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September 20th, 2016 by

Ross_JanettaInfor has released Infor CRM v8.3 Web Model Update 03. Folks, this¬†was not just your run of the mill release! Infor is including Ming.le in this release! ¬†Infor Ming.le is¬†an intelligent portal to Infor CRM‚ÄĒestablishing a common workflow and organizing conversations into enterprise-wide streams where employees can share key screens, data, and attachments in a way that saves time and focuses attention when and where it‚Äôs needed most.¬†Update 03¬†is currently available from Xtreme Portal in the¬†Download Patches section.

The following information is from the “Applying Web Model Update 03 for¬†Version 8.3”¬†publication by Infor.

Prerequisites
The following Infor CRM software must be installed before installing this update:

  • Infor CRM version 8.3
  • 8.3 SNC Update 03
  • 8.3 Web Core Update 03

Currently, Web Model Updates are cumulative, so Web Model Update 03 for Infor CRM 8.3 contains features released in previous updates. Web Model Update 03 for Infor CRM version 8.3 includes the following new features:

Web Client

Integration with Infor Ming.le including:

  • Sharing records and notes and history items
  • Creating and managing bookmarks
  • Links in Infor Ming.le that link to Infor CRM
  • Adding Infor CRM Dashboard widgets in Infor Ming.le

Also included are:

  • System of record support for Inbound Process BODS to create or update Infor CRM content.
  • Addition of Discount Charge Item entity properties for Sales Order and Quotes line levels –
    DocUnitAdjustmentAmount, UnitAdjustmentAmount, and Method.

For more information about integrating Infor CRM with Infor Ming.le, see KB 1853014, available from Infor Xtreme www.inforxtreme.com.

The following is a list of Defects covered in this update:

Defect Description
8766 In the Campaign Targets tab, changes made to the Status are not saved.
9034 (ICBOE) If a sales order or quote product line is deleted in Infor CRM, the deletion must be included in Process BOD.
9704 (ICBOE) Finance Limit on Account is not populated for VISUAL.
9783 Fixed spelling errors in error messages.
10153 In a German environment with a Firefox browser, cannot type German characters into the User Lookup.
10205 In the Sales Order Snapshot, decimal values in the Discount Rate or Tax fields are automatically rounded up or down to the nearest integer.
10268 The sales order and quote line level views need to include the following Discount Charge Item entity properties, Calculation Method Code, Unit Adjustment Amount, Document Unit Adjustment Amount.
10484 Unable to assign a user or team to a new campaign task.
11056 In SpeedSearch if the headline link is for Activity the link is not active.
11128 After clicking Get Order Total or Refresh Prices in the Sales Order or Quote detail view, transaction amounts should be updated in Sales Order or Quote Snapshot.
11160 (ICBOE) When an account record is created or edited in Infor CRM and is promoted the Base Finance Limit field is not set to read only even though record is waiting with Sync Status= “Awaiting Acknowledgment”.
11234 When editing integration resources, such as contact, calendar, or tasks the dialog box is blank.
11248 The Sales Order detail view Get Order Total task is not working.
11252 Numerous filters on the same Entity can exceed browser limitations causing filters to not display for some groups.
11406 (ICBOE) The Price and Availability service should not generate user errors when the service is disabled.
11802 The Add Discount Charges dialog box has three new items to be added to the Web Client help.

 

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland CRM Users Group Events. If you need help upgrading to Infor CRM v8.3.0 or Mobile 3.4.0, let us know! We can assist in a minor capacity or provide all the technical heavy lifting.

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August 23rd, 2016 by

Mark PeroneIn my last article we took a journey to a company implementing new CRM software. Fast forward a few years and many of you have walked this next path we are wandering down. On this imaginary (or may be not so imaginary) trip you realize your managers are once again using spreadsheets to collect and analyze sales data and your users are frustrated with the amount and frequency of information they are required to provide. They are asked to use CRM and enter data into the many spreadsheets and email requests they receive from different departments.

This is the scene in the majority of CRM deployments. Why?

bigstock-Back-view-of-businessman-drawi-50087996

Fully developing a CRM Solution has 4 parts:
Strategy, People, Process and Technology
Once an organization gets a good sense of its people and assigns roles within the CRM implementation team, the next phase in the Balanced Scorecard Approach to Customer Relationship Management is a serious look at how the processes within the contributing departments line up. The majority of our focus helps organizations bridge gaps from where they are today, to where they want to be. Before we can truly get a solid return on investment, by streamlining work flow and making tasks easy to complete within a given job task silo, some observation is needed. Let’s talk about process orientation in The Simplesoft Solution.

