Introduction to Sage 300 version 2017 - A look at the new release of Sage 300 & 300c Sage has just released the all new version of Sage 300 v.2017.

1. Presented by: Kelly Hummel
Sage 300 Practice Director
Sean Fleming
Sr. Sales Engineer
Introducing Sage 300 & 300c 2017

2. Quick Poll
Rapid Fire
Quick Poll

3. Agenda

4. @JacquelineLi
Sage 300 2016.1 – New Screens
A Quick Look Back – Feb 2016
4

5. Sage 300 2016.1 - 3rd Party SDK
@JacquelineLi 5
A Quick Look Back – Feb 2016

6. 6
Sage 300 2016.1 - New Direct Deposit Service
#SageSummit | @JacquelineLi
A Quick Look Back – May 2016

7. Sage 300 Enhancements in 2017

8. Mobility enhancements with Web Screens
Customize and improve your user experience
Increase company-wide business visibility with notes
Process incoming payments faster
Optimize and forecast your inventory
Sage 300 2017 – New Features
8
(August 2016)

9. Web screen improvements
#SageSummit | @JacquelineLi 9
Above screen fold
1280 x 800 pixels
Before
After
Full-width screen support
Optimized entry fields layout
Sage 300 2017 – Mobility Enhancements

10. Additional web screens in Sage 300 2017
@JacquelineLi 10
Sage 300 2017 – Mobility Enhancements
18 Additional Web Screens for 2017
8/8/2016

12. Optimize and forecast inventory

13. Optimize and forecast inventory
@JacquelineLi 28

14. Optimize and forecast inventory
@JacquelineLi 29

15. Optimize and forecast inventory
@JacquelineLi 30

16. Optimize and forecast inventory
@JacquelineLi 31

17. Optimize and forecast inventory
@JacquelineLi 32

18. Additional Information on 2017

19. Supported Versions of Sage 300
#SageSummit | @JacquelineLi
• Sage 300 2017
 Works with Payroll version 7.3
• Sage 300 2016
 Works with Payroll version 7.2
• Sage 300 2014
 Works with Payroll version 7.2
34
Supported Versions of Sage 300

20. What’s new in Sage CRM 7.3 SP2
35#SageSummit | @JacquelineLi

21. New Lite Outlook integration
1. File Outlook emails to Sage CRM
2. Attach Sage CRM documents to Outlook
emails
3. Add contacts from Outlook to Sage CRM
4. Integrate Sage CRM with Outlook in a 64-
bit environment.
5. An Exchange Integration in Sage CRM is
not a requirement for Lite Outlook
Integration
36

22. Outlook Exchange integration enhancement
@JacquelineLi
1. 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
2. A new Synch Option “Send Updates for Past Appointments” is
available to the administrator to control behaviour when
configuring the integration
37

23. Sage CRM 7.3 platform support
@JacquelineLi
• Microsoft Windows Server 2016
• Microsoft Exchange Server 2016Microsoft Office 2016
• Microsoft SQL Server 2016
• Citrix XenApp 7.6
• Latest version of Exchange 365
38

24. Sage 300 2017 - Key Reasons to Upgrade
1. Optimize your workflow with
Batch credit card processing
2. Smarter transaction
processing— with Quick
preauthorize and quick
charge.
1. Increase business visibility with
notes & custom report links
2. Simplify Inventory
Management with Inventory
Advisor
3. Customize your web
Experience

25. Sage 300 2017 – Current Promotions
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26. Thank You For Attending!
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