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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
Permissions and Security

Permissions and Security

CRM Permission Replication in the Plugin

Outlook Mail Connector fully replicates the permission structure configured within the vtenext CR...

Email Data Handling and Privacy Considerations

When an email is linked to the CRM using Outlook Mail Connector, the message is fully copied into...

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