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Sage 200 and Sage CRM - Multiple partner support guidance

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Summary

There may be scenarios where a customer is supported by multiple Business Partners, in these scenarios, it is important the right partner is consulted for assistance with their particular product in line with the accreditation they have undertaken. Below we will outline common scenarios which may arise from arrangements of this type.

Resolution

NOTE: This is not an exhaustive list and a degree of common sense must be used. In some instances, there may be requirements for all parties to collaborate in the best interests of the customer.

QueryWho supports this?Description
Installation & Configuration of Sage 200 APISage 200 Business PartnerSet up of the Sage 200 API for use with the Qnect Connector - the guide can be found here
Installation & Configuration of Qnect200TunnelQmulus in the first instanceSage CRM Partner will contact Qmulus for support in installing this/troubleshooting
Installation and configuration of Sage 200Sage 200 Business PartnerSage 200 Partner to contact Sage Support as per the process outlined in Business Partner Handbook for assistance.
Installation and configuration of Sage CRMSage CRM Business PartnerSage CRM partner to contact Sage Support as per the process outlined in Business Partner Handbook for assistance
Installation and configuration of QnectSage CRM Business Partner/QmulusInitial installation of the Qnect Connector
Migration of CRM dataSage CRM Business Partner/QmulusPreparation and migration of data from 200 CRM to Sage CRM
How to queries for Sage 200Sage 200 Business Partner Sage 200 Partner to contact Sage Support as per the process outlined in Business Partner Handbook for assistance
How to queries for Sage CRMSage CRM Business PartnerSage CRM partner to contact Sage Support as per the process outlined in Business Partner Handbook for assistance
Data Investigations for Sage 200 data*Sage 200 Business PartnerSage 200 Partner to contact Sage Support as per the process outlined in Business Partner Handbook for assistance
Data Investigations for Sage CRM data*Sage CRM Business PartnerSage CRM partner to contact Sage Support as per the process outlined in Business Partner Handbook for assistance
Defect resolution process for Sage 200Sage 200 Business Partner As per Business Partner Handbook
Defect resolution process for Sage CRMSage CRM Business Partner As per Business Partner Handbook


* - Investigation may be required to ascertain root cause and collaboration with either Sage 200/Sage CRM Business Partners may be required.