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Faster and more capable Infor CRM

The most current version is 8.4 released in early 2014. 

Visit here if you are interested in what 8.4 solves and provides


So you want faster performance?  What 8.3 provides over prior versions.

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This latest version became available April 2016 and can be obtained from your account on the Infor CRM Xtreme portal. Also contact your Infor CRM partner before installing.  Review the Client Guides and Installation Guide PDFs shown in the right middle panel.

Most useful for all users:

Large set of productivity and relationship building improvements in the Infor CRM Xbar for Microsoft Outlook including:
  • Ability to Edit and update a Ticket's area, category and issue from the member panel. Xbar_-_Area-Category-Issue_of_a_Ticket.jpg XBar-Member-Ticket-Editing-ACI.jpg

  • Note: Outlook Sync and Outlook Integration features that were previously included with Desktop Integration have been moved to Xbar.

  • Scheduling Activities now has ability to easily link to information in Infor CRM and keep a richer set of communications automatically inside Infor CRM.

    • Each activity can now be quickly linked so there are no orphans or unassociated Outlook activities.  Schedule_Activity_and_link_to_Infor_CRM_easiily.jpg

    • Then when the activity is completed it can be easily done while in Outlook, thus updating Infor all at once, dynamically.
    • Clicking on any of the hyper-links in the "Details" section will show a mini view of information directly from Infor CRM.Scheduling-hyperlinked-CRM-detail-view.jpg

    • You can also link the Outlook activity to related entities such as other people, accounts, opportunities, tickets, users, etc. to build a richer history of the interactions and relationships.  This is like the multiple attendee ability found in Infor CRM 8.2

      Schedule_activity-related_people.jpg

 

  • Microsoft Outlook does not have the ability to define an activity by type like CRM.  Now each Outlook activity can be linked to CRM as a meeting, To Do, Personal event.

  • Activities can be completed in Outlook directly and will make the needed change in CRM for the completed activity to be moved into history.  This saves time and improves the quality of the activity history information recorded.  (Microsoft Outlook does not have the concept of 'completing' an activity.  It is just assumed it was done, but now you can indicate that the activity was attended.)

  • Ability to control the amount of information you will see on a Member Card. 

    •  Set the number of member cards to display for emails with lots of email addresses

    • Use a Opportunity group and a Ticket Group to narrow the results shown on the member card- helpful to only show information that you care to see.Xbar-Settings-Member-View.jpg

 

Enhanced viewing and management of Activities and History lists

  • Notes/History, Activities and Ticket Activities tabs preview now displays up to 256 characters below the record instead of in a separate panel to the right as in previous releases. 

  • The Show/Hide Preview button allows the user to show or hide the preview data with one clickHistory_show-hide_memo.jpg

More responsive middle panel

  • The user defined detail view middle section is now responsive to the number of records available to display.  The grid displays a maximum number of rows and provides a way to scroll to view more.

 

New user options

  • Ability to enable the Username/Time Stamp button to add your name, the date and time to memo boxes (when turned on by the Administrator).  This is helpful to add quick information to those long memos and identify who made the update.

 

Social - new integration with Infor Ming.le enables single sign-on and running Infor CRM within the Ming.le framework.

 

Over 180 Added and updated Help Topics  

  • Now the help system can be pointed at the Infor CRM web site or at your internal system (as was done previously)

 

You can use the latest Microsoft Technology Releases 

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Most useful to people who do Quoting and even CPQ:

  • Infor 8.3 allows various workflow from an Opportunity to the eventual order.

Opportunity_to_Order_options.png

  • Improved quote and sales order processes have been separated quotes from sales orders

    • Ability to add a quote or sales order from an opportunity, including any products.

    • Ability to add and manage quotes, including converting a quote to a sales order or generating a proposal.

    • New Quote tab on the Account and Opportunity detail views.

  • Infor Configure Price Quote (CPQ) is now integrated with Sales Orders, Quotes and Opportunities in the Web client.  CPQ provides web users with an image-driven interface for building to customer requirements.

 CPQ-_Configure_Products.png

 


Most useful for administrators:

  • Import accounts, opportunities, leads, users, ticket, lead sources, and products (from Common Tasks)Common_Tasks-Import.jpg

  • Copy user profile information to multiple users

  • Manage office profile information, including office hours, service and support options. password options, currency, help configuration, and licenses

  • Manage your base currency and country codes

  • Add or edit an entity

  • Add or edit relationships

  • Make entities and fields importable

  • Add and edit calculated fields

  • Ability to add a new pick list when adding a pick list field

  • Add and manage ticket activity rates

  • Add and manage defect activity rates

  • If a user is denied access because there are no remaining concurrent licenses available, the User Audit Additional Info column is updated to indicate that no valid concurrent licenses were available. (helpful to see is is obtain such errors with not enough concurrent license)

 

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Find out what was new in prior versions like 8.2

 


Watch Kevin Draggoo- Infor CRM Product Manager cover "Infor CRM 8.3 What's New" 

Infor 8.3 Kevin Draggoo overview

 

 


Updated Mobile 3.4

Additionally the new Mobile 3.4 client has user interface changes to color changes to match the web and cleaner formatting changes.  There are horizontal tabs for quick and natural access to extended detail and quick navigation improvements:

Mobile_3.4_account_detail.png

 


Free Download for Greater Business Success with CRM

Make CRM Stick   8 Ways to Increase CRM Adoption

 

Related Resources:

What was new in version 8.2 article....

Infor CRM - what is the latest news

Our 80 page What's new 8.0 to Infor CRM 8.1 2015 PDF

What's new in this release at Infor web site 

 

Topics:   Adaptable CRM Make your business work smarter Infor CRM CRM and ERP Integration Infor CRM Xbar Make CRM Stick Infor CRM 8.3 Infor 8.4

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