Understanding Infor CRM SLX Integration with Microsoft Outlook

The application Xbar for Microsoft Outlook installation provides support for:

• Xbar
  • Access key contact information, activities and opportunities in application from Outlook e-mail correspondence or calendar activities.
  • Create new contacts, accounts and opportunities by dragging and dropping existing information from e-mail 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 the List View icon to view the Global menu and access the help file.

• Outlook Integration
  • Record email messages to history.
  • Integrate with the Microsoft Outlook Address Book.
  • Drag and Drop Email from Microsoft Outlook
  • Send an application contact information in a vCard file format via email
  • Attach documents from application Library to a message in Outlook
• Infor CRM Activity Task Pane
• Using Outlook Synchronization allows you to synchronize:
  • Contacts
  • Calendar