In order to prepare a SQL server to run Infor CRM, you must set up a SQL login for CRM to use, and must link it with the sysdba user in the CRM database.
Documents attached to entities in CRM are stored in a folder on the server. \SyncLogs\Documents and \Synclogs\Library are the normal paths to use.
The path the SLX Job Service Portal is deployed to is set in Application Architect. This path much match the path listed in SLXJobService.exe.config.
The current version of Xbar handles all aspects of integration with Outlook, except for merge templates. Older Outlook integration products handled things differently.
If you are using Infor CRM 8.4.x, Xbar 1.4.0 is likely the best version to use. If you are using Infor CRM 8.3.x, Xbar 1.3.9 is the best version to use.
Are you looking to set up a server to run Infor CRM, but need to know which version of Windows you should use? Want to upgrade your SQL server, but want to make sure the new version will run your CRM database? If you are provisioning a server for Infor CRM, here are the […]
There is a specific Saleslogix Web Client error that is caused by having Infor CRM open in multiple tabs on the same browser.
Use the sa SQL account to move or restore CRM databases, but use sysdba to connect to them.
You can view the errors logged by Infor CRM by looking at the Application log in the Windows Event Viewer.
The administrator can enable sync in the Integration section of the Infor CRM web client.
You can use command-line arguments to choose which Xbar features are installed.
It is possible to install Infor CRM Xbar from the command line.
You can add licenses to Infor CRM (formerly Saleslogix) by using the Administrator application.
It is possible to clear the user settings in the CRM LAN client (formerly SalesLogix) using a SQL query.
It might not be obvious in Infor CRM whether or not the SData portal has deployed correctly. If testing from the web server, the default address to test Sdata is localhost:3333/sdata/system$/adapters .
32-bit versions of Microsoft Office 2013 and 2016 able to integrate with Infor CRM. But not Home & Business edition or Business Essentials.
Versions of Xbar that work with Infor CRM 8.3 or 8.4 are compatible with locally installed versions of Outlook 2010, 2013, and 2016 (with some exceptions).
Infor automatically backs up hosted CRM instances, but these backups are done mainly with an eye toward disaster recovery.
When using recent versions of Infor CRM web client with the most recent version of Chrome, grids do not appear if you have any uncleared Alarms.
Chrome 70 (released mid-October 2018) can cause issues with Infor CRM (Saleslogix) web client.