Build Success with Infor CRM Education

Additonally digital and printed "how to" documentation is available and readly accessible under the Library menu in the Infor CRM web client.

• Infor CRM 8.1 Update 05 (January 2015) Getting Started Guide (PDF)
• Infor CRM 8.2 Getting Started Implementation Guide (PDF)
• Infor CRM 8.3 Getting Started Guide (PDF)
• Infor CRM 8.3 Getting Started Implementation Guide (PDF)
• 2 page Quick reference guide
• OnLine Help for Infor CRM 8.3
  • Web client Online Help
  • CRM Database Online Help
  • Infor CRM 8.3 Getting Started Guide (PDF)
  • Infor CRM 8.3 Getting Started Implementation Guide (PDF)
    • 2 page Quick reference guide
    • Online Help for Infor CRM 8.3
    • Web client Online Help
    • CRM Database Online Help
    • Getting Started with the Infor CRM Web Client - links to commonly performed tasks
• Infor Upgrade Release Notes for v 8.4 Jan 2018

Infor CRM is the platform of choice for companies strategically focused on customer engagements.

Learn how Infor CRM can help your business build profitable relationships by increasing sales, improving marketing performance and higher rates of customer satisfaction and loyalty.

Watch the recorded webinar to see first-hand the powerful capabilities of Infor CRM that will allow you to:

• Getting the most from dashboards, analytics and reporting tools
• Experience the seamless integration between Outlook and CRM
• More effectively manage your contacts, accounts, leads, campaigns and opportunities
• Extend robust CRM functionality to mobile applications
• Enable service and support teams to quickly resolve customer issues

Shortcuts to:

• Using Infor CRM Xbar in Outlook at 7:38 mark
• Using Infor Mobile client at 32:30 mark

<<<<<<< Watch Video Now >>>>>>>

Infor CRM Overview in 17 minutes

Overview  Knowledge  Transfer

Infor CRM 8.3 - Sales Knowledge Transfer by Kevin Draggoo - Infor CRM Product Manager

Infor CRM 8.3 - What's new? Technology Knowledge Transfer - Kevin Draggoo 

Infor CRM Education Portal with available on line classes...   

Infor Campus Course Library, here

Select "Infor CRM" for Course name and type = "Online" or "Classroom" which are virtual, then press the magnifying glass for the list of courses.

• How to access online and classroom class options PDF
• Infor CRM education on Infor campus navigation PDF 

Paid Training (Both Certification and Non-Certification)

1. Go to http://www.infor.com/services/education/
2. Click “New User” under the login area.
3. Select “Customer” from the dropdown menu.
4. Enter your Xtreme login credentials or select I don’t have an Xtreme login. Selecting “I don’t have an Xtreme login” will redirect you to the registration page where you can obtain your login.

NOTE: Once you’ve obtained your login to the Education Campus you should return to the login screen and click on the video link above the login to see a brief video that will familiarize you with the navigation of the Campus. 

 Infor CRM Educational Classes link....

 Infor Campus Overview Tour

Quick Overview of Infor Campus

Click to download catalog

Available Free Training

1.  Login to https://www.inforxtreme.com
2. Select “knowledge Base” from the “Search” Dropdown menu
3. Expand “Advanced Articles Search Settings”
4. Select “Recorded Briefing” from the “Type” Dropdown menu.
5. In the Keywords field type “AL”.
6. Click “Search”.
7. Identify the training you would like to take and click on the subject of the article.
8. In the Knowledge article that opens click the “Attachments” Link (top left).
9. In the Window that opens click the icon with the red arrow in the Http column.
10. Once the items are downloaded you can view them from your Windows Downloads folder.

Training site issues: Call 877-772-4111, Option 3, Then Option 2 

ONLINE COMMUNITY / FORUM:

1. Login to https://www.inforxtreme.com
2. Select “user groups” from the “community” dropdown menu and the login page for the forms will open.
3. Follow the registration process to obtain your login. NOTE: Select CRM Other as the product
4. Once you’ve logged in click “Find a community”
5. Click the “Find a Community” button next to CRM.
6. Click “Request to Join” for the Infor CRM (Saleslogix) Community.
7. Select “My communities” from the Communities dropdown menu.
8. Enter the community of your choice

Or follow the links to YouTube videos from the Infor CRM (Saleslogix) Channel....