Sage CRM

Has anyone heard rumors on when Outlook 2013 will compatible with Sage CRM of course in both 32-bit and 64-bit versions? @PeterWolf @SageCRM

well I heard back from my sources and was told - Support for Outlook 2013 will be from 7.2a /eom

Based on some recent information I located (from 7-8-13 and 6-4-13 - via https://community.sagecrm.com/user_community/f/84/p/8983/27186.aspx), I'm wondering if anyone can comment further on my summary: It appears the Sage CRM group is currently testing Microsoft Office 2013 and they are planning to support it for the Sage CRM 7.2.b release at the end of Aug '13 - although we'd also need to take into consideration the respective supported versions of Sage 100. It was also stated that they are currently unsure of compatibility between Sage CRM 7.1.j and MS Office 2013 which is due to be released soon, too. And in case it applies to you, there is apparently no specific information (at least not as of yet) regarding Sage CRM Outlook Classic and Lite Plugins compatibility with MS Office 2013. Sage Summit is happening next week (in D.C.), so more information may be communicated then. Will let you know if I hear further info.

@JohnnyPabian? @PeterWolf?

I will add it to my list of stuff to ask next week at the Sage booth. So few questions and so much time. Wait ... strike that, reverse it.

@BrettZimmerman @PeterWolf I heard it was not in 7.2 but a few patches that come out after ie 7.2a will make it compatible. Then I was told that Sage 100 would get 7.2 with Sage 100 2014. I threw a fit saying they cannot take be taking 2 years to bring to market. These things need to happen quicker! Anyway - I agree - this should be a theme we press Sage people on is that they need to test with the Betas of the microsoft products to get their solutions compatible quicker so they are ready just as soon as microsoft releases or at least very close. I think Office 2013 was released in Summer 2012 and we are still not compatible. Lorrie is supposed to me making announcements here on CRM, this and mobile are the Sage focus at this point. Very few features to the product will be coming.

I hounded several of the CRM staff that they need to be ready when new Microsoft product comes out. This waiting 6-12 months is BS. Customer satisfaction needs to be increased.

I will add I thought the roadmaps were very very vague. So no definite timing for outlook compatibility.

Hence the big advantage Microsoft has with MS CRM

Don't even ask the question about how it works with Gmail, etc. Just hope prospects don't need it.

The answer to the Gmail question is ""Use Outlook"".

Nope. You can use Gmail with Sage CRM just fine. In some ways, it's better because you don't have any client side concerns.

Asked about Gmail use in Sage sponsored demo Response: Nope

From the sage 100 road ahead at summit

If sage had all the right answers, we wouldn't need this group as much as we do. Azamba uses Gmail internally with sage crm.

So no Vendor linking scheduled in 2014 either?

I asked a couple CRM presenters about details in any Sage 100-CRM integration roadmap. They are not aware of one, which sounds odd. However, it sounds like the limitation is in how fully Sage 100 has implemented the sData contract: not enough to handle vendors OR to enable straightforward generation of call lists in CRM from purchase history in ERP. Peter, have heard differently?

Most the crm presenters were from overseas. The integration is owned locally in the NA OpCo. You need to get in front of the right person to get the right level of tap-dancing around these questions. I'm collecting funds to rewrite the integration. Anyone want to donate?

I understand. I asked the guy who presented the training Sunday on the integration. He had NO specific knowledge of upcoming integration enhancements, and I think he is the one who blamed the Sage 100 crew's sData limitations. (And this is not the first time it put that way.)

And the name of this mystery man?

Doug Thorpe

I think doug thorpe is in the training department, or was.

Yes training, I had him for a CRM integration class during the last certification period.

He seemed pretty sure of his answer. Didn't do the normal ""training doesn't know futures"" waffle. Jim's screenshot shows essentially tune ups for 2014, too. If I understood the development layout, it really sounds like Ireland is pressing forward with an enhanced Cloud version which can also integrate cleanly to on-prem ERP. After they get that working, they will expand the current integration. Do you think I'm interpreting incorrectly?

According to Sage Support as of this morning. Outlook 2013 will be compatible with Sage CRM 7.1 in the next month or so and 7.20 in September... I sure hope so, as I have a few OL 2013 clients looking to make some moves. 7.20 can wait as it's not supported on Sage 100 yet anyway.

Here is what I have - seems still very vague - Outlook 2013 compatible with 7.1 - that will be interesting!

Update from yesterday 8/23 via https://community.sagecrm.com/user_community/f/84/p/8983/27186.aspx: -Microsoft Office 2013 will be fully supported with the Sage CRM 7.2.b release scheduled for the end of September 2013. -Microsoft Office 2013 won't be supported with Sage CRM 7.1 (Sage CRM 7.1.j will be released in one week.)

Is there an answer as to what version of sage 100 will work with 7.2?