Requirements

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 can get a free SSL cert using https://www.win-acme.com/

Sage CRM versions 2021, 2022, 2023, 2024 supported.

Sage CRM should be accessible from the Internet via a domain or by using a VPN on your phone (Speak to you IT provider about this)

EG

       https://crm.yourdomain.com/crm

---

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.