Configuring Outlook Sync and Outlook Integration

Synchronization and integration preferences must be configured in Microsoft Outlook.

You can configure different settings for different types of records. For example, you can enable one-way sync for contacts and two-way sync for calendar items. The following steps outline the recommended synchronization settings between Microsoft Outlook and Infor CRM SLX.

Before you can configure Outlook:

• Microsoft Outlook must be installed and running on the local machine.
  • Web: Infor CRM SLX Xbar for Microsoft Outlook is not installed unless Microsoft Office, including Outlook, is already installed.
  • Windows: If Microsoft Outlook is not installed before installing the Infor CRM SLX Client, you must perform additional configuration steps.
• You must know the connection server and port number and your user name and password.

  Contact the system administrator for more information.

• You must create a contact sync group for the contacts you want to synchronize between Outlook and Infor CRM SLX.

To configure:

1. Access Microsoft Outlook.
2. Click Options if you are not prompted.

   If Options is not displayed, then Outlook sync has not been installed properly.

3. Use the tabs to set the following options:
   • Connection: the connection to the Infor CRM SLX server. Required for contact and Calendar synchronization and email integration.
   • Sync: The synchronization options for contacts, appointments (phone calls, meetings and personal activities), and tasks (to-dos). Required for contact and calendar synchronization. See Setting Infor CRM SLX Connector Sync Options
   • Appointment Filters: Defines how appointments are synchronized between Infor CRM SLX and Microsoft Outlook. See Setting Infor CRM SLX Connector Appointment Filters Options
   • Xbar side Panel: Set the options specific to Infor CRM SLX Xbar For Microsoft Outlook. See Setting Infor CRM SLX Xbar side panel options
   • Send to CRM/Record to History: The options for prompts, displaying information, and attachment behavior when using CRM or Record to History. Used for email integration. See Setting Infor CRM SLX Connector Send to CRM/Record to History Options
   • Address Book: The display options for your CRM Address book, used for email integration. See Setting Infor CRM SLX Connector Address Book Options
   • Logging: The ability to turn on or off logging and view logging information for troubleshooting, used for contact and calendar synchronization. See Setting Infor CRM SLX Connector Logging Options
   • 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. See Setting Infor CRM SLX advanced options
   • All Options: ability to view options as value pairs. Recommended for advanced users only.
4. Click OK.