Tag: AI
Exploring AI Options for Infor CRM v10
I've started taking a closer look at the AI capabilities built into Infor CRM v10. Over the next several posts, I'll share what I learn. From the built-in features and supported AI providers to implementation considerations, costs, and practical use cases.
Using AI in Creatio to Understand a Case
If you've ever opened a support case and thought, "where do I start?", you're not alone.
Between long descriptions, activity histories, emails, attachments, and multiple tabs, support cases can quickly become information overload. When you’re trying to help a customer—or jump into a case someone else has been working—you don’t always have time to read everything line by line. This is a great time to make use of AI Case Summary in Creatio.
2025 Infor CRM SLX Webinar Roundup: Admin Tips, Workflow Automation, Mobile & AI
In 2025, Infor hosted a series of Infor CRM SLX webinars designed to help CRM administrators, power users, and business leaders get more value from their Infor CRM investment.
These on-demand Infor CRM SLX webinars cover a wide range of topics, including Infor CRM SLX administration best practices, workflow automation and customer journey optimization, mobile CRM customization, and the latest...
[Webinar] Smarter CRM with AI in Infor CRM SLX
️ Tuesday, October 28, 2025
⏲️10:00 AM EDT | ⏱️ 1 hour | Online Webinar
Artificial Intelligence is reshaping how businesses connect with customers. By automating everyday tasks and revealing meaningful insights, AI empowers teams to work smarter, make better decisions, and deliver stronger results.
Join Ed Heinsus and Mike Strieder of Infor for the upcoming webinar, “Harnessing AI in Infor CRM...
Now Available – The Second Edition of No-Code Playbook: Age of AI
The No-Code Playbook was originally released a couple years ago with the goal of becoming a trusted guide for teams looking to build business applications using a no-code approach. By offering clear, vendor-agnostic guidance, it helped organizations plan and deliver applications of varying complexity while still maintaining structure, collaboration, and oversight.
Now, the Second Edition of No-Code Playbook: Age of...
Creatio 8.3 “Twin” Release Live Presentation June 25th
Join Creatio’s Executive Team on June 25 for a live presentation of the new Creatio 8.3 “Twin” Release. This important update introduces a new level of collaboration between your teams and AI-powered digital "twins"—intelligent agents designed to work alongside people, not replace them.
During this session, you’ll see how Creatio 8.3 enhances CRM and business automation with AI-native tools and...
Creatio Energy Release: a Transition to AI Native Architecture
It's been about a month since Creatio released 8.2 Energy. The newest interation of Creatio continues to heavily focus on leveraging AI capabilities. So what features will you find in the new release, and will you be able to take advantage of the functionality in a way that will make a meaningful impact on the way you work? Take...
The Future of Work: Embracing No-Code and Gen AI Innovation with Creatio Copilot
Earlier this week Creatio debuted Copilot, which marries Gen AI and no-code technologies with an aim to augment human potential, streamline workflows, and boost productivity across various sectors. From sales to marketing to customer service, Creatio Copilot promises to transform the way organizations operate.
The presentation touched on common myths about AI and no-code, new jobs that will likely arise...
Save the Date! Creatio Generative AI 🤖 Webinar March 12th
AI isn't going anywhere, and organizations are finding more and more ways to implement AI to make a positive impact on their business. If you're looking for ways to use AI to make improvements, your CRM is a great place to start! On March 12th, 2024 at 9a CST Creatio will host a Generative AI webinar to unveil Creatio...
ChatGPT and CRM: How AI is Transforming the Way We Manage Customer Relationships
CRM helps companies manage their interactions with current and potential customers, making it an important component of their business. In today's digital age, businesses are increasingly turning to Artificial Intelligence (AI) tools like ChatGPT to enhance their CRM strategies. ChatGPT, a cutting-edge language processing AI tool, is transforming the way we manage customer relationships. In this article, we'll explore...
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.



