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Infor CRM and Microsoft Office (Outlook) Integration

Infor CRM Xbar inside Outlook

Increase the value of your CRM- Improve CRM user adoption - Get even more Productive

Infor CRM Xbar member view

 

Schedule Activity and link to Infor CRM easiily

The Infor CRM and Outlook Integration - It's CRM Your Way!

  • 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.

Blogs: Read more about Outlook Sync and Integration


Infor CRM Components found in Microsoft Outlook menus:

   Infor_CRM_8.1_v05_Outlook_icons               Infor_CRM_8.1_v05_Outlook_vCard_options         Infor_CRM_8.1_v05_Outlook_Send_to_Infor_icon

 

 

Using Outlook Integration

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.  

 

The Infor CRM system has helpful information built within the Help option using the ? icon.  This related article can help you get the most from Infor CRM and Outlook Integration and covers

  • Using Outlook Integration

  • Understanding E-mail Integration

  • Installing and Using Infor CRM Desktop Integration

  • Recording an E-mail Message to History

  • Supported Desktop Integration Features by Browser 

Read the entire content here.... 

Details of Outlook Snchronization for Infor CRM 8.1 Part I and Part II, read more....