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.
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