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Tag: AI

A Closer Look at the AI Features in Infor CRM v10

Infor CRM v10 includes several built-in Generative AI features that go beyond a simple chatbot. Here's a closer look at AI Summary, AI Assistant, AI Newsfeed, and AI-assisted email drafting.

Building AI-Powered Workflows in Creatio Without Writing Code

See how Creatio can combine AI with no-code business processes to qualify, summarize, and route incoming leads while keeping your existing business rules and human oversight in place.

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...

Infor CRM 10: Phone Number “Starts With” Search Not Working with Formatted Numbers

Infor CRM 10's Starts With search may fail to find phone numbers stored with formatting characters. Learn why this happens, how to identify affected records, and how to resolve the issue.

When Should Customer Service Use AI and When Should a Human Step In?

Most of us have experienced the frustration of needing...

Increase Attachment Size Allowed in the Infor CRM SLX Web Client

It is possible to increase Infor CRM SLX's limit on the size of a file that can be uploaded by editing values in web.config file.

A Closer Look at the AI Features in Infor CRM v10

Infor CRM v10 includes several built-in Generative AI features that go beyond a simple chatbot. Here's a closer look at AI Summary, AI Assistant, AI Newsfeed, and AI-assisted email drafting.

[Webinar] Infor CRM SLX Admin Essentials: Xbar for Web and Email Marketing

On Tuesday, September 15, 2026, Infor is hosting an...