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Richer information when linking Outlook Activity to Infor CRM

One of the newer Microsoft Outlook integration components with Infor Crm is at the activity record. Now a scheduled activity in Outlook can easily link to richer information in your Infor CRM.

Infor CRM Activity Task Pane

The Infor Crm Activity Task pane displays Infor CRM information related to the Microsoft Outlook appointment. Use this task pane to add linked Infor CRM information to an Outlook appointment so that when the activity is created in Infor CRM, the activity will be associated with the appropriate Infor CRM records. For example, contact or lead.

When the new or an existing Outlook appointment is open the bottom of the form displays the Infor CRM Activity Task pane.  If the pane does not display, select the Outlook Appointment ribbon, click Activity Task Pane. If this option is not available, verify that Infor CRM Xbar for Microsoft Outlook is installed and configured properly.



This post first appeared on Business Success With CRM, Implementer & Guide, please read the originial post: here

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Richer information when linking Outlook Activity to Infor CRM

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