Configuring Outlook Integration

Outlook integration preferences must be configured in Microsoft Outlook.

Before you can configure Outlook:

  • Microsoft Outlook must be installed and running on the local machine.
    • Web - Infor CRM SLX Xbar cannot be installed unless Microsoft Office, including Outlook, is already installed.
    • Advanced - To enable drag and drop from Outlook to Infor CRM SLX Web Client using all browsers.

  • You must know the connection server and port number and the user name and password. Contact the system administrator for more information.

To configure:

  1. Open Microsoft Outlook.
  2. If you are not prompted, click the Options button.
    If the Options button does not appear, then Outlook sync is not installed properly.
  3. Use the tabs to set the following options:
    • Connection - connection to the Infor CRM SLX server. Required for contact and calendar synchronization and e-mail integration.
    • Note: These options are shared with the Infor CRM SLX Mail Merge for Microsoft Word add-in and may already be configured if you previously set these options for the add-in.
    • Xbar side Panel - Set options specific to Infor CRM SLX Xbar For Microsoft Outlook.
    • Send to CRM/Record to History - options for prompts, displaying information, and attachment behavior when using Send to CRM or Record to History. Used for e-mail integration.
    • Advanced - To enable drag and drop from Outlook to Infor CRM SLX Web Client using all browsers, when your version of Infor CRM SLX is 8.3.0.4 or later.
    • All Options - ability to view options as value pairs. Recommended for advanced users only.

      For more information see the Outlook Sync help topic "Configuring Outlook Sync".

  4. Click OK.