How to...
You can view and create DPS contacts, activities, and opportunities directly from Microsoft Outlook.
Related Topics:
- Connect Microsoft Outlook to Your
DPS Database for the First Time
After you install the Outlook add-in for DPS, enter information to connect Microsoft Outlook to your DPS database in the DPS Welcome pane in Outlook. - Access
DPS Functionality in Microsoft Outlook
Look for the DPS
icon in Outlook to access
DPS functionality in Outlook.
- View or Change the
DPS Database Connection Information in Microsoft Outlook
In the Account Information pane in Outlook, view or change the information that connects your DPS database to Outlook. - View
DPS Contact Information from Microsoft Outlook
You can easily view a contact's information from DPS when you are in Microsoft Outlook. - Create a New
DPS Contact from Microsoft Outlook
From Outlook, you can create a contact record in DPS for email recipients or senders who are not already entered as contacts in DPS. - Add a
DPS Activity from an Outlook Email
In Microsoft Outlook, you can add a DPS activity that prefills with information from an email. - Add a
DPS Opportunity from an Outlook Email
In Microsoft Outlook, you can add a DPS opportunity that prefills with information from an email. - Search for a
DPS Record in Microsoft Outlook
In Outlook, you can search for and view information that is entered in DPS for any contact, firm, project, and opportunity.
Parent Topic: Microsoft Outlook Add-in