Requirements

Client Requirements:

Outlook 2016/2019 or Office 365 Outlook Client or Outlook for the web or Outlook for MAC .Net 4.7.2 should be installed

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Sage CRM Requirements: Sage CRM versions 2018R1/R2/R3, 2019, 2020, 2021 supported.

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Server Requirements:

You should follow Sage's own requirements on server and DB minimum requirements.

CRM must be running on MSSQL (no other db is supported)

If you are using SSL (https) you must have a valid certificate (certs that require users to install them are not considered valid - typically referred to as self-generated certs)

.Net 4.7.2 should be installed (a windows restart will be required when you do this) and configured to .net4.x or later on the CRM app pool

To configure Sage CRM native Web Services do the following:

• Select "Administration"
• Select "System"
• Select "Web Services"
• Click "Change" to put the screen in edit mode.
• Set the screen up as follows:

• • Maximum number of records to return:100 (Actually we would recommend this be less than 10 for any install using CRM's native web-services)
  • Maximum size of request:1000000
  • Make WSDL Available to all: Yes
  • Enable web services:Yes
  • Dropdown fields as strings in WSDL file:Yes
  • Send and return all dates and times in universal time:No
  • Accept web request from IP Address:
  • Force webservice log on:Yes

Note that we changed the 2 fields from the default.

The defaults are No so will have to be manually changed

 1. Make WSDL Available to all = Yes
 2. Force Webservice log on = Yes

• Click Save to update the system configuration.