How to...
As part of setting up the integration between Vantagepoint Connect and Vantagepoint CRM, you provision users and assign groups, as well as specify email and synchronization settings.
- Related Topics:
- Set Up Connect Integration
Use the Connect Administration utility to configure Connect to integrate with your Vantagepoint installation. - Set Up Individual Connect Users for Outlook Integration
For small installations, the Vantagepoint administrator can enter a user's credentials to set up one Connect user at a time. This is useful for testing purposes or in situations where you only need to set up a small number of Connect users for which you know the Outlook credentials. You can set up individual users without Exchange Administration. - 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. - Install the Vantagepoint Connect Add-in for Outlook
After you set up the integration and enable users and synchronization, you install the Connect add-in, in both Vantagepoint and Outlook. - View Synchronization Status for Connect Integration for Outlook
The synchronization status for both users and groups displays on the Dashboard, Users, and Groups tabs in the Connect Administration utility. This information can help you understand the data shared between the two applications. - Delete Connect for Outlook Configuration
You delete the Connect configuration in these situations: when there was an error during initial configuration, when you need to re-configure Connect for Gmail, or when you finish testing the integration in a preview or sandbox environment and now want to configure it in a production environment. - Troubleshoot Synchronization and Connect Add-in Issues for Outlook Integration
Review troubleshooting tips for synchronization issues and other issues you encounter in using the Connect Add-in for Outlook Integration.
Parent Topic: Connect Administration Integration Utility for Outlook