Logging Microsoft Outlook Email messages to history

To log Microsoft Outlook Email messages to history:

  1. Perform one of these steps:
    Note: Based on the integration, some of these methods are not available.
    • In Outlook, after composing an Email, click Send to CRM.
    • In Outlook, select one or more Email messages and click Record to History.
    • Drag and drop one or more Email messages from Outlook to an application contact, account, lead, opportunity or ticket detail view. If you drop an Email on the Attachments tab, the Email is added as an attachment, but is not recorded to history. See Dragging and Dropping
      Note: If you are on version 8.3.0.03 or earlier and the option to enable drag and drop is selected, you are prompted to add attachments for the email, rather than create a history record. Provide a description for the .msg file and the .json files and click OK. See Setting Infor CRM SLX advanced options
  2. Click Yes to save any attachments to the Attachments tab if the Email contains any attachments.
  3. Based on your Email log to history options and the records associated with the Email you are logging to history, any of these windows are displayed:
    • Duplicate Record(s) Found: Select the appropriate contacts or leads and click OK. See Duplicate Record(s) Found
    • Select Contacts: Select which contacts or leads should have associated history items created, and click OK. See Selecting record(s) to log history items

      The information is added to the History tab for the selected contact or lead.

    • Record(s) not Found: You must add the contact or lead to application before the Email can be associated as a history record. See Record(s) not found
    • Quick Complete: Click Individually to complete each Email history record separately or use the information boxes to enter history for multiple records. See Completing multiple Email history records
    • Complete- Email: Use the window to record information about a completed Email. See Completing an email
    Description Application with Outlook Integration
    If the Email address matches a single contact or lead in the application

    An Email history record is logged for the matching contact or lead.

    Any attachments display on the Attachments tab of the matching contact or lead to which the Email history was logged.
    If the Email address matches multiple contacts or leads in application

    If the Duplicate Record(s) Found prompt opens, you can select the contact or lead to which the history record and any attachments should be associated. If the prompt is turned off then. See Duplicate Record(s) Found

    An Email history record is logged for the matching contact or lead with the most history.

    Any attachments are displayed on the Attachments tab of the matching contact or lead to which the Email history was logged.
    If the Email address cannot be found in the application.

    The Record(s) Not Found window is displayed. See Record(s) not found

    An Email history record is not logged.

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