Sage 300 - The Road Ahead€¢What’s new in Sage CRM 7.3 SP2 ... November 2015 •Sage 300 2016...

Sage 300 - The Road AheadSession number: MM-7612

Date/time: Tuesday 12:30/Wednesday 11:00

Speaker: Jacqueline Li

Twitter: @JacquelineLi

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• Sage 300c Vision

• 2016 review

• What’s new in Sage 300 2017

• What’s new in Sage CRM 7.3 SP2

• A look ahead into next year

• Q&A

Agenda

#SageSummit | @JacquelineLi 3

We energize the success of businesses and communities around the world

through the imagination of our people and smart technology.

Sage Vision

#SageSummit | 4@JacquelineLi

Sage 50

Sage 100

Sage 300

HRMS

Construction

Modernization—bridging the past to the future

Leveraging modern technology to

invest in current products to meet

tomorrow’s expectations of our

customers and partners

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Our customer needs and expectations are evolving

but business cannot be disrupted

Technology Consumer

expectations

Business

expectations

Sage 300c vision

Delivering on modernization


Modern-looking user interface

Mobile access across multiple devices

Full integration of payments and payroll services

Functional enhancements delivered as Features as a Service

Cloud services to connect with the ecosystem

Improved integration, customization, and upgrades

Modernization bridges the gap between on-premises and

the cloud to create a hybrid cloud solution

What does it mean to you?


More efficiently execute today’s tasks

Automate more manual activities

Work more effectively with your ecosystem

Solve more of your business problems

Extend help to more users inside and outside of the building

Sage 300c

Microsoft SQL database

Business logic for application

(General Ledger, Accounts Payable, Accounts Receivable, Order Entry, Purchase Order, Inventory, + Payroll & more)

Desktop Application

(Microsoft Windows Screens

Desktop ISVs)

Cloud Applications

(HTML 5 Web screens, Cloud ISVs)

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Modernization journey to date


November 2015

• Sage 300 2016

February 2016

• Sage 300 2016.1

May 2016

• New Direct Deposit service for US payroll

August 2016

Sage 300 2017

Sage 300 2016 (November 2015)


Sage 300 2016.1(February 2016)


• Free for customers on US payroll

subscription

• Pay employees by creating an ACH file

and let Sage pass it to the bank

New Direct Deposit Service (US Payroll)(May 2016)


Sage 300 2017


Increase company-wide business visibility with notes

Optimize and forecast your inventory

Process incoming payments faster

Customize and improve your user experience

Increase company-wide business visibility with notes


Increase business visibility with notes

When creating a note, you can

• Apply simple formatting

• Specify Customer/Vendor/Inventory Item

• Specify active date (can be future)

• Decide whether or not the note is dismissible

Full audit trail – you can always see who last

modified the note and when

Creating a note


Optimize and forecast inventory

Process incoming payments faster

Current workflow to pre-authorize a credit card


1 2 3 4

5 6 7 8

Credit card quick pre-authorize


Credit card quick-charge


Charge a customer with a click of the mouse!

Batch process credit card payments


Customize your user experience

Remove fields and labels in web screens you don’t use

Screen size re-adjusts when fields are removed

• Helps with simplifying web screens that are data-heavy

New to web: edit labels of fields

Web screen customization


Web screen customization - before


Web screen customization - after


Adding Crystal Report shortcuts


Web screen improvements


Above screen fold1280 x 800 pixels

Before

After

Full-width screen support

Optimized entry fields layout

Additional web screens in Sage 300 2017


Additional Information on 2017

Supported versions of Sage 300


• Sage 300 2017

• Works with Payroll version 7.3

• Sage 300 2016


• Sage 300 2014


What’s new in Sage CRM 7.3 SP2


New Lite Outlook integration


File Outlook emails to Sage CRM

Attach Sage CRM documents to Outlook

emails

Add contacts from Outlook to Sage CRM

Integrate Sage CRM with Outlook in a 64-

bit environment.

An Exchange Integration in Sage CRM is

not a requirement for Lite Outlook

Integration

Outlook Exchange integration enhancement


When a synched meeting occurs in the past, changes made to that

meeting in Sage CRM will no longer need to result in an update being

sent to Outlook users.

A new Synch Option “Send Updates for Past Appointments” is

available to the administrator to control behaviour when configuring the

integration.

Sage CRM 7.3 platform support


Microsoft Windows Server 2016

Microsoft Exchange Server 2016Microsoft Office 2016

Microsoft SQL Server 2016

Citrix XenApp 7.6

Latest version of Exchange 365

A look ahead into next year


Coming to Sage 300 in the coming year…


Generate financial reports from the web screens

E-Invoicing

Accounts payable automation integration

Pulling bank transactions to Sage 300

New Sage CRM integration using Sage 300 web screens

Ability for 3rd party developers to add controls to existing web screens

Additional web screens

Generating financial reports from web screens


Generate Financial Reports on

the web via Sage Intelligence

E-Invoicing


SAGE 300 Printing Copying forarchiving

Archiving Folding, stuffingin envelope

Stamping PostalNetwork

CUSTOMERUSER

SAGE 300 SelfService

CUSTOMERUSER

Accounts payable automation integration


Pulling bank transactions to Sage 300


Reconciliation UI and logic for existing Invoices

Bank Feeds

In-Product Workflow

Triage discrepancies manually

Sage CRM Integration based on web screens


Additional web screens


2017.1 (December 2016)

• OE Shipment Entry

• OE Invoice Entry

2017.2 (April 2017)

• Full Financials

2018.0 (September 2017)

• Web Inquiry Tool

Thank you!


Sage 300 - The Road Ahead€¢What’s new in Sage CRM 7.3 SP2 ... November 2015 •Sage 300 2016...

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