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Free Plugin but CRM License Required
Outlook Mail Connector is available for free in the Microsoft Store under the name vtenext Mail C...
CRM-Side Installation and License Activation Procedure
To make Outlook Mail Connector operational, the corresponding component must be installed and act...
CRM URL and Credentials Entry
After installing the Outlook plugin and activating the license on the CRM side, users can log in ...
Logout and Session Management
Outlook Mail Connector maintains an authenticated session with the vtenext CRM once login has bee...
Accessing the Plugin from an Email
Outlook Mail Connector is accessed directly from within an opened email in Microsoft Outlook via ...
Module Selection and Record Search
Once the Outlook Mail Connector plugin is open, users can select the CRM module to which the emai...
Linking Emails to the CRM
After selecting the appropriate CRM module and identifying the correct record, the email can be l...
Attachment Management
When an email is linked to the CRM using Outlook Mail Connector, any attachments included in the ...
Email Positioning in the CRM and Messages Relationship
Emails linked through Outlook Mail Connector are stored directly within the selected record in th...
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...
Plugin Updates
Outlook Mail Connector is updated automatically through the Microsoft Store. No manual intervent...
Logout and Uninstallation
Outlook Mail Connector can be logged out from or removed without affecting any data already store...