Tag: System Setup
Set Up Job Service on a New Infor CRM Instance
When setting up new Infor CRM instance, it is advisable to check the Saleslogix Job Server and run a test job.
How to Change the Service Account Used by 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.
Edit Infor CRM Web Config Files to Reference Application Server
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.
Importing Users into Creatio (formerly bpm’online)
When you're setting up a new Creatio system one of the first things you do is create new users. A great way to do that is to import them all at once by using an Excel file. This lets you get the user list just right in Excel first then you can just dump them in all at once....
Useful changes to make in any new development system for Creatio (formerly bpm’online)
Whenever you start working in a new Creatio system, whether it's a local install or a trial system, there are some useful changes to make to help you have a better experience. These may or may not be useful to do in a production system as well but I'm focusing on a system that's used for development. The main...
How to Run a Local Development Creatio Installation using HTTPS
If you have a local installation of Creatio that you use for development and would like to use HTTPS to access this local install, this article will outline the steps needed to set this up.
If You're Accessing the Local Install on the Same Server via Localhost
If you're working on the same server where the local Creatio install is located,...
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.



