Set Up Individual Connect Users for Outlook Integration

For small installations, the Vantagepoint administrator can enter a user's credentials to set up one Connect user at a time. This is useful for testing purposes or in situations where you need to set up only a small number of Connect users for which you know the Outlook credentials. You can set up individual users without Exchange Administration.

Videos: See related videos below

Prerequisites:

To view the prerequisites and required settings for the Connect for Outlook add-in, see Connect for Outlook Prerequisites and Required Settings.

To set up an individual Connect user:

1. In the Vantagepoint Navigation pane, select Utilities > Integrations > Connect .
   If you are logged in as the user that you are provisioning, skip to step 5.
2. On the Connect Administration form, click the Provisioning tab.
3. Locate the user that you want to provision and click +Provisioning on the grid row to provision (activate) the account.
4. In the Provision Result grid, click the user name.
   The Users subtab opens and displays the selected user.
5. Click the Connectivity tab and select the Mailbox Access Type.

   This is the method that is used to log in to the email account:

   • Password: This option requires that the user enter their Outlook password. When you select this option, the Exchange Web Services (EWS) URL, Username, and Password fields display.
   • OAuth: This method supports multi-factor authentication. This method requires Office 365. The user must enter their Vantagepoint credentials to automatically log in to Outlook.

   Based on your selection, the email address automatically populates in the Email field.

6. Enter the user name for the mailbox or copy the email address into the User Name field if it is the same.
   This might be your email address, but it could be your Domain/User Name.
7. Depending on whether or not your user account is set up for two-factor authentication, select one of these actions:
   • If you do not use two-factor authentication, enter the password for your email account.
   • If you use two-factor authentication, enter the App Password.

     To set up the App Password, use Settings for your email box. See the following article for additional information: https://docs.microsoft.com/en-us/azure/active-director/user-help/multi-factor-authentication-end-user-app-passwords.

8. Click the Exchange Web Services (EWS) URL field.
   The EWS URL is located and populated automatically. If the EWS URL is not auto-populated, contact your Microsoft Exchange administrator for the URL and to ensure EWS is enabled in Exchange.
9. Click Save.
   The user and email are configured.
10. If you have not yet done so, Install the VantagepointConnect Add-in for Outlook via the Microsoft Exchange Admin Center or from Connect Administration.
11. The user logs in to Vantagepoint from the Outlook add-in.
12. Select Force Synchronization.

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.