f8f44b07@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8