Process: Activity to Progress
Fundamentally, CRM is a group of people processes captured in a familiar environment. By design, the CRM environment is acted on by multiple perspectives such as Marketing , Sales, Customer Service and Accounting. The successful CRM driven organization will take a comprehensive inventory of what happens in a sequential order. This allows a company to capture activity that supports progress.

First Steps: Know the strengths and weaknesses of your workforce. Once you decide who is going to be in your work groups and an impromptu assembly line starts to establish itself. Aligning people by job task for practical efficiency isn’t the simplest of change management exercises, but it is the most effective way to evolve progress without squandered activity. By assigning people similar duties, each person should start to depend on the information presented by the person preceding their job task. This creates a natural course of accountability and helps you stay more focused on comparative job task analysis.

You might consider outside help with the breakdown of organizational activity to guide process orientation. Because our products have intelligent flexibility native to their functional workflow, nearly any company can adapt current workflow into our software solutions. Built into our software suite is the unique perspective of the user from varying organizational silo’s accessing our solution. The Simplesoft Solution is positioned to leverage the activity of your company from the top down or bottom up.

What this means to you: System use for every representative level in your organizational hierarchy is provided a place at the enterprise software table. We have high level big data visibility down to work in progress insights to orient standard users on predetermined key performance indicator dashboards. Many of our clients have found the starting point for CRM implementation is mapping out organizational processes.

Mapping out your process
What pain points in your business processes does Infor CRM need to fix? (Defined Progress)
We recommend mapping out the flow of each step in your current organizational processes to help define how they will be managed in Infor CRM. This presents a collaborative opportunity to gain clarity on how well your processes are currently working. Additionally, your group will identify how Infor CRM can improve efficiency, often by removing duplication of effort and applying greater process automation. Simplesoft can provide a wealth of expertise to support re-engineered work-flow by utilizing Infor CRM functions to elegantly organize and achieve your defined goals.

Look for more articles in our series ‚ÄúThe Rear View Mirror‚ÄĚ and learn more ways to improve CRM adoption from Simplesoft Solutions. We will focus future articles on each pillar of Strategy, People, Processes, and Technology.

If you need help upgrading to Infor CRM v8.3.0 or Mobile 3.4.0, let us know! We can assist in a minor capacity or provide all the technical heavy lifting.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland CRM Users Group Events.

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August 16th, 2016 by

Simplesoft Logo    Infor CRM has released update set 03 for Infor CRM(Saleslogix) v8.2.0.

Update 03 for Infor CRM version 8.2.0 includes the released new features:

Web Client

  • Outlook sync and the Outlook Integration features that were previously included with Desktop Integration have been moved to Infor CRM Xbar for Microsoft Outlook. This requires Xbar version 1.3.1 or later.
  • Creating an ad hoc group with a large number of records now uses the Job Manager.
  • Improvements to Reporting performance.
  • When importing a list of contacts, an account will be created if the import record does not contain any account information
  • Features for Administrators and those with appropriate role access:
  • Ability to edit fields
  • Ability to update multiple fields for multiple records, including the ability to update the account manager or account owner after an import
  • Ability to delete multiple records
  • Import History Detail view has a link to the import ad hoc group that contains the records that were successfully imported
  • Features for Administrators and those with appropriate role access:
  • Filter Manager is now Entity Manager which enables the management of entity filters, metrics, and fields
  • Ability to add fields
  • Area/Category/Issue management including ability to manage auto assignment
  • The Language list now includes English (UK)

Application Architect

  • Ability to change the ad hoc group number of record threshold
  • To support meta data discovery, the Data Type field was changed from text to a picklist

*Currently, updates to Infor CRM(Saleslogix) v8.2.0  are cumulative and contain all preceding updates. Update 03 is currently available from Xtreme Portal in the Download Patches section.

