CRM integration

pa_toupa_tou Member Posts: 155
Hi,
How can I check if the system is setup to do outlook integration with CRM? I dont see anything concerning outlokk integration in the menu.

What are the granules do I need to check?

Thanks

Comments

  • matttraxmatttrax Member Posts: 2,309
    See if they have granule 5190 - Outlook Client Integration (well, Intergration according to our license)
  • pa_toupa_tou Member Posts: 155
    Thanks matttrax. They have the granule.

    Hpwever they are unable to select the contacts folder from a salesperson card. This is the message " Invalid assignment. It is not possible to assign a IBSTRConverter to a."
    Any help will be appreciated.
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