Use Groups to Set Up Multiple Connect Users for Outlook Integration
Use the Groups tab to set up multiple users in a department or business unit at the same time. Deploying to a large group allows you to apply the same business rules to multiple employees.
Video: See related video below
The methods for setting up groups include:
- Direct Logon
- Office 365 OAuth
- Exchange Impersonation
Direct Logon: This method requires that you enter your Outlook username and password. | |
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Office 365 OAuth: This method supports multifactor authentication and requires Office 365. | |
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Connect Administrator must deploy |
Exchange Impersonation: This method requires that you create a service account to use for impersonation within Microsoft Exchange. | |
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Breach of service account could result in access to Connect users' Microsoft Exchange mailbox |
Videos
Title | Description |
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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. |
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Learn about the different user and installation scenarios to set up the Connect add-in. |
- Related Topics:
- Use Direct Logon
Use Microsoft Exchange Direct Logon to use the Exchange Web Services (EWS) URL to provision a group of Vantagepoint Connect users at one time. This method requires deployment by the system administrator and for each user to enter their Outlook username and password in Connect Sync Options and update that password in Vantagepoint whenever their Outlook password changes. - Use Office 365 OAuth
Use Office 365 OAuth multi-factor authentication to provision many users at one time who can use their Outlook credentials to synchronize with Deltek. - Use Exchange Impersonation
Use Microsoft Exchange Impersonation with a service account to manage Exchange connectivity. When you use Exchange Impersonation, the user never shares their password with Connect and their Outlook password never needs to be updated in Connect Sync Options, unless the Microsoft token expires (which is rare because of the length of time specified for the token). - Manage Connect Groups
While working with Connect groups you can add users to, and remove them from, specific groups. You can also configure synchronization for each group and remove groups from Connect when necessary. - Deploy Connect to Groups
After setting up groups, you can push out the add-in to groups either individually or through mass deployment in the Exchange Admin Center.
Parent Topic: How to...