1. What’s New in Sage SalesLogix 7.5.4

2. Release Highlights
Sage SalesLogix v7.5.4 delivers exciting new features, extensive usability enhancements and market-leading innovations for mobility and ERP integration – all with a focus on quality, cost of ownership and the user experience.
To ensure the highest levels of quality and performance, Sage SalesLogix v7.5.4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback.
Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable:
Higher User Productivity
Mobile Workforce Enablement
Streamlined ERP Integration
Simplified Install and Upgrade Experience
Coming Soon! – Sage SalesLogix Advanced Analytics

3. Workforce Productivity

4. Notes/History Improvements Notes/History Tab
The Notes/History Tab displays on the Account, Contact, Opportunity and Lead Detail views.
Displays interactions such as meetings, phone calls, to-dos, mail and logged to history.
It also displays notes associated with each interaction.

5. Notes/History Improvements How do I apply filters?

6. Notes/History Improvements How do I E-mail/Send to MS Word
Multi-select Entity to send to or MS Word

7. Check for Duplicates/Merge Check For Duplicates
a powerful tool that saves you time and ensures clean data and accurate reports
The Check for Duplicates wizard compares records in Sage SalesLogix to determine if your data contains duplicates.
Tired of spending lots of time cleaning your data ?
Your reports are never right ?

8. Check for Duplicates/Merge Step 1 – Select a Source
Select the entity type for which you want to check for duplicates.
Select the group of records within the selected entity type.

9. Check for Duplicates/Merge Step 2 – Choose Search Options
Select the filters you want the wizard to use when matching data.
The data in both records must be an exact match to be considered a duplicate.
Advanced Match Options is used to set additional match options fields

10. Check for Duplicates/Merge Step 3 – Process Request
View the status of Check for Duplicate Process
Unique Duplicate Job Number
Number of processed records / total records / total duplicates found

11. Check for Duplicates/Merge Step 4 – View Results
Search Record - The name within the entity that was found to be a potential duplicate.
Resolve Status - The status of the record which indicates if it is a possible duplicate, if the data has been merged, or if it has been determined that it is not a duplicate.
Score - The probability rating that this record is a duplicate. A higher score indicates a higher probability that the record is a duplicate.
Check for Duplicates History Detail view contains the group of potential duplicates within a job.
Duplicate records are sorted by Score

12. Check for Duplicates/Merge View Duplicate Job History
Users can access the results to merge or remove duplicate data at any time
Duplicates History List view displays all duplicate jobs in the system
Process Duplicates List view displays all potential duplicates in the system.

13. Check for Duplicates/Merge How do I resolve duplicates?
Best Match - The entity that is the closest match to this record.
Matches Found - The number of potential matches for this entity.
Open the Check for Duplicates History Detail view for the job in which you want to resolve duplicates.
On the Job Results tab, click the Resolve link for a potential duplicate. You can use the information on this tab to help determine if the record is a duplicate or if it needs to be resolved.
Complete the Resolve Duplicate Record dialog box.
On the Unresolved Duplicates tab, select the potential duplicate and click the Merge link

14. Check for Duplicates/Merge Merge Data
At the top of the grid, select which record should be the primary record.
Source - The record that is being converted or resolved.
Target - The Sage SalesLogix record found when searching for duplicate records.
Select the properties for the merged record 
Show All link shows all fields (including matching fields)

15. Notes Field Improvements Resizing of Note Fields
You asked for it – bigger notes field in
The Activity dialog (Viewing and scheduling Activities)
New Note dialog

16. Configurable What’s New
Configure “What’s New” to Keep Users Up-to-Date
Eliminate Information Overload
Show Users the Information They Need Right Now
Ten Tabs Out-of-the-Box
Remove Unwanted Tabs
Add New Tabs with Custom Information
What’s New Configuration Now Unlocked
Simple XML Configuration Reduces Customization Costs
<item targets="remote" window="main" enabled="true">
<virtualPath>~/SmartParts/WhatsNew/RemoteMainWhatsNew.ascx</virtualPath>
<partId>RemoteMainWhatsNew</partId>
<title>Accounts</title>
<description>Accounts</description>
</item>
You can customize the tabs on the What's New page by configuring an XML file. When the What's New
module is executed within the page, it looks for the existence of WhatsNew_Config.xml in the App_Data
folder of the portal. If it exists, the rendering logic changes and uses the details contained within to
determine the smart parts that get displayed. A sample configuration file, WhatsNew_Config_Example.xml, is
provided. The easiest way to configure the file is to deploy your Sales Client site, copy or rename the
resultant file to WhatsNew_Config.xml, and edit it in Visual Studio. When you have completed your changes
in Visual Studio, copy the updated file back into the SupportFiles\App_Data folder in your project.

17. Workforce Productivity Sales Orders & Opportunity Product
Streamlined user experience
Introduces SData-based Editable Grids
New
New

18. Editable Data Grid Spreadsheet Style Records Easy Data Editing
Accepts SData Feed as Data Source
Use Internal or External Data Sources
Easy Data Editing
Column Control Types Match Data Type
Checkbox, Link, Numeric, Lookup, etc
Columns Individually Securable for Edit/Link
Refined Workflow
Inline editing eliminates pop-ups & user clicks
Editable grid eliminates additional forms for insert & updates (reduces development costs)

19. Simplified Install & Upgrade

20. Simplified Install & Upgrade Full Install
Customers upgrading from 7.5.x or new customers only have to install the service pack – 7.5 base install not required
Customers upgrading prior to 7.5 will need to go to 7.5 first and then apply 7.5.4
Pre-requisites for the install have been moved to the beginning of the installation wizard to streamline the installation process
Added installation logging to better support troubleshooting

