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  • Outlook Mail Connector

  • Introduction

    • What is Outlook Mail Connector

    • Supported Email Accounts

  • Compatibility and Requirements

    • Supported Outlook Platforms

    • CRM Requirements

    • Connectivity and Technical Requirements

  • Plugin Installation

    • Download from Microsoft Store

    • Installation and First Access

  • CRM License Activation

    • Free Plugin but CRM License Required

    • CRM-Side Installation and License Activation Procedure

  • Login and Configuration

    • CRM URL and Credentials Entry

    • Logout and Session Management

  • Operational Usage

    • Accessing the Plugin from an Email

    • Module Selection and Record Search

    • Linking Emails to the CRM

    • Attachment Management

    • Email Positioning in the CRM and Messages Relationship

  • Permissions and Security

    • CRM Permission Replication in the Plugin

    • Email Data Handling and Privacy Considerations

  • Updates and Compatibility

    • Plugin Updates

  • Plugin Removal

    • Logout and Uninstallation

Books
Outlook Mail Connector
Compatibility and Requ...

Compatibility and Requirements

Supported Outlook Platforms

Outlook Mail Connector is compatible with all Microsoft Outlook versions that support Microsoft a...

CRM Requirements

To use Outlook Mail Connector, an active vtenext CRM instance with an enabled Mail Connector lice...

Connectivity and Technical Requirements

Outlook Mail Connector requires an active connection to the vtenext CRM in order to function corr...

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Created 3 months ago by martini
Updated 3 months ago by martini
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