Setting Infor CRM Connector Connection Options

Use the Connection options to set up your connection to the Infor CRM server.

  • This tab is required for both Outlook sync and Outlook Integration.
  • These options may already be configured for Web Client users who set their options in the Desktop Manager.

To set options

  1. Click the Infor CRM Options button and, if necessary, click Connection.
  2. In the Server box, type your server name.
  3. Do one of the following:

  4. Click Test.
    If the test fails, review your connection information. If the information is correct and you still cannot connect, contact your administrator.
  5. Click OK if you are finished setting all of your options, or select another options tab.

Related Topics

Configuring Outlook Sync and Outlook Integration