Understanding Infor CRM SLX Integration with Microsoft Outlook

Note: Outlook Integration features are now installed with Infor CRM SLX Xbar for Microsoft Outlook.

The Infor CRM SLX Xbar for Microsoft Outlook installation provides support for:

  • Xbar
    • Access key contact information, activities and opportunities in Infor CRM SLX from Outlook e-mail correspondence or calendar activities.
    • Create new contacts, accounts and opportunities by dragging and dropping existing information from e-mail into the Xbar interface.
    • Make changes to contact, calendar, and interaction history in Xbar that automatically updates within Infor CRM SLX.

      For more information about Xbar for Outlook features, please refer to the Xbar help. Click the icon to list_view open the Global menu and access the help file.

  • Outlook Integration
    • Record email messages to history
    • Integrate with the Microsoft Outlook Address Book
    • Drag and Drop Email from Microsoft Outlook
    • Send an Infor CRM SLX contact's information in a vCard file format via email
    • Attach documents from Infor CRM SLX Library to a message in Outlook
  • Infor CRM Activity Task Pane
  • Using Outlook Synchronization allows you to synchronize:
    • Contacts
    • Calendar