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 Email messages.
• Attach an Infor CRM Contact vCard in Email messages.
• Send an Infor CRM contact’s information in vCard format from Outlook.