If removing Sage 100 integration with Sage CRM completely and there are issues related to an older Sage 100 version or upgrade that migrated old Sage 100 Integration settings to new version, it may be necessary to remove the individual CRM folders located in \MAS90\MAS_xxx Company folders (where xxx is the company code). these folders will be listed with the prefix CU: \MAS90\MAS_ABC\CUABC\ as an example. (to avoid errors with migration or company conversion in the new Sage 100 version). Do not remove the \MAS90\CU\ Program files.

Additionally, if they upgraded from older integrated versions of Sage 100 and Sage CRM then the files may be in more that one place. The older file for integration was CU_options.M4T and this changed to CU_MAS_Company and CU_Options.M4T files. These files may be in \MAS90\MAS_SYSTEM\ or \MAS90\MAS_xxx\CUxxx (xxx = company code) folders. You may need to clear contents of these 3 files (using Data File Display and Maintenance - or SQL edit/query in Premium) - as noted above in steps to clear integration links.

Problems sometimes occur in Sage 100 with the Integration with CRM when Sage 100 data has been previously migrated and converted from an older version where one or more companies had the Sage CRM module unintentionally activated in the older version (for example by making a copy company of the live company). Prior to 2013 version, CRM module was activated in the company modules list in Sage 100.

This can create multiple phantom or incorrect CRM Server Options instances in newer Sage 100 version or create blank table values in the CRM SQL Database.

Problems can also exist if in the upgrade process, Sage 100 data was migrated and converted to the new version prior to Sage CRM being upgraded to the newer version or other migration/conversion issues occurred.

These issues can result in:

• Non-working CRM Integration in Sage 100 although settings in CRM Server Options are correct
• Multiple CRM Server Options instances listed in newer Sage 100
• Cannot remove CRM Server Options
• Errors during either Migration or Conversion in a newer Sage 100 version when integration existed and was not removed from older version.

1. Backup data and notate settings:
   • In Sage 100, copy details of the CRM Server Options (Customer Relationship Management, Main, CRM Server Options) or take a screen shot. You may need to check several instances to get correct details.
2. • In Sage 100, copy details of the CRM Company Options (Customer Relationship Management, Main, CRM Company Options) or take a screen shot
   • Backup the entire \MAS90 folder from Sage 100 (and if Sage 100 Premium backup the Sage 100 Microsoft SQL databases)
   • Backup the CRM SQL database within Microsoft SQL

Warning: All users should exit Sage 100 and CRM while steps below are being performed

1. In Sage 100, using Library Master, Utilities, Data File Display and Maintenance, in the ...\MAS90\MAS_SYSTEM folder, remove the records from CU_MAS_COMPANY.M4T for all instances.
2. • The record should look like:
     Key=[00011] "SageCRMInstanceID:MAS_CompanyID"
     1 SageCRMInstanceID$.. [0001]
     2 MAS_CompanyID$...... [1]
     3 MAS_CompanyName$.... [ABC Distribution and Service Corp.]
     4 MAS_CompanyKey$..... [0000000001]
     5 MAS_CompanyCode$.... [ABC]
     6 DateTimeStamp$...... [2014-07-29T00:49:46.718]
     7 Updated$............ [N]
     8 ComputerName$....... [machine]
     • Note: in older Sage 100 Premium versions, you cannot use Data File Display and Maintenance, instead in Microsoft SQL, select the MAS_SYSTEM database and truncate the CU_MAS_COMPANY table: Truncate Table CU_MAS_Company
3. In Sage 100, using Library Master, Utilities, Data File Display and Maintenance, in the ...\MAS90\MAS_SYSTEM folder, remove the records from CU_Options.M4T for all companies
4. • Note: In many Sage 100 Premium versions, you cannot use Data File Display and Maintenance, instead in Microsoft SQL, select the MAS_SYSTEM database and truncate the CU_Options table: Truncate Table CU_Options
5. In Sage 100, select Customer Relationship Management, Main, CRM Server Options and choose Delete for all existing instances
6. Clean up the CRM Database SQL table entries for Sage 100 Server and Company options:
   • Using a SQL command, select the CRM Database and truncate the table MAS_CRMServerOptions: Truncate Table MAS_CRMServerOptions
   • Using a SQL command, select the CRM Database and truncate the table MAS_Company: Truncate Table MAS_Company

If the intent is to set up CRM integration within Sage 100, follow the Related Resource "How to set up Customer Relationship Management (CRM) Integration in Sage 100".

If you are intending to uninstall Sage CRM, delete the data base, and reinstall (due to corrupt CRM installation) then you would do this prior to setting up Sage 100 CRM integration.