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.

Video: See related video

When you deploy the add-in, you must use the Microsoft Outlook Add-in Manifest, which you can find in two places in Vantagepoint:

  • As a URL in Help > About > System Info
  • As a file that you can download and save from Utilities > Integrations > Connect Administration

Videos

Title Description

Introduction to Vantagepoint Connect for Outlook

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 when used with Outlook.

Adding New Users in Vantagepoint Connect for Outlook

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

Vantagepoint Connect for GMAIL: Introduction

Within this tutorial, watch short videos to learn about the key features of Vantagepoint Connect for Gmail.

The videos are:
  • Launch the Contextual Pane
  • Contextual Pane Options
  • Contextual Pane Search Feature
  • Display Records
  • Create an Activity from an Email
  • Create a Contact from an Email
  • Create a New Contact
  • Create a Firm
  • Sync the Calendar
  • Sync Contacts