Integrating Outlook with Infor CRM
In today's fast-paced business environment, seamless communication and data management are essential. Integrating Microsoft Outlook with Infor CRM (via Xbar) delivers not just convenience, but also measurable productivity gains and better oversight.
Key Benefits at a Glance:
Frictionless Processes
Activities can be synced between Outlook and CRM, providing an accurate view of Customer associated activities no matter which application you're in.
End-to-end Email Logging
With Xbar's Send to CRM button, Emails and Attachments are easily logged to CRM directly from Outlook.
Accurate Data Sync
Both activities and contact records can be synced either one direction or bidirectional.
Increased User Adoption
CRM access via familiar Outlook interface boosts engagement.
Mobile Ready
All CRM instances have the ability to leverage the CRM mobile application from any phone with a browser. Once the mobile client is configured there are no additional costs.
Embedded Xbar Panel - CRM Right in Outlook
Infor's Xbar panel embeds directly into Outlook's ribbon, giving users immediate access to contact profiles, activities, opportunities, and tickets, all without switching applications. The Contextual Card exposes real-time CRM data (like open opportunities and pending activity reminders) next to every email and calendar event
- Global Search across CRM objects: Contacts, Accounts, Leads, Opportunities, and Tickets is available right inside Outlook
- Create new records by draganddropping email messages directly into Xbar
Robust Email Logging and History Integration
With Outlook Integration (previously part of Desktop Integration):
- Use Send to CRM to log outgoing emails (including attachments) to the matching contact, lead, and associated account.
- Use Record to History to log received emails and documents.
- Supports draganddrop of Outlook mails to CRM History tabs.
This ensures that communication is consistently archived as History records, tied to the correct Infor CRM objects.
Advanced Synchronization - Contacts & Calendars
Infor CRM's Outlook Connector allows configurable sync:
- One-way Contact sync (CRM Outlook) so user Outlook address book reflects CRM changes.
- Two-way Calendar sync, letting CRM activities appear in Outlook and vice-versa.
Administrators can configure domain-based exclusion rules to avoid syncing internal addresses.
Centralized Configuration & Connectivity
Users configure their Outlook Integration via the Infor CRM Connector Options tab, defining:
- Connection details (server URL, port, Windows/CRM authentication).
- Sync rules for Contacts, Appointments (Meetings, Calls, Personal), and Task.
- Address book display, Send to CRM behavior, prompt settings, and logging preferences.
Improved Data Accuracy & Team Adoption
- With domain exclusions, internal emails aren't logged as history keeping the database clean.
- Automatic logging and history capture reduce manual data entry, boosting accuracy and saving time.
- Integrated activity sync ensures calendar items are up-to-date across platforms, reducing missed appointments.
Enhanced Productivity, Anywhere
- Access Infor CRM activities and history directly from CRM or CRM mobile clients.
- Compose CRM-ready emails, schedule activities in Outlook, and have them sync automatically.
- With Xbar embedded search and data entry, CRM adoption increases- no context-switching required.
Ready to Enable Outlook Integration?
Integrating Outlook with Infor CRM is a strategic move that enhances visibility, accelerates sales cycles, and fosters a data-driven culture.
Let Us Help You Get There
Our team specializes in Infor CRM implementations, including:
- Installing and configuring Xbar and Connector plugins
- Defining company-specific sync and logging rules
- Setting up domain exclusions and security constraints
- Training teams to take full advantage of Outlook Integration
- Ongoing support, monitoring, and adoption boost programs
