Articles by Dan Ramsey

User Passwords in Infor CRM

by Dan Ramsey | Sep 8, 2021 | Infor CRM

Password options is Infor CRM can be accessed by going to Tools > Options in the Administrator program, while a specific user's locked login may be unlocked by right clicking on that user and choosing Reset User Logins.

Mail Merge Templates in Infor CRM Web Client with Office Integration

by Dan Ramsey | Jun 3, 2021 | Infor CRM

It is possible to create or edit mail merge templates in Infor CRM through the web client's Write menu.

Mail Merge in Infor CRM Web Client using Office Integration

by Dan Ramsey | May 26, 2021 | Infor CRM

Use the Write menu installed with Office Integration to run mail merge in Infor CRM web client.

Install Office Integration to Add Mail Merge Functionality to Infor CRM

by Dan Ramsey | May 19, 2021 | Infor CRM

Installing Office Integration allows you write emails and even mail merge personalized email to multiple recipients directly in Infor CRM web client.

Unblock Xbar Install File to Include All Features

by Dan Ramsey | May 13, 2021 | Infor CRM

Xbar Outlook integration for Infor CRM may be missing a search feature if it is not unblocked before running the installation.

Infor CRM Connection Troubleshooting: Admin Configuration

by Dan Ramsey | May 5, 2021 | Infor CRM

In order for Infor CRM to function properly, Windows authentication must be enabled both globally and for the Admin user, and the Infor CRM Admin account must be linked to the Windows account used as the CRM service account.

Infor CRM Connection Troubleshooting: Ports

by Dan Ramsey | Apr 20, 2021 | Infor CRM

In order for Infor CRM to function properly, there are several ports you will need to make sure are open between all CRM servers.

Infor CRM Connection Troubleshooting: sysdba SQL login settings

by Dan Ramsey | Mar 31, 2021 | Infor CRM

In order for the connection the CRM database to work, sysdba specifically needs to have only the public user role, and have Master as the default database.

Infor CRM Connection Troubleshooting: Setting Persist Security Info in the Data Link

by Dan Ramsey | Mar 25, 2021 | Infor CRM

When editing the Data Link in Infor CRM, any change to the Connection tab will reset Persist Security Info on the All tab to False.

Infor CRM Web Client

by Dan Ramsey | Mar 19, 2021 | Infor CRM

The Infor CRM web client is an HTML site published through IIS web server, and can be accessed through any current web browser.

Another Technique for Manual Install of Xbar

by Dan Ramsey | Jan 12, 2021 | Infor CRM

If Xbar refuses to install on a new computer, it may be possible to install Xbar by copying the entire folder and registering the slxotl32.dll file.

Manual Install of Infor CRM Xbar when Normal Install Fails

by Dan Ramsey | Dec 22, 2020 | Infor CRM

In the event of a failed install, it may be possible to add Xbar to Outlook manually.

Use Application Architect to Create a File System Deployment in Infor CRM

by Dan Ramsey | Nov 18, 2020 | Infor CRM

When configuring Infor CRM software, it is sometimes desirable to use a file system deployment and manually configure IIS.

How to Change the Service Account Used by Infor CRM

by Dan Ramsey | Nov 6, 2020 | Infor CRM

If you ever need to change the service account for Infor CRM software after you have set up Infor CRM, there are three places you need to change it.

Prevent Outlook from Disabling Infor CRM Xbar

by Dan Ramsey | Nov 4, 2020 | Infor CRM

If Xbar is consistently disappearing from Outlook, you can add values to the Windows registry to stop if from becoming disabled.

Edit Infor CRM Web Config Files to Reference Application Server

by Dan Ramsey | Oct 30, 2020 | Infor CRM

If you are running Infor CRM web client using separate app and web servers, you will need to make sure config file references are pointing to the application server.

IIS Application Pool Issue when Cloning Infor CRM Web Server

by Dan Ramsey | Oct 23, 2020 | Infor CRM

If the Infor CRM client site will not display on a cloned web server, it may be necessary to set the IIS application pool identity to a local account, and then set it back to WebDLL.

Creating Groups in Infor CRM

by Dan Ramsey | Oct 14, 2020 | Infor CRM

You can create and manage the Groups that appear in Infor CRM software using the Manage Groups and Add Groups tools in the upper-right-hand corner of the entity's page in CRM web client.

Unlock User Accounts in Infor CRM Software

by Dan Ramsey | Oct 8, 2020 | Infor CRM

If a user's account becomes locked in Infor CRM software, you will need to log on using the admin account to unlock it.

Time Zones in Infor CRM Software

by Dan Ramsey | Oct 6, 2020 | Infor CRM

Infor CRM software is designed to handle the time zone without user intervention, but occasionally there are issues that force users to be aware of it.