Summary of the update:

Defect  Description
INFORCRM
-9706 In a Russian environment, the auto-populate feature of a combo box translates certain Russian characters incorrectly and returns the wrong items for the lookup.
-9749 Using the IN Condition as the first condition in a Query Builder query causes all other condition values to be corrupted when saved.
-9750 Cyrillic characters in the Owner field are corrupted when exporting records to Microsoft Excel.
-9963 Team Names that contain Cyrillic characters are corrupted in the Share Team view.
-9964 Cyrillic characters in the User Template name are corrupted.
-9965 An error occurs when exporting a group to Excel if the Group name contains Cyrillic characters.
-10110 In a Russian Windows client, the context menu for editing the description of a product contains corrupted characters.
-10111 In a Russian Windows Client, the tooltips contain corrupted characters.
-10112 In the Architect, if a plugin is released to a team with a name that contains Cyrillic characters the team name on the Release Plugin details view will contain corrupted characters.
-10115 ActivityAttendee and HistoryAttendee records are not synchronized between host and remote databases.
-10152 In the Architect, project names that contain extended character sets display corrupted characters.
-10222 In a Russian Windows client, when importing leads, the “Show all Fields” label and “Unmatch” button text are truncated.
-10223 In a Russian Windows client, the Opportunity Add Product dialog box contains truncated buttons and labels.
-10226 In a Russian Windows client, when creating a new contact/account, the Look for Matching Records button text is larger than the button.
-10233 In a Russian Windows client the Share Group dialog box contains corrupted and overlapping characters.
-10234 In a Russian Windows client the Account detail view Notes/History tab contains truncated labels.
-10376 In a Russian Architect the Reopen Project list contains corrupted characters.
-10393 If the Display Name of a field is changed to Cyrillic it will initially display correctly in Administrator. However when the field is then added to a Mail Merge Template the Cyrillic text is corrupted.
-10442 In a Russian Windows client the Query Builder does not correctly display Russian characters in the title or the group name.
-10443 In a Russian Windows client the Contact lookup contains corrupted characters.
-9983 Dragging an e-mail from Microsoft Outlook and dropping it on a Notes/History tab records the history item with the current date and time instead of the original date and time.
-9984 During Daylight Saving Time recurring activities start date is an hour later than it is scheduled to start.
-10060 Update Potential Matches will not return accounts with an account name that contains a single number, spaces, or several small words.
-10164 When a custom ticket group that contains the TICKETASSIGNLIST field as a condition is shared to Everyone, any user other than Admin will receive an error when viewing the group.
-10180 When performing a Ticket Lookup based on the CreateUser, the lookup will only return up to 100 named users.
-10297 The Web Client does not load properly when using the Chrome version 51 browser.
-10445 When the Ticket detail view Journal tab is in the More Tab and the More tabs is dragged to middle pane, the Journal tab overlaps the other tabs.
-10446 If the First Day of the Week is set to Monday and an activity is scheduled for a Sunday which is the 8th day of the month, the activity will not display on the Calendar.
-10453 When a new account entity is created for a back office extension, it should not add APPIDs in the SyncDigest table.
-10780 Update Potential Matches only checks the first word in some fields.
-10862 The Upper method in QueryOver queries bypasses indexes in non-Unicode databases.
-11059 Update Potential Matches does not return any results for converted leads.
-5596 Address.Address.entitytype.xml file needs to be added to the 8.2 Model update documents.
-10156 The next_url query string parameter used as the location for a redirect response is now being transferred between the pages using session state to address a potential security risk.
-10688 Export to File does not apply GMT/UTC formatting to Date/Time fields.

 

Update 02 Fixed Issues:

Prerequisite: No prerequisites except a currently working Infor CRM v8.2.0 environment.

