Connect for Microsoft Outlook


Connect for Microsoft Outlook is a solution that integrates Deltek Vision CRM with Microsoft Outlook. It enables sales and marketing professionals to perform important, day-to-day, CRM-related tasks directly within Microsoft Outlook. This saves time and increases user adoption of Deltek Vision CRM.

Main features of Connect for Microsoft Outlook include:

  • Create, update and delete any CRM object: Including clients, contacts, vendors, opportunities and activities – right within Outlook
  • Link appointments and tasks to CRM records directly in Outlook
  • Link emails to CRM records right in Outlook
  • Full and bi-directional synchronization allows users to work, even when offline

For more information on Deltek Vision Connect for Microsoft Outlook, please visit the Connect for Microsoft Outlook page on Deltek’s website.



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