CRM updates: Everything you can expect heading into Q4

Releasing in January 2023, SugarCRM will be implementing an all-new researched-based UX/UI redesign for Sugar Sell, Serve, and Market inspired by customers who rely on their system day in and day out. Coming in Sugar’s 12.3 cloud release, end-users will now have a more user-friendly, intuitive interface that provides comfort and easier navigation for customers. For on-premises users, expect these results to be implemented in April 2023. Note that this is part of Sugar’s standard release and customers will not be able to opt out of this new UI redesign.

Reducing both the clutter and improving familiarity, SugarCRM’s redesign will provide a simplified left nav rail to provide easier navigation for SugarCRM users. Subsequently, Project Aurora is leveraging common UI patterns to make their interface more intuitive for current and new customers. Finally, listening to the needs of service agents and Sales reps, Sugar’s new header design will utilize a prominent search bar to promote easy access to quickly search and get records.

With new navigation and positioning of elements, as well as changes to customizations, developers will be impacted by customization in the following areas:

• Header
• Footer (including Footer Logo)
• Quick create
• Quick search

Note that these areas will receive minimum to no impact in Sugar UX/UI redesign:

• Notifications
• Profile Drop down

For more information about SugarCRM’s Project Aurora and how it will impact you, please contact us here.

The Distributed Component Object Model (DCOM) Remote Protocol is a protocol for exposing application objects using remote procedure calls (RPCs). DCOM is used for the communication between software components and networked devices.

For those that rely on DCOM, In March 2023, there will be DCOM updates from Microsoft that will affect the ability for 5.9 Windows Client to connect to the Active Notification Manager (ANM)

Microsoft states that they will be “Hardening changes enabled by default with no ability to disable them. By this point, you must resolve any compatibility issues with the hardening changes and applications in your environment.”

Note that this will not impact access to the Pivotal toolkit.

We recommend that you stay up to date with the latest Microsoft security updates to prevent security threats and utilize advanced protections.

For more information on how this may impact your current CRM system, please contact us here.

For the full Microsoft report, click here.

For customers that turn inbound emails into Pivotal support tickets, Microsoft has recently made changes to the current system.

Microsoft Exchange is moving to a more secure Outlook Authentication (OAUTH) protocol. Consequently, this might cause Email Management System (EMS) to stop working by October 2022. We can help you determine if this Microsoft change will affect your Pivotal system.

Note that Tokara Solutions has developed an application that allows for the current email to support ticket functionality that will work with MS’s updated protocols.

As your committed support partner, please contact us here for more information.

For customers that use Basic Authentication for specific protocols in Exchange Online, Microsoft has begun to select tenants to turn off their Basic Auth system. Witnessing a rise in increased attacks leveraging Basic Auth, Microsoft will have the security protocol shut down completely during the first week of January 2023.

Note that Microsoft has not turned this system off for everyone. Microsoft continues to randomly select customers and give them a 7-day warning prior to the shutdown of their Basic Auth system.

Microsoft Basic Auth will no longer work for: MAPI, RPC, Offline Address Bok (OAB), Exchange Web Services (EWS), POP, IMAP, Exchange ActiveSync (EAS), and Remote Powershell.

For customers that believe they may be affected by this, please contact us here for more information.

For the full Microsoft report, click here.