Defect  Description
INFORCRM
-6573 An access violation in the Crystal Reports crdb_ado.dll library may cause a crash in INFORCRM-8832 The Crystal Reports API is not exposed.
-8845 Web Client Address Labels do not print in the correct format.
-8862 Cutting a remote database causes problems with dependent views.
-8863 If duplicate view names were retrieved when cutting a remote database an error occurs when the views are applied to the remote database.
-8865 The Admin.exe should create a log file when cutting a remote database.
-8867 The database creation process should identify views with dependencies.
-8876 An error occurs if a sales process includes a to-do activity with an ampersand in the Regarding field.
-8955 Crystal Reports performance slowed between versions 7.5.4 and 8.1.
-9598 MemCache is required for Network Remote to successfully connect to Sdata portal.
-9854 Strings with extended characters cannot be found in Advanced lookup.
-4348 Administrator does not show users that are logged into the Web client when using Windows Authentication.
-4808 In the Application Architect, SQL actions containing <> characters are corrupted when creating a bundle.
-5484 In the Web client, the group conditions “starts with” and “contains” are not handled correctly
-6272 The Web Analytics Support bundle for Infor CRM Advanced Analytics v3.0 fails to build after applying Update 01 for v8.2.
-6407 When completing an activity any people added to the Availability tab (including leader) are not added to HistoryAttendee table so they do not show on All Participants tab of History record.
-6412 An error occur after going to the ad hoc group created for an import of contacts.
-6541 When trying to delete an account associated with an opportunity that has an associated activity a server request timed out error occurs.
-7146 When signing in fails due to a license failure that information should be added to the user auditlog.
-7197 Trying to insert a new ticket in a Windows Authentication enabled environment causes the error “Could not initialize proxy ‚Äď no session”.
-7426 The SimpleAtomToEntityMappings.Transform() method does not allow for null or empty email addresses for contacts or leads which may lead to a crash of the ASP.NET worker process.
-7829 When using the German-Switzerland (de-ch) cultural code currency controls do not accept decimal values correctly.
-7986 After assigning a role to a smart part on a view, the smart part is hidden for the role.
-8179 Unable to login to Mobile 3.4 as a user when using a local file system.
-8320 When creating new notes and activities, the Account lookup displays and stores special characters in an account name as character references.
-8819 The Cache Service may cause incorrect counts and returns in Customer Portal.
-8829 When opening Mapquest from the Web client a Page 404 error occurs.
-8836 Group column properties have different formats in the Web and Windows clients.
-8838 In the Web Client Ticket detail view, the Reset button clears two fields in the Details tab view when using an Internet Explorer browser.
-8843 In the Application Architect, using a module to show or hide tabs no longer functions as you scroll through the group after applying 8.1 Core Update 05 or later.
-8844 When running reports there is DateTime related error for both the ATTACHMENT and HISTORY tables.
-8851 The ActivityManager.aspx has a memory leak.
-8854 After dragging and dropping an email on to the Ticket Activity tab, the email header information is not stored in the TICKETACTIVITY table.
8855 Adding Date or DateTime values to a Crystal Report header return incorrect values.
-8856 Calling MySlx.Security.CurrentSalesLogixUser may lead to an NHibernate.LazyInitializationException if a lazily loaded User property is accessed
-8858 Filters do not return results when a group contains a startdate in the layout.
-8860 If a date/time field is left blank, the Calendar date/time control uses server time instead of client time.
-8861 The Ticket Activity tab does not automatically refresh after dragging and dropping an emails to the tab.
-8864 DateTime controls display the wrong time when the server and client machine have different time zone settings.
-8866 Performance is slower when Windows Authentication rather than Forms Authentication is enabled.
-8868 In an Oracle 11g environment the Return Distinct Row Only causes HTTP:500 error when selecting filters in the task pane.
-8870 When accessing an offline Web Client with Turkish regional settings an error occurs.
-8872 Unable to log in to Application Architect using Turkish Regional Settings.
-8878 User Security does not always update properly when changing Department or Team Membership from the Web client.
-8935 Creating an ad hoc group with more than 10000 records does not include all selected records.
-8955 Crystal Reports performance slowed between versions 7.5.4 and 8.1.
-8962 When you complete an unscheduled activity, changing the opportunity or ticket should not change the existing contact or account.
-8966 An error occurs when attempting to close a ticket that was created in a Windows Authentication environment.
-8971 Switching between contact records in the Contact Detail view and saving changes before the record fully loads may result in contact data being overwritten.
-9548 Update Developer Tips and Application Architect with steps for setting Ad Hoc record threshhold.
-6572 An OutOfMemoryException may occur when large reports are run frequently in either the Job Service or the SlxClient portal.
-8807 The Office Integration install must detect if a previous version of Desktop Integration is installed and then uninstall it.
-8820 Unable to sort Lookup columns after applying 8.2. Update 01.
-8826 The Web Client Office Integration is now separate from Outlook Integration.
-8828 Remove the Install Desktop integration from sign in page and General options screen. Replace the options in the General tab with Office Integration and XBar install buttons.
-8840 Users added to a custom Library role may not able to see additional Library controls in the Web Client .
-8857 In a Windows Authentication environment, the Ticket Detail view Email Ticket button is unresponsive.
-8859 In a Windows Authentication environment, the Ticket Detail view Date/Time stamp does not work.
-8877 The Contract Quantity field does not allow decimals, which are allowed in the Windows Client.

