Understanding Calendar Synchronization with Outlook

Calendar integration allows you to synchronize calendar items between Infor CRM and Outlook. Your administrator must configure and grant permission before you can synchronize calendars with Outlook.

This feature may not be available for all users. External integrations must be implemented by your administrator.

During a synchronization cycle, Infor CRM compares fields in both applications, and makes changes to ensure both applications contain the same information. Only data in mapped fields between the applications is transferred. The data is compared and changes are made to ensure the information matches. For example, if a record has been added to one application and not to the other, that record is added to the incomplete application.

Synchronization is affected by the built-in data security associated with the user who is logged on to Infor CRM. The amount of data available to transfer is limited by the security rights of the user logged in.

Calendar Sync Behavior

If the same record is updated in both applications during the same sync cycle, the latest change wins.
Deleting an activity in either application deletes the activity in both applications.
Activity leaders, members and resources:
- Member and resource information is not synchronized.
- If the user is a member or a leader of an activity, when the activity is synchronized the user will get their own activity record.
Unconfirmed and confirmed activities will synchronize.
Declined activities:
- Activities that are declined before a synchronization cycle are not synchronized.
- Activities that are declined after a synchronization cycle are removed from the user's calendar in both applications.
Activity types in Infor CRM may synchronize to different activity types in Outlook. See the Understanding Calendar Data Exchange table for details.
Activity attachments are not synchronized between Infor CRM and Outlook.
(Outlook sync only) There are Outlook sync options in Outlook that prevent appointments and tasks that are scheduled prior to a selected date from synchronizing. However, activities that are edited (including snoozing or dismissing an alarm) after the selected date and any past occurrences of a current recurring activity will synchronize.

For specific scenarios, see Calendar Synchronization scenarios.

Understanding Calendar Data Exchange

The following table lists how Infor CRM calendar data is synchronized with Outlook:

Infor CRM	Sync As	Outlook
Meetings	sync as	Appointments
Phone Calls	sync as	Appointments
Personal Activities	sync as	Appointments, flagged as Private
To-Dos	sync as	Tasks
Events	do not sync
Timeless Phone Call, Meeting or Personal Activity	sync as	All day event*

*Event does not refer to Infor CRM Events, which are not synchronized with Outlook.

How Do I?

Set calendar options
Manually synchronize calendar and contacts (Outlook sync only)
- In Outlook, click the Sync Now button.

Simultaneously synchronizing the Remote Client to the main office database and Microsoft Outlook, is not recommended. Doing so significantly reduces synchronization speed and causes memory problems. Infor CRM recommends that you synchronize with Outlook before or after synchronizing your remote database.