Infor CRM

What’s New in Infor CRM 9.1 – and a sneak peek at some new features in a future release

by Scott Weber | Sep 22, 2023 | Infor CRM

Download the linked document below to see some of the new features and capabilities Infor added to the new 9.1 release. Infor 9.1 Enablement – CRM – 2023July

Upgrade Databases Included with Infor CRM SLX Install Media to Required Version

by Dan Ramsey | Sep 12, 2023 | Infor CRM

After attaching a database included on the Infor CRM SLX instal media, it must be upgraded to match the version of Infor CRM SLX on the media.

Attach Database from Infor CRM SLX Install Media

by Dan Ramsey | Sep 5, 2023 | Infor CRM

It is possible to obtain Infor CRM SLX database files from the install media; and to put them in place using either using the install application, or by attaching them manually.

The Clock is Ticking on Microsoft Server 2012: Ensure Your Security

by Brianna Tinjum | Aug 29, 2023 | Infor CRM

As the digital landscape continues to evolve, so do the demands of cybersecurity and reliability. On October 10, 2023 we will say farewell to Microsoft Server 2012 as it reaches end of support. Here are a couple things you need to know. Microsoft has made clear that after this date, no more security updates, non-security […]

Infor CRM – Can I just use Microsoft SQL Express?

by Scott Weber | Aug 24, 2023 | Infor CRM

SQL Express has some limitations compared to the full MS SQL products. Even Infor suggests that a CRM system will run on SQL Express and it does, however, in a production environment, it’s usually not the 10gb database size limitation that gets you but rather the 1 GB database Engine limitation that will make for […]

Infor CRM 9.1 – Getting Started with the Web client

by Scott Weber | Aug 24, 2023 | Infor CRM

Here is a new user guide for the Infor CRM 9.1 web client. Getting_Started_with_Infor_CRM_Web_Client (1)

Configure the SData Sync Portal in Infor CRM SLX

by Dan Ramsey | Aug 15, 2023 | Infor CRM

When you set up a synchronization in Infor CRM SLX, you must also set up the SData Sync Portal to serve as a point of connection for the system being integrated.

Infor CRM SLX Client Site Deployment Options

by Dan Ramsey | Aug 8, 2023 | Infor CRM

In Infor CRM SLX, there are may settings in the Deployment window of Application Architect that allow one to specify the properties of the web client site in IIS.

Updated Sublogix 1.4.5 Addresses Unicode Text Columns in Infor CRM SalesLogix

by Ryan Farley | Jul 31, 2023 | Infor CRM

I’ve released an updated version of Sublogix, version 1.4.5, which now will properly handle unicode nvarchar type columns when working with Infor CRM SalesLogix 8.4 and higher. If you’re using a previous version of Sublogix, all should still work correctly, except the T4 templates will not properly include text column lengths in the generated C# […]

Backup the Project Workspace VFS within the Infor CRM SLX Database

by Dan Ramsey | Jul 27, 2023 | Infor CRM

In recent versions of Infor CRM SLX, it is possible to backup the Project Workspace VFS by backing up the two VFS tables in SQL.

A Comprehensive Guide to Infor Portals: Support, Training, and Community

by Brianna Tinjum | Jul 24, 2023 | Infor CRM

Infor has portals. Many, many portals. And whether you’re a seasoned Infor user, or you’re just getting started, it can be difficult to know where to go for the information you need. But the good news is that if you’re seeking support, training resources, or a user community to join, Infor has you covered. We’ve […]

Locate (and Delete) Infor CRM SLX Connections in the Windows Registry

by Dan Ramsey | Jul 21, 2023 | Infor CRM

If there is a corrupt connection in Infor CRM SLX, it is possible to delete it by deleting the Windows registry key that holds the connection data.

Back Up and Restore an Infor CRM SLX Database

by Dan Ramsey | Jul 6, 2023 | Infor CRM

The SQL database used by and instance of Infor CRM SLX can be backed up and restored using the SQL Management Studio.

[Webinar] Infor CRM v9: Boosting Productivity with New Features and Updates

by Brianna Tinjum | Jun 16, 2023 | Infor CRM

Discover the latest updates, features, and roadmap for Infor CRM v9 in this in-depth, live event. Join consultants and product managers from Infor and explore version 9.1 features. What can you expect from this webinar? Explore New Features and Functionalities in Infor CRM v9.1 UI Enhancements – Functionality and Visusal Appeal Smooth Sailing – Explore […]

Using Roles in Infor CRM SLX to Control User Permissions

by Dan Ramsey | May 31, 2023 | Infor CRM

Permissions in the Infor CRM SLX web client are controlled by assigning Roles to Users in the Administration section of the web client.

Infor CRM 9.1 – planned for release in June 2023

by Scott Weber | May 17, 2023 | Infor CRM

The next release of Infor CRM, which will be an update to 9.0, is due in the first half of June 2023. Once we have more information on what this new release contains, I’ll post an update here.

Infor CRM – Version Support and Lifecycle

by Scott Weber | Apr 27, 2023 | Infor CRM

Here is a good explanation of the product support policy lifecycle for Infor CRM. Contact us right away to discuss getting you upgraded to a supported version.

Configure Infor CRM SLX Mobile Portal for Windows Authentication

by Dan Ramsey | Apr 26, 2023 | Infor CRM

It is possible to set the Infor CRM SLX mobile app to use Windows authentication, though login with Windows credentials is still required.

Infor CRM 9.x – 12 month Initiatives

by Scott Weber | Apr 26, 2023 | Infor CRM

Take a look at the 12+ month view of what to expect in Infor CRM 9.x

Infor CRM – Additional Workflow features

by Scott Weber | Apr 25, 2023 | Infor CRM

This is a significant new capability being added to Infor CRM 9.x. Everything we do is part of a workflow/process and now Infor has added many more elements and capabilities to the CRM workflow engine. Check out the list of all you can now do using workflow automation all build using a simple graphical UI. […]

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