We recommend and encourage you to review the update documents to keep abreast of all defects and issues that have been corrected. Contact Simplesoft Solutions to discuss an upgrade for Infor CRM (Saleslogix), and to review any new features or updates with your version of Infor CRM (Saleslogix).

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions. Also, if you would like to learn more tips, or have a CRM topic you would like us to write about, please contact Simplesoft Solutions, Inc. Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Users Group Events.

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March 9th, 2016 by

Customers and Infor Partners alike attended a demonstration of Infor CRM v8.3 yesterday. Kevin Draggoo, Infor CRM Product Manager, announced the March release date of Infor CRM v8.3. He estimated March 18th but committed to the end of March. This version is packed with new features. Being a long time trainer of Saleslogix (Infor CRM) I get to hear feature requests first hand and some of the new enhancements in v8.3 have been on customer’s wish lists for many years. I thought I would provide a quick review for those who didn’t get to attend:

Import Engine – Infor CRM v8.3 provides the ability to import into Tickets, Accounts, Contacts, Leads, Users, Lead Sources, Opportunities, and Products. It will also contain the ability to do Bulk Updates to records. The fields are configurable through the Web Admin for each of the tables mentioned above. This has been a highly requested feature.

Notes/History Preview – The Notes/History tab will now display multiple lines of History with the details moved below the item rather than on the right side. It will preview 256 characters of text from the history record below the detail, with an option to ‘Show More…’ and see additional content. There will also be a Show/Hide feature.

Sales Orders and Quotes РQuotes have been separated from Sales Orders and are now their own entity. This was done to further connect CRM to ERP Back Office Integration. The Quote to Cash Cycle now includes Opportunity, Quote, Create Proposal, and Promote to Sales Order.

Back Office Extension – The Back Office Extension for ERP Integration is now a part of the core Infor CRM solution. The two-way integration includes Account/Contact, Ship To, Pay From, and Bill To. All two-way integrations will go through a certification process by the Infor ERP business groups.

Mobile – Mobile v3.4 will be released for v8.3 and will not be backwards compatible with other versions of Infor CRM. Offline Access is a huge benefit of this release of Mobile. It will also include the Quote to Order cycle with workflow for promoting items to ERP.

Xbar – Xbar v1.3 includes single install for Outlook Integration and Xbar. You can now associate Tickets and Opportunities to Activities. You can now complete an appointment in Outlook along with accessing details from Calendar items.

Performance Gains and Compatibility – Infor and Customer testing showing 85% faster view loads than v8.1 and most pages are loading in half the time of v8.1. Kevin from Infor said the speed was reflective of Saleslogix v7.54 days. Infor CRM v8.3 is also compatible with Windows 10, Microsoft 2016, and Windows 10 Edge Browser.

Web Admin – Even more admin functions have been moved from the LAN Administrator to the Web. This version includes things like Licenses, Customer Service Defaults, and Ticket and Defect Activity Rates.

Finally, the dates and location for Inforum 2016 were announced. Inforum 2016 will be in NYC from July 10 – 13th. You can register at Inforum2016.com and get early,early bird special which ends on March 24th.

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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February 18th, 2016 by

Dear Paul,

I understand synchronization is not a predominate deployment method for Infor CRM today, but our company still uses it. I am a new administrator and I wondered if you can provide an overview of synchronization? Can you also show me how to  tell the last time a user synchronized?

Yes of Course. Sync in general is a topic that takes quite a while to explain, and even more time to fully understand, so I will try my best to be thorough but concise. From an end user’s perspective, it is easy and that is the most important part.¬† In the Administrator, there are 2 dates that will be pertinent to the remote users. They are the ‚ÄėLast Send Date‚Äô and ‚ÄėLast Apply Date‚Äô. The ‚ÄėLast Send Date‚Äô is the last time the Sync Server sent files to the remote user. For the most part, this date should be fairly regular as files are sent to the remotes every sync cycle during the work day, depending on how this is configured. TEF files are sent to most (if not all) users when changes are made. The ‚ÄėLast Apply Date‚Äô is when the remote user sends files back to the HOST database. This date can vary more widely as it only gets updated when the remote user has files (made changes) to apply.¬† If the remote users are working inside of Saleslogix and syncing regularly, this date should be within the last few days.

