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Tag: Addon

Want to Connect Power BI to Creatio? Now You Can

  Analyzing the data in your Creatio system just got easier with the new Microsoft Power BI connector.   If you're a business user, data scientist, or analyst, Power BI will take your Creatio data and make nice dashboards and reports in a few clicks of clicks.   You'll also gain powerful tools to analyze your sales data.  The Microsoft Power BI connector for...

Filter Highlighting Add-on in the Creatio (formerly bpm’online) Marketplace from Customer FX

I've released another free add-on in the bpm'online Marketplace. Filter highlighting for bpm'online is an add-on that makes filters more obvious and noticeable when set in bpm'online. This add-on was inspired by helping bpm'online users who couldn't find a record they were looking for because they didn't realize, and couldn't easily tell, that they had filters set on the list...

Stacked Tabs Add-on in the Creatio (formerly bpm’online) Marketplace from Customer FX

I've released the first of many free add-ons to the bpm'online marketplace, Stacked Tabs for bpm'online. This add-on allows a user to switch between the standard scrolling tabs, or stacked tabs and see all the tabs at once. A common problem for some users is that it's difficult to see what other tabs are available, not realizing that there are...

Infor CRM Sync for Exchange: Action Required by August 31, 2026

Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.

[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters

See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.

Disable Caching in Infor CRM SLX Web Client

In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.

AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?

Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.

Build Your Creatio AI Skills with the 2026 AI Summer Program

Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.