Connect 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 View Synchronization Status online help topics for related information.
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 enables 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 when used with Outlook. |
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Learn about the different user and installation scenarios to set up the Connect add-in with Outlook. |