There are a couple of tools that we have in place to automatically monitor the Sync Service that we¬† have modified from a partner¬†source. Notably a Windows Script that works well with Exchange server. There is a built-in Saleslogix tool called ‚ÄėSync Monitor Console‚Äô that you can open and view the status of the Sync process.¬† Let me start out with the built in tool.

1.¬†¬†¬†¬† The ‚ÄėSync Monitor‚Äô provides you with a GUI interface to see what the Sync Service is doing, and the date/time of the ¬†next scheduled¬†process job¬†along with historical jobs. It provides you with the window to make sure things are moving correctly. It is more of “pull” the status type of tool or specifically where you need to open the tool to check the status.¬† It is a good tool, but more reactive.

2.¬†¬†¬†¬† Simplesoft has built a couple of tools that allow you to monitor the Sync Service a bit more closely than just opening up a GUI interface.¬† Our tools are sent¬†by e-mail and come to you as a “push”. The first tool we have is our ‚ÄúSync Report‚Äô which provides you an e-mail on a scheduled basis telling you which users are syncing (and which are not) along with some vital information about the health of your Sync Server. I have attached a screen shot of ours from this morning.

Additionally, we have developed ¬†a scheduled job that has thresholds built in to allow you to tell when the Sync Service has stopped. I don‚Äôt have an example of that one to share, but it fires off an e-mail basically telling you ¬†‚ÄėThe Sync Server has not sent files in X period of time‚Äô. Both of our tools are built off the database tables used for the sync process and are set up through a Windows task scheduler and sends e-mail alerts. We recommend using a distribution group for the e-mail.

With the tools mentioned above, an Administrator can tell fairly quickly when there is an issue with the processes that run the synchronization engine. When  the operational  monitoring tools are put into place, corrections can be made before it becomes a bigger issue. You would then be working in proactive mode more rather than reactive mode.

We can help you to configure the Administrator to review the dates a little better by turning columns ‚Äúon‚ÄĚ for visual review. We can also help you implement the monitoring tools to see the process via e-mail.

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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February 2nd, 2016 by

Installation Secrets from the Pros at Simplesoft
by Paul Hansford

Over the last few years, installations of Infor CRM have been shifting from On-premise into the operating cost bucket (CAPEX to OPEX). We do see more new deployments launched in the Cloud (SaaS ‚Äď Software as a Service) than ever before. However, this trend is not universal to all customers because on premise has not gone away.¬† Infor CRM is one of the few solutions available in both On-premise and Cloud. Infor CRM is flexible and with its single tenancy model in the Cloud, a database can be moved either direction. One strong advantage to the On-premise story is that integration is a bit easier behind the firewall.

At Simplesoft our deployment pros have installed Infor CRM in many different ways including DMZ, with various proxies, Windows Authentication, and security ports like SSL for encryption and even with front end servers for the load balancing of web servers, etc.  Bottom line:  We find ways to make the Infor CRM installation work successfully and can think outside the box.

Today’s article provides some tips and hints to prepare for a successful On-premise installation.

1. Prepare the hardware platform / provision the servers

Starting with the compatibility guide, a customer can get a feel for the hardware needs, operating systems, and database editions and versions for the latest editions of Infor CRM.  There are many factors that make up the final configuration recommendations.  For example, the number of users can have a huge impact on how many servers are required for high demand setups or even how much data and which technologies need integrated.

2. Download the software needed and have the licenses ready

Infor offers a great portal for the management of items like licenses, software, patches, knowledgebase articles, and how to references via documentation.  The software and patches can be downloaded from the Xtreme Portal for installation.  The exact files and steps will depend on the version of Infor CRM that is needed.  We are happy to guide customers in all aspects of the software.

3. Prepare for the configurations

Here are few of the basics that need to be prepared before the installation to maximize the results:

  • Service users setup and reviewed
  • SQL Native client software installed on non-database servers
  • Turn off windows firewall, UAC, ESC settings with exceptions configured (for various connectivity and security)

These steps will help avoid issues in the installation process.

4. Consider the prerequisites

With each version of any software there are various components that, when installed properly, make the general software install go smoother and reduce waiting time.

  • Install the software required for the various components of Infor CRM like web services
  • Install the software for testing features (browsers, PDF readers, and installer software)
  • See the implementation guide for the exact details for the latest version.

