Company -> Blog...
September 20th, 2016 by Janetta
![]()
The following information is from the “Applying Web Model Update 03 for Version 8.3” publication by Infor. Prerequisites
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:
Also included are:
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:
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. Comments Off on Infor CRM v8.3 Web Model Update 03 Released
August 23rd, 2016 by Mark E. Perone
![]()
This is the scene in the majority of CRM deployments. Why? Fully developing a CRM Solution has 4 parts:
Process: Activity to 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 Look for more articles in our series “The Rear View Mirror” 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. Comments Off on CRM User Adoption with Business Processes in the Rear View Mirror
August 16th, 2016 by Teri Unger
![]()
Update 03 for Infor CRM version 8.2.0 includes the released new features: Web Client
Application Architect
*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:
Update 02 Fixed Issues: Prerequisite: No prerequisites except a currently working Infor CRM v8.2.0 environment.
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. Dayton/Cincinnati, OH | Charleston, WV | Charlotte, NC Comments Off on Infor CRM v8.2.0 Update 03 Has been Released
February 18th, 2016 by 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 ‘Last Send Date’ and ‘Last Apply Date’. The ‘Last Send Date’ 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 ‘Last Apply Date’ 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 ‘Sync Monitor Console’ that you can open and view the status of the Sync process. Let me start out with the built in tool. 1. The ‘Sync Monitor’ 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 “Sync Report’ 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’t have an example of that one to share, but it fires off an e-mail basically telling you ‘The Sync Server has not sent files in X period of time’. 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 “on” 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. Comments Off on Infor CRM (Saleslogix) Synchronization Monitoring Overview
February 2nd, 2016 by Paul
![]()
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 – 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:
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.
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. 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. Comments Off on 6 Tips for a Successful On-Premise Launch of Infor CRM
January 5th, 2016 by Paul
![]() 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 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. 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. Comments Off on Infor has Made Positive Strides for Infor CRM in 2015
December 28th, 2015 by Teri Unger
![]()
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. Comments Off on Infor CRM and Microsoft Office 2016
June 9th, 2015 by Janetta
![]()
Below is a summary of the key features in this release:
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. Comments Off on Infor CRM v8.2 (Saleslogix) Now Available on Infor Xtreme Support Portal
|
SEARCH BLOGS
RECENT BLOG POSTS
ARCHIVES
TOPICS
- Spreading the News (208)
- Managing Common Administrative Tasks (38)
- Enhancing Deployment (35)
- Reviewing Tips and Tricks (35)
- Improving Skills and Usage (30)
- Saleslogix updates (25)
- Exploring CRM Strategy (23)
- Optimizing Configuration (17)
- Infor CRM What's New (14)
- Refining Data Management (12)
- Streamlining System Platforms (11)
- Infor CRM update (11)