Configuring Outlook Sync Integration

You must complete these tasks to configure the Outlook Sync integration:

  1. Configure Infor CRM SLX SData synchronization. See Configuring SData.
    Note: This needs to be done only once to support all integrations.
  2. Select OutlookSync on the Integration List view. The OutlookSync screen is displayed. See Integrations list view
  3. Select the Enabled check box.
  4. Click Save.
  5. Click Resources tab to enable and set the sync direction for each of the resources to synchronize between Infor CRM SLX and Microsoft Outlook.
    • Select the Enabled check box for each resources to synchronize.
      • Contact - synchronize contacts
      • Calendar - synchronize phone calls and meetings
      • Task - synchronize to-dos
      • Lead - synchronize contacts
    • Click Edit to change the sync direction or conflict resolution options for each resource to synchronize. The Edit Resource window is displayed.
      • Click the Sync Direction drop-down and select one of these values from the list:
        • 1-way from Infor CRM - Data synchronizes from Infor CRM SLX to Microsoft Outlook only.
        • 1-way to Infor CRM - Data synchronizes from Microsoft Outlook to Infor CRM SLX only.
        • 2-way synchronization - Data synchronizes to and from Infor CRM SLX and Microsoft Outlook.
      • Click the Conflict Resolution drop-down and select one of these values from the list:
        • Integration Wins - The changes made in Microsoft Outlook is retained and synchronizes with Infor CRM SLX.
        • Infor CRM wins - The change made in Infor CRM SLX is retained and synchronizes with Microsoft Outlook.
        • Latest change wins - The most recent change is retained and synchronizes to either Infor CRM SLX or Microsoft Outlook.
      • Click OK to close the Edit Resource window.
  6. Click Save.
  7. Grant the appropriate access:
    1. Configure the Integration role for each user with administrative access must be granted for non-accounting integrations. See Selecting a Role
    2. Add these secured actions to the Standard User role to provide individual users access to non-administrative integration tasks:
      • Integration/View
      • Entities/SyncHistory/View
      • Entities/SyncJob/View
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