Installing Infor CRM SLX Xbar for Microsoft Outlook

The application Xbar for Microsoft Outlook installation provides support for:

• Xbar
  • Access key contact information, activities and opportunities in application from Outlook email correspondence or calendar activities
  • Create new contacts, accounts and opportunities by dragging and dropping existing information from email into the Xbar interface
  • Make changes to contact, calendar, and interaction history in Xbar that automatically updates within the application
    For more information about Xbar for Outlook features, please refer to the Xbar help. Click Menu to access the Global menu and access the help file.

    Note: Field level security defined in the application Web Client Security Manager applies to application Xbar for Microsoft Outlook version 1.3.7 or later.
• Outlook Integration:
  • Record Email messages to history. See Recording an Email message to history
  • Integrate with the Microsoft Outlook Address Book.
  • Drag and Drop email from Microsoft Outlook. See Recording an Email message to history
  • Send application contact information in a vCard file format via email.
  • Attach documents from application Library to a message in Outlook.
• Application Activity Task Pan:
• Using Outlook Synchronization to synchronize:
  • Contact. See Understanding contact synchronization with Microsoft Outlook
  • Calendar. See Understanding calendar synchronization with Microsoft Outlook

To install application Xbar for Microsoft Outlook from the application Web Client: