Installing Infor CRM SLX Xbar for Microsoft Outlook

The application Xbar for Microsoft Outlook installation provides support for:

Note: Outlook Integration features are now installed with application Xbar for Microsoft Outlook. See Using Outlook Integration
  • 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:
  • Application Activity Task Pan:
  • Using Outlook Synchronization to synchronize:

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

  1. Sign in to the application Web Client.
    Note: This application recommends closing Outlook.
  2. Select Options from the Tools menu.
  3. Select the General tab.
  4. Click Install Xbar for Outlook.
  5. Click Save File if prompted. Go to the downloads location, and double click Infor CRM XBar Setup.exe. file.
  6. Click Run if prompted.
  7. Click Install.
  8. Click Close.
  9. Access Outlook.
  10. Click Yes if prompted to use the Infor CRM Connector in Outlook.
    The Infor CRM Connector Options field is displayed.
  11. Configure your Infor CRM Connector options if required. See Configuring Outlook Sync Integration.