How to run workstation setup on Sage 300 CRM


  1. Start Sage 300 on the workstation you want to set up.
  2. Select the Sage CRM folder, and then select Workstation Setup.
  3. If the Sage CRM synchronization component has not yet been installed, a message appears.  Click Yes to install the synchronization component, and then follow the instructions provided by the setup wizard.
  4. A message informs you if the workstation is currently set up to
    communicate with Sage CRM.
    • Note: This message appears even if the communication connection
      between Sage CRM and Sage 300 is not successful. You can test the connection in a following step.
  5. Click Close.  The E/W Sage CRM Workstation Setup screen appears and displays the Web Services URL.
  6. To test the connection, click the Test button.
  7. Click Close to exit.
    • Note: If you move Sage CRM to another installation location or to a
      different server, you must rerun the Sage CRM Setup program and
      the Sage CRM Workstation Setup utility.


If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.