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Connect Administration Integration Utility for Outlook

System administrators use the Connect Administration Integration utility to configure two-way synchronization of contacts and calendar items between Vantagepoint CRM and Outlook. Use this utility to set up the users and associated profiles that make this synchronization possible.

Videos: See related videos below.

Requirements

This add-in requires:

  • Vantagepoint CRM
  • Microsoft Exchange 2016 or higher
  • Outlook 2016 or higher

Office 365 OAuth is supported but not required.

The Connect Administration integration utility works in conjunction with the Connect Sync Options Integration utility, which serves as a dashboard for synchronizing data between Vantagepoint and your email application. You can schedule synchronization or manually force the process to occur. See the Connect Sync Options Integration Utility online help topics for related information.

For an overview of the setup process, see the Checklist: Basic Steps to Provision Vantagepoint Connect and watch the Setting Up and Deploying Connect video tutorial.

Vantagepoint Connect Add-In End User Online Help

For details on how to use the Connect Add-in as a single point of entry for collaborating and for sharing your contacts and calendar items with clients, see the Vantagepoint Connect Add-in end-user help. This section of the help system also explains how to use the Scheduling Assistant, which allows users to share their availability with clients and efficiently set up appointments.

Videos

Title Description

Introduction to Vantagepoint Connect

The Vantagepoint Connect add-in with Vantagepoint CRM provides two-way synchronization of your contacts and calendar items with your email application. This tutorial includes videos of the key features of Vantagepoint Connect.

Setting up and Deploying Connect

Learn about the different user and installation scenarios to set up the Connect add-in.