Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Vantagepoint Connect for Outlook

Use the Vantagepoint Connect add-in with Vantagepoint CRM to set up two-way synchronization of your contacts and calendar items with Outlook.

Videos: See related videos below.

Integrating with Outlook and Exchange, Vantagepoint Connect provides a single point of entry for collaborating and sharing your contacts and calendar items with clients to nurture your client relationships. You can also create records directly from an email and access a scheduling assistant so you can share your availability with clients and quickly and efficiently set up appointments.

Vantagepoint Connect requires:
  • Vantagepoint CRM
  • Microsoft Exchange 2016 or higher
  • Outlook 2016 or higher

Office 365 OAuth is also supported but not required.

Vantagepoint Connect Set Up

System administrators configure the Vantagepoint Connect Add-in in the Connect Administration Integration Utility in Utilities > Integrations. Use this utility to set up the users and associated profiles that will allow synchronization of contacts and calendar items via the email application to Vantagepoint.

Refer to the Checklist: Basic Steps to Provision Vantagepoint Connect and Set Up Connect Users and Installation Scenarios online help topics for a list of prerequisites and an overview of the different aspects of the setup process.

Utilities > Integrations also includes a Connect Sync Options Integration Utility that serves as a dashboard for synchronizing data between Vantagepoint and the Connect Add-in. You can schedule or manually force the synchronization process to occur.

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.