5. Installation and configuration

The installation varies for the version of the software and how many servers are needed for a particular configuration or security requirements.   A 200 user setup is different than a 10 user setup.  We are experienced at many complex configurations.

6. QA the results

Follow the standard Simplesoft quality checks to ensure the software is installed, services running, and features configured properly for optimized results.

With any enterprise tool there are potential pitfalls with the preparation and installation steps.  With the guidance of Simplesoft Solutions, you can avoid a long deployment cycle and will have your users in the tool faster than without us.  Take our tips into consideration for long term success and getting things installed right from the beginning.

Mentally, the only players who survive in the pros are the ones able to manage all their responsibilities.
-Tom Brady

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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January 18th, 2016 by

Dear Paul,

Is there a practical way to use active directory for creating user profiles in Infor CRM (Saleslogix) for my on-premise deployment?

Absolutely, thanks for asking!  Remember you can always reference the Help files, but please find the step-by-step instructions below.

Overview

The ability to login and use Infor CRM is determined by user profile in the Web Client.¬† There are additional actions that are determined by roles. You can create any number of users to Infor CRM if you have at least one concurrent license type added.¬† Typical users are setup with a Network license type.¬† With an ‚Äúon premise‚ÄĚ deployment, the most effective way to create a user profile is using the LAN Administrator and using the Windows import option using a template at the same time.¬† This allows the employee information to come from Windows AD settings and the rest of the tabs are set by a template setting.¬† Lastly, add the appropriate role to the user profile in the web client.

Scenario

One of the best practices for settings up users is to setup the user via the LAN Administrator. In this how-to document we will outline the steps to create a user profile to provide individuals who should have access to Infor CRM the access they need to get started.

Assumptions:  Windows Active directory users are accessible with employee information, licenses are available, template is setup, and administrative login credentials are available to the Administrator and Web client.

Overview Steps

Use the following steps to complete the setup confirmation:

  • Login to the server with the LAN Administrator.
  • Create the new user or users.
  • Confirm the tab settings.
  • Login to the Web Client.
  • Add Standard User role to user profile.
  • Test the user Access.
  • Share the results to the end user(s).

Detail Steps

Login to the server with the LAN Administrator.

  1. Connect RDP to the server with the LAN administrator installed.
  2. Login to the Administrator as admin user.

Create the new user or users.

  1. Select the Users icon on the right navigation.
  2. From the menu, Insert | Import Users -> From Windows…
  3. In the Search For area, type the name for setup
  4. Select the user Type option
  5. Select the template
  6. Uncheck Use Windows Authentication
  7. Select Create user(s) icon
  8. Choose OK

Confirm the tab settings.

  1. In the list of users, double click the user profile
  2. Select the Client System tab
  3. Confirm the Default Owner settings.
  4. Review the employee settings.

Login to the Web Client.

  1. Open Firefox and go to the URL of the web client.
  2. Login as the admin user.

Add Standard User role to user profile.

  1. Select administration.
  2. Select Roles.
  3. Select Standard User role.
  4. Select the ‚Äė+‚Äô icon to search for new user profile added.
  5. Add the new users to the Standard User roles.
  6. Select the Save icon to confirm the changes are saved.

Test the user Access.

  1. Login as the newly created user.
  2. Confirm the access to the menus and buttons on detail screens.
  3. Select Sales on the navigation.
  4. Confirm items include (Accounts, Contacts, Leads etc.) to confirm the typical Standard user access.

Share the results to the end user(s).

  1. Communicate to the end users and let them know that they have the ability to login and perform their routine sales, marketing, and support actions.

This is the best practice to create a standard user for a situation in which the business administrator has access to both the LAN Administrator and the web administrator access for setting up new users.  Additional considerations may need to be factored for custom configurations or differences in versions/releases over time.

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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January 5th, 2016 by

I am looking forward to 2016 as I look back to positive strides that Infor has made to the Infor CRM product stack.  I thought I would mention a few highlights as we begin 2016.

