Selecting Infor CRM Contacts to Synchronize with Microsoft Outlook

By adding contacts to the contact sync group, changes made to those contacts are synchronized between Infor CRM and Microsoft Outlook, based on the sync settings. If you remove contacts from the contact sync group, contact synchronization is stopped and the contact is deleted from Microsoft Outlook. For more information about specific scenarios, see Contact Synchronization scenarios

Note: You must first create the contact sync group and configure the integrated application for contact sync.

To add contacts:
1. Open the Contacts List view.
2. Select one or more records by pressing the Ctrl or Shift key as you click each item
3. Right-click List view grid and select Add to an existing Group or from the Task Pane, select Add to Group, and point to the contact sync group.
To remove contacts:
1. In the Contacts List view, open the contact sync group.
2. Find the contacts you want to remove.
3. Right-click the List view grid and select Remove from Group.