Configuring Outlook Sync and Outlook Integration

Synchronization and integration preferences must be configured in Microsoft Outlook.

Note: The Connection and Send to CRM/Record to History options may already be configured for Web Client users that set their options in the Desktop Manager.

You can configure different settings for different types of records. For example, you can enable one-way sync for contacts and two-way sync for calendar items. The following steps outline the recommended synchronization settings between Microsoft Outlook and Infor CRM.

Before you can configure Outlook:

  • Microsoft Outlook must be installed and running on the local machine.
    • Web: Infor CRM Xbar for Microsoft Outlook is not installed unless Microsoft Office, including Outlook, is already installed.
    • Windows: If Microsoft Outlook is not installed before installing the Infor CRM Client, you must perform additional configuration steps.
  • You must know the connection server and port number and your user name and password.

    Contact the system administrator for more information.

  • You must create a contact sync group for the contacts you want to synchronize between Outlook and Infor CRM.

To configure:

  1. Open Microsoft Outlook.
  2. If you are not prompted, click Options.

    If the Options button is not displayed, then Outlook sync has not been installed properly.

  3. Use the tabs to set the following options:
    • Connection: the connection to the Infor CRM server. Required for contact and calendar synchronization and email integration.
    • Sync: The synchronization options for contacts, appointments (phone calls, meetings and personal activities), and tasks (to-dos). Required for contact and calendar synchronization.
    • Xbar side Panel: Set the options specific to Infor CRM Xbar For Microsoft Outlook.
    • Send to CRM/Record to History: The options for prompts, displaying information, and attachment behavior when using CRM or Record to History. Used for email integration.
    • Address Book: The display options for your CRM Address book, used for email integration.
    • Logging: The ability to turn on or off logging and view logging information for troubleshooting, used for contact and calendar synchronization
    • Advanced: To enable drag and drop from Outlook to Infor CRM Web Client using all browsers, when your version of Infor CRM is 8.3.0.4 or later.
    • All Options: ability to view options as value pairs. Recommended for advanced users only.

  4. Click OK.

Parent topic: Integrating with outlook
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