Configuring Outlook Sync Integration

Complete the following tasks to configure the Outlook Sync integration.

1. Run the SLXConversionUtility.exe.
   This needs to be done only once to support all integrations.
2. Configure Infor CRM SData synchronization.
   This needs to be done only once to support all integrations..
3. Configure the Integration Synchronization Service.
   
4. Stop the Infor CRM SData Synchronization Service (Service) and Infor CRM Job Service (Service) on the Web Server if either are running.
5. On the Integrations List view, select OutlookSync.
   This needs to be done only once to support all integrations.
6. Review the information boxes.
7. In the Link Type, select User.
8. Select the Enabled check box.
9. Set the synchronization options.
   1. In the Sync Every box, type the number of minutes that should pass between the beginning of synchronization cycles.
   2. In the Run sync between boxes, click the Calendar button and select the beginning time and end time during which synchronization should occur. Infor CRM recommends that selected times not cross midnight.

      When you enable or disable an Integration, changes do not take effect until you log off and log back on to Infor CRM.

10. Click Save

11. Grant the appropriate access:

    1. Configure the Integration role for each user to whom you want to grant administrative access to non-accounting integrations.
    2. To give individual users access to non-administrative integration tasks, add the following secured actions to the Standard User role:
       • Integration/View
       • Entities/SyncHistory/View
       • Entities/SyncJob/View