Installing the Outlook Add-in for Vantagepoint

Pre-Requisites

To install the Outlook add-in, you must have the Vantagepoint CRM module activated.

Microsoft Outlook and Exchange Supported Versions

The following Microsoft software is supported for the Outlook add-in:

Microsoft Exchange 2016 with CU 5 or later installed
Microsoft Outlook 2016 for Windows Desktop
Microsoft Outlook 2013 for Windows Desktop
Microsoft Outlook 2016 Web App (OWA)
Microsoft Outlook 2016 for Mac
Microsoft Office 365

Options for Installing the Outlook Add-in

Various ways to install the Outlook add-in for Vantagepoint users are outlined below.

Installation Method	Links to Related Microsoft Articles
`Vantagepoint` users install the Outlook add-in themselves Refer to the following procedures and complete the one that matches how you access Outlook: Outlook for Windows or Outlook for Mac (Desktop client) In Outlook, click the Microsoft Office Store icon. In the Add-Ins screen, click the "Click here to add a custom add-in" text below the Add-Ins title on the screen. In the short-cut menu, select Add from URL. In the Enter the URL of the add-in's manifest file field on the Add private add-in from URL dialog box, enter the URL that is identified for the Microsoft Outlook add-in manifest on the `Vantagepoint` About dialog box. To access this dialog box: On the main toolbar in `Vantagepoint`, click and then select About. On the About dialog box, click the System Info tab, and navigate to the Microsoft Outlook Add-in Manifest URL listing. Click OK. On the Warning dialog box, click Install. After the installation completes, you see `Vantagepoint` in the list of your add-ins in the Add-Ins screen. After you close the Add-Ins screen, the `Vantagepoint` add-in is ready to use. In Outlook for Windows and Outlook for Mac, the `Vantagepoint` icons on the Outlook ribbon on the Home tab provide access to the `Vantagepoint` functionality. Outlook for Web or Office 365 In Outlook, click to open the Settings menu, and select Manage add-ins. In the Add-Ins screen, click the "Click here to add a custom add-in" text below the Add-Ins title on the screen. In the short-cut menu, select Add from URL. In the Enter the URL of the add-in's manifest file field on the Add private add-in from URL dialog box, enter the URL that is identified for the Microsoft Outlook add-in manifest on the `Vantagepoint` About dialog box. To access this dialog box: On the main toolbar in `Vantagepoint`, click and then select About. On the About dialog box, click the System Info tab, and navigate to the Microsoft Outlook Add-in Manifest URL listing. Click OK. On the Warning dialog box, click Install. After the installation completes, you see `Vantagepoint` in the list of your add-ins in the Add-Ins screen. After you close the Add-Ins screen, the `Vantagepoint` add-in is ready to use. In Outlook for Web or Office 365, a `Vantagepoint` button in an email provides access to the `Vantagepoint` functionality. Outlook Web Access (OWA) with Exchange 2016 In Outlook, click to open the Settings menu, and select Manage integrations. In the Add-Ins screen, click the + icon. In the short-cut menu, select Add from URL. In the Enter the URL of the add-in's manifest file field on the Add private add-in from URL dialog box, enter the URL that is identified for the Microsoft Outlook add-in manifest on the `Vantagepoint` About dialog box. To access this dialog box: On the main toolbar in `Vantagepoint`, click and then select About. On the About dialog box, click the System Info tab, and navigate to the Microsoft Outlook Add-in Manifest URL listing. Click OK. On the Warning dialog box, click Install. On the You've added an add-in for Outlook dialog box, click OK. After the installation completes, you see `Vantagepoint` in the list of your add-ins in the Add-Ins screen. After you close the Add-Ins screen, the `Vantagepoint` add-in is ready to use. In OWA with Exchange 2016, a `Vantagepoint` button in an email provides access to the `Vantagepoint` functionality.	Get an Office Add-in for Outlook Installed Add-ins
A system administrator installs the Outlook add-in and enables it on all `Vantagepoint` users' workstations. Summary: In the Exchange Admin Center (EAC): Click Organization > Add-ins and use the Add URL option to install the `Vantagepoint` add-in to your Exchange server. Select Optional, enabled by default, to enable the add-in for all `Vantagepoint` users. Users can choose to disable it.	Install or remove add-ins for Outlook for your organization Manage User Access to Add-ins for Outlook
A system administrator installs the Outlook add-in, and `Vantagepoint` users enable it on their workstations. Summary: In EAC: Click Organization > Add-ins to install the `Vantagepoint` add-in from a URL to your Exchange server. Select Optional, disabled by default if users will decide to enable it on an individual basis. After you install the add-in to the Exchange server: `Vantagepoint` users enable the add-in on their workstations by selecting the Turned on check box on the Manage add-ins page in either of the following ways: In OWA 2016, click Settings (gear icon) > Options > General > Manage Add-ins. In Outlook 2016 for Windows, click the File tab, and then click Manage Add-ins on the Account Information page.	Install or remove add-ins for Outlook for your organization Manage User Access to Add-ins for Outlook

Installation Method

Links to Related Microsoft Articles

Vantagepoint users install the Outlook add-in themselves

Refer to the following procedures and complete the one that matches how you access Outlook:

Outlook for Windows or Outlook for Mac (Desktop client)

In Outlook, click the Microsoft Office Store icon.
In the Add-Ins screen, click the "Click here to add a custom add-in" text below the Add-Ins title on the screen.
In the short-cut menu, select Add from URL.
In the Enter the URL of the add-in's manifest file field on the Add private add-in from URL dialog box, enter the URL that is identified for the Microsoft Outlook add-in manifest on the Vantagepoint About dialog box.
To access this dialog box: On the main toolbar in Vantagepoint, click and then select About. On the About dialog box, click the System Info tab, and navigate to the Microsoft Outlook Add-in Manifest URL listing.
Click OK.
On the Warning dialog box, click Install.
After the installation completes, you see Vantagepoint in the list of your add-ins in the Add-Ins screen.

After you close the Add-Ins screen, the Vantagepoint add-in is ready to use.

In Outlook for Windows and Outlook for Mac, the Vantagepoint icons on the Outlook ribbon on the Home tab provide access to the Vantagepoint functionality.

Outlook for Web or Office 365

In Outlook, click to open the Settings menu, and select Manage add-ins.
In the Add-Ins screen, click the "Click here to add a custom add-in" text below the Add-Ins title on the screen.
In the short-cut menu, select Add from URL.
In the Enter the URL of the add-in's manifest file field on the Add private add-in from URL dialog box, enter the URL that is identified for the Microsoft Outlook add-in manifest on the Vantagepoint About dialog box.
To access this dialog box: On the main toolbar in Vantagepoint, click and then select About. On the About dialog box, click the System Info tab, and navigate to the Microsoft Outlook Add-in Manifest URL listing.
Click OK.
On the Warning dialog box, click Install.
After the installation completes, you see Vantagepoint in the list of your add-ins in the Add-Ins screen.

After you close the Add-Ins screen, the Vantagepoint add-in is ready to use. In Outlook for Web or Office 365, a Vantagepoint button in an email provides access to the Vantagepoint functionality.

Outlook Web Access (OWA) with Exchange 2016

In Outlook, click to open the Settings menu, and select Manage integrations.
In the Add-Ins screen, click the + icon.
In the short-cut menu, select Add from URL.
In the Enter the URL of the add-in's manifest file field on the Add private add-in from URL dialog box, enter the URL that is identified for the Microsoft Outlook add-in manifest on the Vantagepoint About dialog box.
To access this dialog box: On the main toolbar in Vantagepoint, click and then select About. On the About dialog box, click the System Info tab, and navigate to the Microsoft Outlook Add-in Manifest URL listing.
Click OK.
On the Warning dialog box, click Install.
On the You've added an add-in for Outlook dialog box, click OK.
After the installation completes, you see Vantagepoint in the list of your add-ins in the Add-Ins screen.

After you close the Add-Ins screen, the Vantagepoint add-in is ready to use. In OWA with Exchange 2016, a Vantagepoint button in an email provides access to the Vantagepoint functionality.

A system administrator installs the Outlook add-in and enables it on all Vantagepoint users' workstations.

Summary:

In the Exchange Admin Center (EAC):

Click Organization > Add-ins and use the Add URL option to install the Vantagepoint add-in to your Exchange server.
Select Optional, enabled by default, to enable the add-in for all Vantagepoint users. Users can choose to disable it.

A system administrator installs the Outlook add-in, and Vantagepoint users enable it on their workstations.

Summary:

In EAC:

Click Organization > Add-ins to install the Vantagepoint add-in from a URL to your Exchange server.
Select Optional, disabled by default if users will decide to enable it on an individual basis.

After you install the add-in to the Exchange server: Vantagepoint users enable the add-in on their workstations by selecting the Turned on check box on the Manage add-ins page in either of the following ways:

In OWA 2016, click Settings (gear icon) > Options > General > Manage Add-ins.
In Outlook 2016 for Windows, click the File tab, and then click Manage Add-ins on the Account Information page.

Microsoft Office Store Icon in Outlook

The Microsoft Office store icon may be in different locations in Outlook based on your Outlook version and whether you are in Outlook for Windows, Outlook for Mac, or OWA. In Outlook 2016 for Windows, you see the Microsoft Office store icon in the Add-in group on the Home tab in the Outlook ribbon. When you click the icon, it takes you to the Add-ins for Outlook page at the Microsoft Office Store. On this page, enter Vantagepoint in the Search field to find the Vantagepoint add-in and install it on your workstation.

If the Microsoft Office Store icon does not display in Outlook

If the Microsoft Office Store

icon does not display in Outlook, you may need to install the following Microsoft security updates:

May 12, 2015 update for Outlook 2013
Update adds the Store button to the Home tab ribbon in Outlook 2013
June 13, 2017 update for Outlook 2013
Description of the security update for Outlook 2013: June 13, 2017

Deltek Vantagepoint Help

Installing the Outlook Add-in for `Vantagepoint`

Pre-Requisites

Microsoft Outlook and Exchange Supported Versions

Options for Installing the Outlook Add-in

Other Microsoft Outlook Articles on Add-ins

Microsoft Office Store Icon in Outlook