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Tag: Workflow

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...

Mastering Customer Journeys and Workflows in Infor CRM SLX: A Must-Attend Webinar for Admins

Tuesday, June 3 | 11AM CDT If you’re an Infor CRM Administrator looking to get more out of your system, this upcoming webinar is designed with you in mind. Ed Heinsus and Mike Streider of Infor will walk through practical, real-world methods for creating effective customer journeys and workflows that boost efficiency and reduce manual work. Why Customer Journeys Matter in...

From Leads to Loyalty: Practical Workflow Strategies with Infor CRM SLX

Wednesday, May 14 | 10 AM EST Effective business processes don’t happen by accident—they're built. In this live session, Infor's Mike Strieder, Solution Architect – CX Team, and Ed Heinsus, Director, Solution Consulting – CX Team, will show how real businesses are using automated workflows in Infor CRM SLX to improve lead management, sales efficiency, and customer support. Join this webinar...

[Video] Using Infor CRM SLX Workflows

Let’s talk about workflow management in a CRM system.  This important, but often underutilized feature, can truly help to move your business forward. Workflows can help keep your team from being bogged down by repetitive tasks, customer interactions can become more seamless, and operations can flow effortlessly.  By automating mundane tasks and standardizing processes, you free your team to...

[Webinar] Workflow Management in Infor CRM SLX

Infor is continuing their webinar series to help you maximize the potential of your Infor CRM SLX system.  On Tuesday, June 4th, at 10:30a CDT, the focus will be on workflows.  Workflows provide value because they give a structured approach to completing tasks or processes.  Utilizing workflows will help you to gain efficiency and consistency, identify bottlenecks in your...

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.