• Sage CRM Appointment to Teams Meeting

    Hi, With many customers using MS Teams, can the option to create a Teams Meeting from a Sage CRM Appointment be enabled, so that when users create an appointment in Sage CRM, then they don't have to go to their Outlook Calendar to manually convert the…
  • New to Sage CRM - Emmanuel Katto

    Hello Everyone, I am Emmanuel Katto from Uganda. I am New to Sage CRM. and need tutorials on how it works. Can you please share the links from where can I start? Thanks! Emmanuel Katto
  • Logon failure: unknown user name or bad password

    Hello everyone, Since our Windows update on our Sage CRM server and the Windows update on our local Microsoft Exchange server, we do receive the following error message in the mail manager log: Logon failure: unknown user name or bad password We…
  • Question about email import configuration

    Hi I hope someone can clarify some questions about import emails functionality. In 2024 R1 this issue is fixed: But when you try configure the email import functionality, you are prompted to use a secure URL Https. To use the selected feature…
  • Sage CRM

    Is there a mobile app for the Sage CRM? Do not like using through a browser as it i very limited. Would be really handy if there was a mobile app.
  • RESTful API Question

    Hi Community I’m posting on behalf of a developer who is currently using the Sage CRM API to link CRM opportunities to an external app. We are looking for a more efficient method to fetch all opportunities linked to companies classified as “customers…
  • Help Needed with RESTful API for Attachments in Sage CRM

    Hi Sage CRM Community, I'm seeking advice on adding attachments via the Sage CRM RESTful API. Our developer is integrating a feature for entering communications on an Opportunity but is stuck on the attachment part. Any tips or guidance would be highly…
  • Web services with PHP

    Hi I've read what available information there is for integrating Web Services using PHP but am having problem getting started. I'm not using nuSoap but the standard Soap features of PHP7. I can successfully connect, log on and acquire __getFuntions…
  • Sage CRM REST API - Group Retrieval

    Hi All, We building an integration between Sage CRM and an ESP and two features of this integration are the synchronisation of Group members and Wave Item members (also from a group, although the field returned from the API is ' Wait_TargetList ')between…
  • WebServices / SOAP Question

    When calling localhost/.../SOAP from an external development piece is the time out for the call controlled/set in the calling app or in the webservice/SOAP or CRM ? App -> SOAP/Webservice -> CRM The reason being this message is recorded sometimes :…
  • Retirement of RBAC Application Impersonation in Exchange Online

    We have just received the following email from Microsoft, will this affect the Sage CRM Exchange sync? We are announcing the retirement of the ApplicationImpersonation Role Based Access Control (RBAC) role in Exchange Online. When this will happen…
  • Sage CRM 2023 R1 external database connection only can be use to create one table

    Team, We running Sage CRM 2023 R1, I create a new database connection to our ERP 2021 database, then create a new table connection using this database connection, everything is perfect, however when I try to create second table connection using the…
  • Creating groups based on order history

    Hi there, I cannot find recent answers to this question but we are operating off CRM 2022 R1 and trying to create dynamic groups based on products purchased. The line items do not seem to be available from the new products or order entities for use…
  • Import Contacts and Emails Error

    Having upgraded one of my test environment to Sage CRM 2023 R2.1 I'm receiving the following error message on the Import Emails screen Parsing OData Select and Expand failed: Could not find a property named 'sender' on type 'microsoft.graph.mailFolder…
  • CRM Outlook plugin Lite - SSA fields don't work so e-mail cannot be filed.

    We're using the Outlook plugin Lite with Sage CRM 2022 R1 te file e-mails from Outlook 2019 32-bit. This does not work. At first we get this screen on which the targets are not populated although the e-mail address exists in Sage CRM: On clicking…
  • Sage CRM social media integration

    Hi is there a solution that is able to perform any of the following : Applications or connectors that specialize in integrating CRM systems with social media. These apps can provide features such as social media monitoring, lead generation, and…
  • Adobe Dreamweaver

    Hi I have built a site in Adobe Dreamweaver, https://www.magnet.co.za/ . Can I integrate Sage CRM into the site?
  • Txt Message System

    Hi do you know if it is possible to connect CRM to txt messaging service for sending out txt updates to customers Thank you
  • CRM 2022 R2.2 Exchange 365 integration failure to Import Emails after changing password

    Hello Sage CRM users, Has anyone seen this or any ideas what's going on ?. After setting up the Exchange integation for CRM 2022 R2.2 according to the documentation, Import emails has been working. But after changing my password in Windows , I can't re…
  • MailChimp Error Group

    When a group fails to send to MailChimp due to issues with emails, an error group is created. At what point is this to be received into the Group list and do you need specific permissions to see this group or notification? A member of our marketing team…
  • Unable to access PO Sage CRM R1 2023

    Hello community, I am unable to access Purchase Orders or anything under the P\O inquiry page even though I have installed Sage 300 on the same server and performed all the necessary steps for the integration. Every time I click, for example, on All…
  • Custom ASP Page Error

    Hi all, I am building a custom asp page to run in CRM but when i open the page on the application I get the following error : Class: CRMWrapper - Method: ExecWebPageNew - Error: The module was expected to contain an assembly manifest. (Exception from…
  • Sage CRM sync with office 365 color

    Hi all, Does anyone know if we can sync outlook category colors from CRM to Office 365 ? Thanx
  • Retirement of Exchange Web Services in Exchange Online

    Microsoft have recently announced the following: Today, we are announcing that on October 1, 2026, we will start blocking EWS requests from non-Microsoft apps to Exchange Online. https://techcommunity.microsoft.com/t5/exchange-team-blog/retirement-of…
  • Exchange Synch Error - Read timed out

    Hi we seem to be getting an intermittent issue with the exchange synch, over the last few of months the synch stops and we this error in the logs: java.net.SocketTimeoutException: Read timed out ive tried various things and what seemed to fix the…