Last month we presented many of the new features and functionality that will be released in Infor CRM v8.3. While a high-level overview is always nice, this month we are going to get into the nitty-gritty of a feature that is very important to the majority of Infor CRM users: Outlook Integration. Join us as we discuss enhancements to desktop integration for syncing Calendar items and Contacts, as well as what's new with Xbar 1.3, including:
-Single file install for Outlook desktop integration and Xbar (now just called Xbar).
-Associate CRM Contact, Account, Lead, Ticket, and Opportunity to an Outlook activity.
-Area/Category/Issue added cascading picklist for Tickets.
-Completing an appointment in Outlook completes it in CRM.
-Access CRM record details, related entities, and user fields from linked calendar items.
-New and updated Outlook calendar items push to CRM in real time.
Workshop On:
Wednesday 20th April 2016 at 2:00pm CDT - 33.6 hours
After registering, you will receive an email with additional details.
Subscribe To Our Newsletter
Join our mailing list to receive the latest Infor CRM (Saleslogix) and Creatio (bpm'online) news and product updates!
You have Successfully Subscribed!