I have posted many times about Xbar for Infor CRM SLX (here, here, and here, for example), which allows users to view CRM data from MS Outlook, as well as sync data between Infor CRM SLX and Outlook. While this option is very popular, and not too difficult to set up, there are also other sync options for folks who are using anything other than a locally-installed version of Outlook. In these next two posts, I will explain how to set up integration between Infor CRM SLX and Microsoft Hosted Exchange email. This will allow contacts, tasks, and calendar items to sync between the two systems, and allow email to be saved to Infor CRM SLX. The current version of Infor CRM Sync for Exchange is 1.03, with requires Infor CRM SLX verison 8.4.3 or later. As there are many steps in both systems to this working, today I am covering the configuration needed in Microsoft Hosted Exchange to allow it to connect to Infor CRM SLX. Note there are three values needed from this configuration that must be entered in CRM to connect to two systems. (Edit: see part 2 of this procedure here.)
In order to configure MS Exchange to allow Infor CRM SLX to connect to it, it is necessary to log in to Microsoft Entra (formerly Azure Active Directory). This is also where the valuies needed by Infor CRM SLX are generated. Log in to entra.microsoft.com, click on App registrations, the click on New registration. On the Register an application screen, give the new application a name and select what sort of accounts will be permitted access. In most cases, this will be the default choice of Accounts in this directory … Single tenant. For the Redirect URI section, choose Public client/native (mobile & desktop) from the platform dropdown, and use https://login.microsoftonline.com/common/oauth2/nativeclient for the the address. Then click Register.
This will take you to the page for your new app. First thing, copy down and label both the Application (client) ID and the Directory (tenant) ID. You will need to configure sync in Infor CRM SLX. (Note that the Application ID is called that in both systems, but the Directory ID from Entra is used for the Client ID in SLX.) Once you have those, click on Manifest (a little ways down on the left). In order to edit the manifest to allow sync, scroll about 3/4 of the way down and locate the requiredResourceAccess section (line 53 in my example). Now edit the manifest to set “resourceAppId” to “00000002-0000-0ff1-ce00-000000000000”, set “id” to “dc890d15-9560-4a4c-9b7f-a736ec74ec40”, and set “type” to “Role”, saving when you are finished.
Now click API permissions on the left, and on the API permissions screen click Add permission. In turn, click APIs my organization uses, select Office 365 Exchange Online, and select full_access_as_app; then save. Now set Grant admin consent to Yes.
Once again go to the left, and click on Certificates & secrets. Select Client secrets, and click New client secret. On that screen, give the secret a name, and set the time until it expires, then click Add. This will take you back to the Client secrets tab of the Certificates & secrets screen. It is very important to copy and lable the Secret ID for the secret you just created, as this is the only time it will be displayed.
With the three values at the ready, you are now ready to configure Infor CRM SLX to connect to your Microsoft Hosted Exchange email. Next week, I will cover all the settings that need to be configured in SLX, as well as all the sync options that can be set there. (See next week’s post here.)
