Tag: Integration

Date: Tuesday, July 8, 2025Time: 10:00 AM Eastern Daylight TimeDuration: 1 hour When it comes to streamlining business operations, integrating your CRM and ERP systems just makes sense. If you’re evaluating CRM solutions or planning to connect Infor CRM SLX with Infor CSD, this session is designed to give you a clear, practical perspective. Join Infor for an in-depth discussion with...

Creatio marketing is a best-of-breed, low-cost, digital marketing solution and we have the integration to Infor CRM available at no cost to our Infor customers.  Until now, Infor CRM customers had to purchase a third-party integration solution or pay for a costly custom development project to integrate Infor CRM and their marketing software.  This solution is a seamless, automated...

When using Creatio, one of the most power parts of the application is the ability to integrate your email and calendar with Creatio. If you're company is using Office 365, you'll need to do a few configuration steps in your Azure/Office 365 portal to allow Creatio to authenticate with your Office 365 accounts using OAuth. The steps outlined in...

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

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

The SalesLogix Mobile client is more customizable than you might think. It's easy to assume that the new architecture isn't as customizable as you might be used to with SalesLogix Web or LAN clients. However, it does sometimes take some rethinking. In this article we'll look at how to add a customization that pulls in data from the Twitter API and displays on the contact detail. We'll delay the loading of the data so that the contact detail will display quickly and bring in the data from Twitter when it is received.

When integrating another system, application, or website with SalesLogix there are many options. If you're need to make connections to the SalesLogix database via the provider using user credentials you either need to prompt the user for login (again) or you can pass the connection information along to the other system.

What I like about this tool is the new feature that enables chaining of imports. For example, say we have an ERP system churning our 30 imports a night that need to run

Something that was born out of a project I've been working on is a simple repository for SalesLogix that supports all the way back to SalesLogix v6.2 up to the current 7.5.3, both LAN and Web as well as stand alone applications and utilities. I've named it Sublogix. Sublogix is a simple object model and repository for SalesLogix. Sublogix is not meant to replace the SalesLogix Repository that lives in SalesLogix Web. It's purpose is to give you the ability to work with SalesLogix entity objects no matter what environment you're in.

I recently was asked to disable the integration with Outlook 2007 for a user. They did not want to see the SalesLogix Icons in Outlook any longer and did not want to be prompted to login to the SalesLogix database when opening Outlook.