Configuring Outlook Sync and Outlook Integration
Synchronization and integration preferences should be configured in Microsoft Outlook.
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The Connection and Send to CRM/Record to History options may already be configured for Web Client users that set their options in the Desktop Manager. |
You can configure different settings for different types of records. For example,
you can enable one-way sync for contacts and two-way sync for calendar items. The following steps outline the recommended synchronization
settings between Microsoft Outlook and Infor CRM.
Before you can configure Outlook:
- Microsoft Outlook must be installed and running on the local machine.
- Web - Desktop Integration will not install unless Microsoft Office, including Outlook, is already installed.
- Windows - If Microsoft Outlook was not installed before installing the Infor CRM Client, you must perform additional configuration steps.
- You must know the connection server and port number and your user name and password.
Contact
your system administrator for more information.
- You must create a contact sync group for the contacts you want to synchronize between Outlook and Infor CRM.
To configure
- Open Microsoft Outlook.
- If you are not prompted, click the Options button.
If the Options button does not appear, then Outlook sync has not been installed properly.
- Use the tabs to set the following options:
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Click OK.