Installing Infor CRM Xbar for Microsoft Outlook

Outlook Integration features are now installed with Infor CRM Xbar for Microsoft Outlook.

The Infor CRM Xbar for Microsoft Outlook installation provides support for:

• Xbar
  • Access key contact information, activities and opportunities in Infor CRM from Outlook e-mail correspondence or calendar activities
  • Create new contacts, accounts and opportunities by dragging and dropping existing information from e-mail into the Xbar interface
  • Make changes to contact, calendar, and interaction history in Xbar that automatically updates within Infor CRM
    For more information about Xbar for Outlook features, please refer to the Xbar help. Click the icon to open the Global menu and access the help file.
• Outlook Integration
  • Record email messages to history
  • Integrate with the Microsoft Outlook Address Book
  • Drag and Drop E-mail from Microsoft Outlook
  • Send an Infor CRM contact's information in a vCard file format via e-mail
  • Attach documents from Infor CRM Library to a message in Outlook
• Infor CRM Activity Task Pane
• Using Outlook Synchronization allows you to synchronize:
  • Contacts
  • Calendar

To install Infor CRM Xbar for Microsoft Outlook from the Infor CRM Web Client

1. Infor CRM recommends closing Outlook.
2. Sign in to the Infor CRM Web Client.
3. On the Tools menu, click Options.
4. Click the General tab.
5. Click Install Xbar for Outlook.
6. If prompted, click Save File, go to your downloads location, and click the Infor CRM XBar Setup.exe.
7. If prompted, click Run.
8. Click Install.
9. Click Close.
10. Open Outlook.
11. If prompted to use the Infor CRM Connector in Outlook, click Yes.
    The Infor CRM Connector Options dialog box opens.
12. If necessary, configure your Infor CRM Connector options.