Sage CRM

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  • 1.  Any info out there on setting up Sage CRM with mul

    Posted 02-29-2016 09:40
    Any info out there on setting up Sage CRM with multiple Sage 100 companies and how to set up CRM security by Sage 100 company?


  • 2.  RE: Any info out there on setting up Sage CRM with mul

    Posted 02-29-2016 11:07
      |   view attached
    Sorry, I don't have a demo setup on my system of Sage CRM, so that limits the information I can place in the setup screens. However, in Sage 100, you create a link to each Sage CRM dataset (top window in screenshot, Sage global settings), then in each Sage 100 Company you configure for that respective Instance. In Sage 100 you set user security to the integration, and in Sage CRM you can set security for each dataset, i.e. if a user has access to ABC in Sage 100, but not XYZ, they will be able to (based on CRM security) work in the CRM records tied to ABC, but not XYZ. On the CRM side security will need to be set accordingly.


  • 3.  RE: Any info out there on setting up Sage CRM with mul

    Posted 02-29-2016 12:25
      |   view attached
    Phil - does the attached help at all?

    Attachment(s)



  • 4.  RE: Any info out there on setting up Sage CRM with mul

    Posted 02-29-2016 12:33
    @PeterWolf - yes that helps quite a bit, thanks!