Installing Infor CRM Office Integration

The Infor CRM Office Integration Module provides support for Mail Merge.

Note: Mail Merge is only supported on Internet Explorer 9 and higher.

For more information, see Supported Features By Browser.

To install Office Integration:

  1. On the Tools menu, click Options.
  2. Select the General tab.
  3. Click Install Office Integration.
  4. When prompted, click Run.
  5. Click Next.
  6. If prompted, close the browser.
  7. Click Install.
  8. Click Finish.
  9. If you did not close the browser in step 6, sign off from the Infor CRM Web Client.
  10. Open Microsoft Internet Explorer and browse to the Infor CRM Web Client. Before signing in, open Internet Options, and add the Infor CRM Web Client as a trusted site.
    For detailed steps about adding a trusted site, refer to the Microsoft Internet Explorer documentation.
  11. Sign in to Infor CRM Web Client.
    Note: Installing Office Integration may require that you close any browsers which will also close this help topic. In order to have access to the installation instructions during the install, Infor CRM recommends printing this topic or saving the contents locally.