21. Simplified Install & Upgrade Simplified Offline Client Install
Default support for SQL Express 2008 R2 as the offline database
Client download available from within web client (New Nav Bar Link)
Offline client install streamlined by putting the pre-reqs up front and reduces errors
Ability to do silent install – allows install without user interaction – better support for automated IT deployments
Installs and configures Desktop integration – SendSLX, Outlook Integration, Desktop Manager, Mail Merge, Export to Excel
Reduce end user setup by using enabling Active Directory authentication – users no longer required to enter user id and password

22. Simplified Install & Upgrade Roll up 7.5.3 Accelerators
Standard Problem / Standard Resolution
Resources
Lead Qualifications
Roles - Secured Actions

23. Simplified Install & Upgrade Upgrade Discovery Tool
Reduce Upgrade Costs
Eliminate Need to Build Comparison Environment
Assess Upgrade Impact without Creating Bundles
Compare Intersection of Your Changes to Our Changes
Ramp Up New Projects Faster
Discover Versions, Bundles, & HF’s Installed
View Detailed Customization Information
Get File Level Detail
Customization Discovery Tool
available as a public download
discover what version you're on and what hot fixes are installed
changes to your model that you customized of the release you were on
intersection of your changes and our changes
help making upgrades and migration less painful
Command Line Utility Compares Files Hashes
All Files Hashed Since v7.5.0
Works Directly with Models
Available as a Public Download

24. Streamlined ERP Integration

25. What is SData? Web Services Based API for Sage SalesLogix
Access your data anywhere
-If you can send a URL, you can use SData
Uses industry standards
-There is nothing scary for your IT dept here
HTML, XML, REST, ATOM/RSS
Fast, secure, full featured
-If you can do it in SalesLogix, you can do it with SData
SData does the heavy lifting
-You can build integration solutions with up to 80% less code
Read, write, sync, import, export
Program in any language
Use Client Libraries to save time

26. Examples Built using Sdata™

27. SData Active Directory Support
Leverage the Work You’re Already Doing
Minimize User Administration Costs
Maintain Users in Active Directory
Sync Active Directory Users to Sage SalesLogix
Increase Security & Control Access
Enforce Windows Authentication
Block Non-Active Directory Users from Login
Reduce Implementation Costs
Enforce Window Authentication
New
SData Active Directory Support
sdata supports windows integrated authentication with an active directory lookup
desktop manager supports ad auth with checkbox no credentials required
lower tco deploying desktop manager
it's a configuration in the web config
closes a security loophole
Extend Your Applications
SData Applications Can Use Window Authentication
Promote Single Sign-On Strategy
New

28. Sage Integration Integration Features
Real-time access to ERP data
Cross-application requests leverage ERP business logic to access complex data such as pricing
Seamless User Experience keeps CRM user in their CRM environment
Real-Time data feeds
Detailed views for specific transaction
CRM
ERP
Two-way Sync
One-way Sync
(Accounts, Contacts, Sales Order, Etc.)
(Products, UOM, Etc.)
Request Data via ERP Business Logic
Sage Proprietary & Confidential – Content Subject to Change

29. Sage Integration Viewing ERP Data
Three complex real-time data views
Based off account
Sales Orders
Sales Order lines
Invoices
Deliveries
Invoice lines
Payments
Payments/Receipts
Payment details

30. Sage Integration New SData API’s
Access Attachments
View & update documents, text files, and graphics associated with Accounts, Opportunities, Tickets, etc
Modify User Options
Access User configuration options for client startup, activity reminders, currency, etc
Manage Groups
List, sort, and filter Groups
Execute a group with a custom filter
Return System Options
Provides readonly access to company name, database version, etc
Access the SalesLogix Library
View & update library directories & documents
Access revision dates, available status, etc
Get Current User
Use the service to identify the current user
attachments
groups
libraryDirectories
libraryDocuments
pickLists
systemOptions
userOptions
Work with Picklists
List all picklists & picklist items
Supports filtering, sorting, & paging
Global CRM Contract
Build maintainable integrations

31. Mobile Workforce Enablement

32. Mobile Workforce Enablement Calendar & Complete Activity
View today’s activities or pick any future/past date for a list of activities
Schedule new meetings, personal activities, phone calls and to-dos
Complete any Activity and schedule a follow-up

33. Mobile Workforce Enablement Additional features
View Opportunity’s related products
Call Contact mobile number from Quick actions menu

34. Mobile Workforce Enablement What’s New
Combined Notes and History views to a single Notes/History view
List icons describe the type of Activity or Note (e.g )
Users can filter the Notes/History view by typing one of the following hash tag values into the Search box, for example:
#note – View just notes
#phonecall – View only phone call history items

35. Mobile Workforce Enablement Customization Guides
Creating an Application Module 
List View 
Detail View 
Edit View
Customizing Views 
To access the guides:

36. Sage SalesLogix Advanced Analytics – Coming Soon!

37. Coming Soon! Sage SalesLogix Advanced Analytics
Interactive Analytics solution
Integrated with Sage SalesLogix
10 pre-built dashboards
Sales
Marketing
Customer Service
Highly customizable
Easy to learn and use
Stay tuned for more details!!

38. Upgrade Today!
Sage SalesLogix v7.5.4 delivers exciting new features, extensive usability enhancements and market-leading innovations for mobility and ERP integration – all with a focus on quality, cost of ownership and the user experience.
To ensure the highest levels of quality and performance, Sage SalesLogix v7.5.4 has undergone rigorous testing, including an extensive beta cycle and careful attention to customer and Business Partner feedback.
Sage SalesLogix v7.5.4 includes new features and enhancements across the product suite, designed to enable:
Higher User Productivity
Mobile Workforce Enablement
Streamlined ERP Integration
Simplified Install and Upgrade Experience
Coming Soon! – Sage SalesLogix Advanced Analytics