Understanding Email Integration

E-mail integration allows you to record e-mails from Outlook as history items for the associated Infor CRM contact or lead.

Use e-mail integration to:

Record to Infor CRM History from your inbox or sent items.
Save e-mail attachments to Infor CRM.
Use the Infor CRM Address book.
Attach Infor CRM Library documents to e-mail messages.
Attach an Infor CRM Contact vCard in e-mail messages.
You can also send an Infor CRM contact’s information in vCard format from Outlook.