Sage CRM 2020 R2: What’s New & Reasons to Upgrade

Sage CRM 2020 R2: What’s New & Reasons to Upgrade

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

What’s new guide: Sage CRM 2020 R2

CRM cloud

TLS Security Improvements

The Transport Layer Security (TLS) protocol is used to encrypt communications between websites and end-users, as well as securing other transmission protocols, such as POP3S, IMAPS and SMTPS.

Sage CRM uses TLS wherever web transactions are made, effecting email integration, REST and SOAP APIs, and more. Sage CRM 2020 R2 has removed any dependency on TLS 1.1, instead moving to version TLS 1.2.

Transport Layer Security

Adoption of Modern Authentication for Exchange Online

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

Workflow of OAuth 2.0

Developer Licensing Improvements

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

Interface options

Reasons to Upgrade

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). In addition, there are extended technical & user features, including improvements to email marketing and changes to licensing for an improved developer experience.


If you are using a version older than Sage CRM 2018 R1, there are 3 compelling reasons why now is the time to upgrade your instance of Sage CRM:

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