Accelerator Requirements

Client Requirements:

Outlook 2007/2010/2013

IE 8, 9, 10 and 11 (32-bit only - 64bit not supported)-No other browser support planned

CRM versions 7.0, 7.1 and 7.2 supported.

A PDF viewer must be installed for certain functionality

UAC must be turned off on the client for certain functionality (mail merge) to work

Windows OS - 7.x and 8.x (vista is not supported)

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Server Requirements:

.Net 4.0 should be installed and configured 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:

1. Make WSDL Available to all = Yes

2. Force Webservice log on = Yes

• Click Save to update the system configuration.

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Here we will show how to enable a Sage CRM user to have "Web Service Access". This is done via the user admin section in Sage CRM.

• Click on "Administration"
• Click on "Users"
• Search for the user that you wish to allow access to and view that user.
• Click "Change"
• When in edit mode scroll down to the security tab

and change the "Allow Web Service Access" to "True"

• Click "Save" to update the users information.

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When using the Outlook and Word integration you will see links on the screens.

These links will open a new IE window with the information displayed. For this window to open successfully you may need to set a registry option on your Sage CRM server.

Under the CRM registry, check if there is a registry string for ‘IPAddressChecking’ and check if it’s set to ‘Y’ [HKEY_LOCAL_MACHINE\SOFTWARE\eWare\Config\/<CRM Install Name>] - set to 'N' if you want it disabled.