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

Refer to the following table for a description of how each method is used and why they are beneficial.

Direct Login: This method requires that you enter your Outlook username and password.
Pros	Cons
Provision many users at once Each user must log into Connect and grant access to their mailbox	Connect Administrator must deploy Users must update their Outlook password in Connect Sync Options whenever their Outlook password expires
Office 365 OAuth: This method supports multifactor authentication and requires Office 365.
Pros	Cons
Provision many users at once Each user must log into Connect and grant access to mailbox User never shares password with Connect Outlook password never needs to be updated in Connect Sync Options Most secure	Connect Administrator must deploy
Exchange Impersonation: This method requires that you create a service account to use for impersonation within Microsoft Exchange.
Pros	Cons
Provision many users at once All users in Connect Group must use same service account User never shares password with Connect Outlook password never needs to be updated in Connect Sync Options Administrator can manage Exchange connectivity	Breach of service account could result in access to Connect users' Microsoft Exchange mailbox

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