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Sage CRM 2020 R2 What's New Guide

This document summarizes the key updates and features in Sage CRM 2020 R2, including: 1) Improved TLS security by removing dependency on TLS 1.1 and moving to TLS 1.2 to comply with new standards. 2) Support for OAuth 2.0 authentication with Office 365 for more secure authentication. 3) Changes to developer licensing to relax constraints around using APIs to customize functionality.

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Matheus Jorge Batista
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65 views3 pages

Sage CRM 2020 R2 What's New Guide

This document summarizes the key updates and features in Sage CRM 2020 R2, including: 1) Improved TLS security by removing dependency on TLS 1.1 and moving to TLS 1.2 to comply with new standards. 2) Support for OAuth 2.0 authentication with Office 365 for more secure authentication. 3) Changes to developer licensing to relax constraints around using APIs to customize functionality.

Uploaded by

Matheus Jorge Batista
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Datasheet

What’s new guide


Sage CRM 2020 R2
Bringing together every area of a business
including sales, finance, marketing and
customer service.

The focus for this release has been on ensuring compatibility with security
led environmental changes. Sage CRM has built in support for TLS 1.2
onwards and supports OAuth 2.0 authentication with Exchange Online
(Office 365). We have also extended technical & user features, including
improvements to email marketing and changes to licensing for an
improved developer experience.
TLS Security Improvements
The Transport Layer Security (TLS) protocol is used are made, effecting email integration, REST
to encrypt communications between websites and and SOAP APIs, and more. Sage CRM 2020
end-users, as well as securing other transmission R2 has removed any dependency on TLS 1.1,
protocols, such as POP3S, IMAPS and SMTPS. instead moving to version TLS 1.2.
Sage CRM uses TLS wherever web transactions

Explaining the usage of Transport Layer Security within Sage CRM

What’s new guide Sage CRM 2020 R2 1


The changes are necessary as the Internet Sage has also released a series of patches to
Engineering Task Force (IETF) announced ensure that versions of Sage CRM that will be
that it no longer recommends the use of older in support after September 2020 will be fully
TLS versions. Sage has ensured that Sage compliant with TLS 1.2.
CRM 2020 R2 is not dependent on TLS 1.1.

Adoption of Modern Authentication (OAuth


2.0) for Exchange Online (Office 365)

Active Directory Authentication Library (ADAL) for authentication for API service users and
based sign-in is used for Office 365 apps, supports the product’s strategic vision for rich
enabling sign-in features such as Multi-Factor integration capability. Sage CRM offers support
Authentication (MFA). Adopting OAuth2 within for OAuth2 in this & future releases, ensuing
Sage CRM is a step forward in use of credentials readiness for market enforcement in mid-2021.

The approach to using OAuth2 within Sage CRM

Developer Licensing Improvements


One of Sage CRM's key strengths is the ease with programmatic coding, this can be done using a choice
which it can be extended - new tables, screens & of different APIs. This release includes a new SDK
more - that add user functionality and describe new that relaxes the constraint of needing a special license
business functions. While much customization can be to leverage the APIs when coding new features.
done via configuration, where a behaviour requires

We continue our strategy of making the APIs core to Sage CRM


What’s new guide Sage CRM 2020 R2 2
Additional Sage CRM 2020 R2 Release Information

Improvements in unique email enforcement


The behaviour behind the automatic detection of entities. Users will not be able to create two Person
duplicate emails has been fine tuned. When the records with the same email address but instead will
‘Detect duplicate emails’ option is enabled, duplication need to create a Person, a Lead, and a Company
is prevented within the Company, Person, or Lead record with the same email address.

Other sources of information


release notes, guides, and the interactive online
The 2020 R2 release has, like all previous help. This is the first place to look for help around the
releases, additional information available on the features and supported environments for all
Sage CRM community. In particular, the Help supported versions of Sage CRM.
Center (http://help.sagecrm.com) offers latest

Upgrading to Sage CRM 2020 R2


There are critical upgrades and enhancements
You can use the Sage CRM 2020 R2 installation
in Sage CRM 2020 R2.
package to upgrade from versions 2020 R1, 2019 R1,
2019 R2, 2019 R1, 2018 R3, 2018 R2 and 2018 R1. To
Please check with your Sage Business Partner
upgrade from an earlier version of Sage CRM, you
regarding the compatibility and availability of this
must upgrade to one of the versions listed above first. release for your integrated system.

What’s new guide Sage CRM 2020 R2 3

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