Infor CRM and Outlook Integration

Infor CRM and Microsoft Office (Outlook) Integration

Integrate CRM contacts, emails, activities and tasks with Microsoft® Outlook® for a cohesive solution.
Turn unstructured email information into defined tasks, opportunities, leads, accounts, social media conversations, and more.
Create Richer communications history by capturing and linking emails to contacts in CRM
Update existing Infor CRM contact information directly from linked Outlook contacts.
Purposeful innovation empowers your whole workforce.

Infor CRM Components found in Microsoft Outlook menus:

If your company uses Outlook Integration, you can save Outlook e-mail messages as Infor CRM history items. For example, you can:

Compose an e-mail message in Outlook, select contacts from the Infor CRM Address Book, and then click Send to CRM to record the e-mail body and any attachments to the associated record. You can also include attachments to the message. For more information, see Understanding E-Mail Integrations.
Select an e-mail message in Outlook, and then click Record to History to record the e-mail body and any attachments to the associated record.
Send an Infor CRM contact's information in a vCard file format via e-mail.
Attach documents from Infor CRM Library to a message in Outlook.
Drag and drop e-mail messages from Outlook to the Infor CRM History tab.
Click the E-mail button on the Contact or Lead Detail view to open a new e-mail message addressed to that lead or contact. For more information, see E-mailing a Contact or Lead in Help.
Click the E-mail button on the Ticket Detail view to copy ticket information into a new e-mail message, and then click Send to CRM in Microsoft Outlook to send the message and save it to Infor CRM. For more information, see Sending an E-mail Message from a Ticket in Help.