Infor CRM Xbar in Outlook

Outlook – one of the most valuable communication tools for millions of business professionals all over the globe. So naturally, Infor has worked hard to integrate Infor CRM with Outlook as smoothly as possible. With Xbar and the Outlook Toolbar you have a complete view of your CRM system from within Outlook. It’s an easy feature to install and can be a huge timesaver if used efficiently to add, maintain and manage your Contacts, Opportunities and Leads. Outlook Integration and Xbar Install and Setup Getting this feature for your system is easy. When you’re logged into your CRM system, navigate

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Xbar for Infor CRM – what can it do?

If you spend a fair amount of time dealing with emails and generally working from within Outlook, then Infor CRM’s Xbar is a great tool for quickly and easily accessing your Infor CRM contact information, activities and opportunities from Outlook. It allows you to create new contact records, accounts and opportunities, simply by dragging and dropping information from your emails into the Xbar. You can also make changes to your records from within Xbar, which automatically gets updated in your Infor CRM system. To prove the power of Infor CRM’s Xbar, take a look at my in-depth video!

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CRM 2016 – Back to the future

As if 2016 hadn’t been shocking enough, now it’s time to start thinking about 2017. For anyone involved in crystal ball gazing, 2016 delivered more than its fair share of surprises. How many of you correctly predicted the big news stories that burst around us? In the world of business software, the changes were less seismic and more gradual. As an independent CRM consultant, I am lucky that I get the opportunity to understand not just the product direction for our key partners – I also get to look at the wider CRM market. Before nailing my colours to the

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3 ways to turn data in Infor CRM into knowledge

CRM systems are great at Information Processing – in other words, the journey taken when raw, unorganised and unprocessed data gets converted into meaningful information. This process is achieved because CRM systems are able to show relationships and connections between different types of data. For example, communication records of phone calls, meetings and notes are only useful when the record is related to the contact with which the interaction took place. With this view of interconnected data, information becomes meaningful to the user.

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Best practices when using Infor CRM’s Xbar and Outlook Connector

Now that we’ve had a look at Infor CRM’s Xbarand the  Outlook Connector as well as gone through their differences, let’s take a deeper look at how these nifty tools can be fine-tuned to suit your individual preferences. By fine-tuning the way things are done, you will not only make life easier for yourself, but also engage in best practices as you become more efficient and effective.

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How to use Infor CRM’s Xbar

Many of us spend a large chunk of our working time dealing with emails – and working within Outlook. Luckily, there are some nifty integrations that allow you to work in Outlook without jeopardising your use of Infor CRM. Over the next few blogs, I will take you through these handy tools in the form of Xbar and Outlook integration, the differences between them and some best practice advice.

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Infor CRM Xbar: Working in CRM without leaving Outlook

The Xbar is a very handy toolbar, which gives you easy access to information in your Infor CRM system from within your Outlook mailbox. In our previous video, we saw how the Xbar provides you with a snapshot of who you’re corresponding with in your Outlook. In this video, we take a closer look at what the Xbar dashboard looks like and how easy it is to find more detailed information within this toolbar. It also shows you how to quickly add and view notes, schedule to-do’s, create appointments as well as create a new contact by simple drag-and-drop moves. 

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