Understanding Email Integration
Email integration allows you to record emails from Microsoft Outlook as history items for the associated Infor CRM contact or lead.
Use email integration to:
- Record to Infor CRM History from your inbox or sent items.
- Save email attachments to Infor CRM.
- Use the Infor CRM Address book.
- Attach Infor CRM Library documents to e-mail messages.
- Attach an Infor CRM Contact vCard in email messages.
- You can also send an Infor CRM contact’s information in vCard format from Outlook.
Introducing Outlook Integration
Configuring Outlook Sync and Outlook Integration
