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 |
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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:
- Checklist: Basic Steps to Provision Vantagepoint Connect for Outlook
You complete several steps to provision, or activate, the Vantagepoint Connect for Outlook application. You must complete the steps listed in the checklist before you use Connect; under each step, use the links provided to access the individual procedures that you must complete. - Connect Administration Basics for Outlook
Review the Vantagepoint Connect add-in tabs, grids, tools, and grid options. - Connect Users and Installation Scenarios for Outlook
In the Connect Administration utility you must set up and provision, or activate, users who will have access to the application. After you activate a user, you can also edit their configuration information, track synchronization status, and review overall statistics and other important data related to their profile. - Quick Reference Topics
Review quick reference topics that provide instructions for completing basic tasks while working in Vantagepoint Connect. - 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. - Connect Administration Form for Outlook Integration
Use this utility to set up users and associated profiles that allow synchronization of contacts and calendar items from an email application, such as Exchange or Office 365, to Vantagepoint. - Learn More About
Learn more about the additional features and requirements for the Vantagepoint Connect Add-in.