1. Mobile continues to be a cutting edge toolset for Ipad, Iphone, and Android.

2. Purpose built applications (PBA) will continue to be improved and have international capabilities.

– Xbar
– Gmail
– Outlook Sync

3. Browser compatibility continues to keep up and improve.

4. Web client continues to be improved and refreshed with Infor’s Hook and Loop designs.

5. Infor CRM v8.2.x LAN client is stable and the v8.3 release is around the corner.

6. Cloud continues to expand offerings (from Single tenant models to multi-tenant) to lower the entry points.

7. Integrations are becoming more available with ION and Sdata for the Infor ERP offerings and other Accounting systems.

8. Tools to help automation tuning and performance of Windows components.

9. Released and updated Advanced Analytics for metrics visibility and decision making.

So here is to 2016 and the positive changes that Infor will continue to bring to our customer base. As we begin to look forward here are a few items I believe are on the horizon with Infor CRM:

– The strategic emphasis on micro vertical markets and industry solutions.
– Game-changing interface improvements for user adoption.
– More purpose built applications and tools for improved productivity.
– Deeper integration with Infor product stacks.
– ERP, CPQ, Ming.le integrations.

Attend the Q1 Heartland Users Group Meeting on Tuesday, January 12th and learn more about Infor CRM for 2016! Click to register – Planning for an Agile Enterprise with Infor CRM.

The best thing about the future is that it comes one day at a time.

– Abraham Lincoln

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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December 28th, 2015 by

A quick note on issues with Microsoft Office 2016 and Infor CRM…

Microsoft recently released Office (365) 2016 to all eligible users in September of this year. ¬†As of the publishing of this article, the compatibility of Office (365) 2016 and Infor CRM (formerly Saleslogix) has NOT been approved (what is called qualified for support). Please refer to the latest Infor CRM Compatibility Guide for all compatibility questions. ¬†It is our recommendation that you do not upgrade until Infor has approved compatibility certification as we have already seen some breaking items with the Outlook Integration and launching Outlook from the LAN and WEB client. ¬†Even after uninstalling and re-installing to an earlier version of Microsoft Office there have been some issues. ¬†If you are currently using a Microsoft 365 product, as Microsoft has the ability to upgrade without a user’s permission based on settings within the 365 package, it is recommended that you review your settings for automatic download of updates to ensure that you do not accidentally upgrade.

Microsoft is gearing their products to operate solely from the cloud, as is the Microsoft Office 365 product currently released.  This change in direction for the Microsoft Office product has a ripple affect with other programs that integrate closely.  Infor CRM is one of them. Rumor mills have been whispering that Microsoft is pushing the cloud applications rather than desktop versions; if the rumor mills are accurate, we may be seeing the last of the desktop versions.

While researching the new Office product, I found that the desktop versions for business use are still offered by Microsoft. Office 2016 Professional Plus for enterprise licensing, Office 365 Business, Office 365¬†Business Premium, and Office 365 Enterprise E3. ¬†Although integration with Outlook 2016 has not been tested with the Infor CRM client, both LAN and WEB rely on the actual desktop version of Office to be installed. It is required to trigger the program launch during certain tasks, like generating emails, mail merge, template, etc. ¬† For best compatibility, the desktop versions of Office will have a better chance of working with the Infor CRM client’s current design.

Infor CRM is aware of the change to the Microsoft Office software and will determine compatibility as they test the changes necessary to utilize the Office 365 platform; desktop and cloud version.  Infor is currently working on compatibility with Microsoft Office (365) 2016  and has tentatively set the update to be released with Infor CRM v8.3.0 in February 2016.  We will keep you informed as we hear updates.

In the meantime, if you a prompted for an update to Microsoft Office (365) 2016 … Don’t Do It… At least not yet anyway!

If you have any questions on this issue, please contact support@simplesoft.net

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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June 9th, 2015 by

Infor CRM v8.2 has been released and is now available through the Infor Xtreme Support Portal. The newest release contains many enhancements to usability options and administrative functionality. We are pleased to see so many features our customers have been requesting such as a more accessible Account/Contact import tool and better group management. Take a look for yourself by viewing the¬†recorded webinar demonstration of Infor CRM v8.2 –¬†click here.

Below is a summary of the key features in this release:

  • Enriched user interface styling and behaviors with adjusted text boxes, grids, navigation menu and personalization options
  • New import tools for contacts and accounts using CSV, Outlook, and other delimited file formats with configurable field mapping
  • Ways to create new filters and new metrics via Web Admin roles so you don‚Äôt have to rely on Application Architect (shown below)
  • Self-Service portal which allows users to request password resets
  • LAN has been Infor CRM branded

The new Filter Manager (shown below) allows admin users to release more filters and metrics used on the built in Web Dashboards through the Admin Client interface rather than Application Architect.

If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions.

Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events.

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Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC

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