Requirements: Difference between revisions

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.Net 4.0 should be installed and configured on the CRM app pool
.Net 4.0 should be installed and configured on the CRM app pool


If you are using SSL (https) you must have a valid certificate
If you are using HTTPS/SSL you must have a valid certificate.
 
You MUST have HTTPS/SSL with a valid cert for the Office365 integration


Sage CRM versions 7.2, 7.3, 2017R1/R2/R3 supported.  
Sage CRM versions 7.2, 7.3, 2017R1/R2/R3 supported.  

Revision as of 12:04, 17 October 2017

Server Requirements:

.Net 4.0 should be installed and configured on the CRM app pool

If you are using HTTPS/SSL you must have a valid certificate.

You MUST have HTTPS/SSL with a valid cert for the Office365 integration

Sage CRM versions 7.2, 7.3, 2017R1/R2/R3 supported.


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.

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.

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.