Installing and Using Infor CRM Desktop Integration

1. Do one of the following:
   • On the Infor CRM Web Client login screen, click Install Enhancements.
   • On the Tools menu, click Options, click the General tab, and then click Install Enhancements.
   • If prompted to install Infor CRM Desktop Integration and you want to use this feature, click Yes.

     After installing the Desktop Integration Module, the button changes to Enhancements Installed. You can click the button to reinstall at any time, but reinstalling is only necessary when you are instructed to do so by your administrator.

2. Click Run.
3. Close Microsoft Outlook and any open browser windows.
   Since this will also close the Infor CRM Web Client Help window, you may want to print or save this topic to your desktop.
4. If you installed a previous version of the Desktop Integration Module, you will be prompted to install an upgrade . Click Yes.
5. To install the Desktop Integration Module, click Yes.
6. If prompted that Microsoft Outlook or Internet Explorer is in use, close each program, and click Retry.
7. On the Welcome screen, click Next.
8. On the License Agreement screen, read the information, accept the agreement, and then click Next.
9. To install Office Integration (Mail Merge and drag and drop), select either This feature will be installed on local hard drive or This feature, and all subfeatures will be installed on local hard drive. If you do not want to install Office Integration , click the drop-down arrow next to Office Integration and select This feature will not be available.
10. To install Microsoft Outlook Integration (Send to CRM/Record to History, Outlook Sync, Outlook Address Book, and Desktop Manager), select either This feature will be installed on local hard drive or This feature, and all subfeatures will be installed on local hard drive. If you do not want to install Microsoft Outlook Integration , click the drop-down arrow next to Outlook Integration and select This feature will not be available.
11. To change the install location, click Change, browse to or type the desired install location, and then click OK
12. Click Next.
13. Click Install.
14. Click Finish.
15. If you installed Outlook Integration and Outlook Sync, when you open Microsoft Outlook, you will be prompted to use the Infor CRM Connector. Click Yes and set your Infor CRM Connector options.

You can also set options in the Infor CRM Desktop Manager. To open the Infor CRM Desktop Manager, in the System Tray section of the Windows Taskbar, double-click the Infor CRM Desktop Manager icon.

To install using Firefox

1. Do one of the following:
   • On the Infor CRM Web Client login screen, click Install Enhancements.
   • In Options, click the General tab and click Install Enhancements.
   • If prompted to install Infor CRM Desktop Integration and you want to use this feature, click Yes.

     After installing the Desktop Integration Module, the button changes to Enhancements Installed. You can click the button to reinstall at any time, but reinstalling is only necessary when you are instructed to do so by your administrator.

2. Click Save File.
3. In the Downloads dialog box, double-click SLXDesktopIntegrationSetup.exe.
4. Click Run.
5. Click Yes.
6. If you installed a previous version of the Desktop Integration Module, you will be prompted to install an upgrade . Click Yes.
7. Close and any open browser windows.
   Since this will also close the Infor CRM Web Client Help window, you may want to print or save this topic to your desktop.
   
8. On the Welcome screen, click Next.
9. On the License Agreement screen, read the information, accept the agreement, and then click Next.
10. Leave the Office Integration option as is.
    Firefox does not require Office Integration for drag and drop and does not support Mail Merge.
11. To install Microsoft Outlook Integration (Send to CRM/Record to History, Outlook Sync, Outlook Address Book, and Desktop Manager), click the drop-down arrow next to Outlook Integration and select either This feature will be installed on local hard drive or This feature, and all subfeatures will be installed on local hard drive.
12. To change the install location, click Change, browse to or type the desired install location, and then click OK.
13. Click Next.
14. Click Install.
15. Click Finish.
16. If you installed Outlook Integration and Outlook Sync, when you open Microsoft Outlook, you will be prompted to use the Infor CRM Connector. Click Yes and set your Infor CRM Connector options.
    

You can also set options in the Infor CRM Desktop Manager. To open the Infor CRM Desktop Manager, in the System Tray section of the Windows Taskbar, double-click the Infor CRM Desktop Manager icon.

• Refer to the Saleslogix Implementation Guide for specific steps to change the default installation folder.