# Plugin per Outlook

# Versioni Outlook compatibili con vtenext

Grazie al Plugin Outlook integrato in vtenext è possibile ottenere una piena compatibilità fra client di posta e CRM. Esso permette:

- la sincronizzazione di Anagrafiche, Eventi e Compiti in modo bidirezionale con vtenext;
- il collegamento delle email alle entità anagrafiche;
- la creazione di nuove entità all’interno di moduli prescelti.

L’estrema flessibilità delle configurazioni permette un’elevata personalizzazione e consente all’utente di determinare, per ciascun modulo, i campi (nome, indirizzo, etc.) in cui effettuare la ricerca.

**N.B.:** se l'autenticazione ad Outlook viene fatta con Oauth2 (verifica in due passaggi), **non si deve utilizzare un account imap personalizzato ma bensì quello standard**. Altro aspetto importante della configurazione è che **il server IMAP di Office365 è in ascolto sulla 993** (non usare la 443).

Le operazioni di collegamento fra e-mail ed entità di vtenext risultano in questo modo precise e immediate. Attraverso l’utilizzo del plugin gli utenti che desiderano continuare ad utilizzare il client Outlook, o semplicemente hanno bisogno di importarne i dati nel CRM, possono tranquillamente beneficiare di tutti i vantaggi offerti da vtenext. Il plugin è compatibile con le seguenti versioni di Outlook:

<table border="1" id="bkmrk-%C2%A0-outlook-2007-outl" style="border-collapse: collapse; width: 106.25%; height: 222px;"><tbody><tr style="height: 31px;"><td rowspan="2" style="width: 18.4258%; height: 41px; background-color: #d9edf8;"> </td><td class="align-center" colspan="2" style="width: 18.2099%; height: 10px;">**Outlook 2007**</td><td class="align-center" colspan="2" style="width: 19.2901%; height: 10px;">**Outlook 2010**</td><td class="align-center" colspan="2" style="height: 10px; width: 19.2748%;">**Outlook 2013**</td><td class="align-center" colspan="2" style="width: 19.1666%; height: 10px;">**Outlook 2019**  
  
</td><td class="align-center" style="width: 13.9815%; height: 10px;">**Outlook 365**</td></tr><tr style="height: 31px;"><td class="align-center" style="width: 6.57407%; height: 31px;">x86</td><td class="align-center" style="width: 11.6358%; height: 31px;">x64</td><td class="align-center" style="width: 13.3642%; height: 31px;">x86</td><td class="align-center" style="width: 5.92593%; height: 31px;">x64</td><td class="align-center" style="width: 12.8242%; height: 31px;">x86</td><td class="align-center" style="width: 6.45064%; height: 31px;">x64</td><td class="align-center" style="width: 10.0154%; height: 31px;">x86</td><td class="align-center" style="width: 9.15125%; height: 31px;">x64</td><td class="align-center" rowspan="7" style="width: 13.9815%; height: 212px; vertical-align: middle;">Compatibilità non garantita in base alle versioni di Office 365</td></tr><tr style="height: 31px;"><td class="align-center" style="width: 18.4258%; height: 31px; background-color: #d9edf8; vertical-align: middle;">**Windows 7 x86**</td><td class="align-center" style="width: 6.57407%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)

</td><td class="align-center" style="width: 11.6358%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 13.3642%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 5.92593%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 12.8242%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 6.45064%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 10.0154%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 9.15125%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td></tr><tr style="height: 31px;"><td class="align-center" style="width: 18.4258%; height: 31px; background-color: #d9edf8; vertical-align: middle;">**Windows 7 x64**</td><td class="align-center" style="width: 6.57407%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 11.6358%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 13.3642%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 5.92593%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 12.8242%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 6.45064%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 10.0154%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 9.15125%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td></tr><tr style="height: 31px;"><td class="align-center" style="width: 18.4258%; height: 31px; background-color: #d9edf8; vertical-align: middle;">**Windows 8 x86**</td><td class="align-center" style="width: 6.57407%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 11.6358%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 13.3642%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 5.92593%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 12.8242%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 6.45064%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 10.0154%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 9.15125%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td></tr><tr style="height: 31px;"><td class="align-center" style="width: 18.4258%; height: 31px; background-color: #d9edf8; vertical-align: middle;">**Windows 8 x64**</td><td class="align-center" style="width: 6.57407%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 11.6358%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 13.3642%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 5.92593%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 12.8242%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 6.45064%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 10.0154%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 9.15125%; height: 31px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td></tr><tr style="height: 42px;"><td class="align-center" style="width: 18.4258%; background-color: #d9edf8; height: 34px; vertical-align: middle;">**Windows 10 x86**</td><td class="align-center" style="width: 6.57407%; height: 34px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 11.6358%; height: 34px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 13.3642%; height: 34px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 5.92593%; height: 34px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 12.8242%; height: 34px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 6.45064%; height: 34px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 10.0154%; height: 34px; vertical-align: middle;"> </td><td class="align-center" style="width: 9.15125%; height: 34px; vertical-align: middle;"> </td></tr><tr style="height: 42px;"><td class="align-center" style="width: 18.4258%; background-color: #d9edf8; height: 23px; vertical-align: middle;">**Windows 10 x64**</td><td class="align-center" style="width: 6.57407%; height: 23px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 11.6358%; height: 23px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 13.3642%; height: 23px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 5.92593%; height: 23px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 12.8242%; height: 23px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 6.45064%; height: 23px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 10.0154%; height: 23px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td><td class="align-center" style="width: 9.15125%; height: 23px; vertical-align: middle;">![](https://usermanual.vtenext.com/uploads/images/gallery/2019-09-Sep/scaled-840-0/image-1568816410146.png)</td></tr></tbody></table>

**LOGIN**

Una volta conclusa l’installazione è necessario impostare le credenziali di accesso a vtenext comprensivi di dominio, nome utente e password. Successivamente tutte le operazioni effettuate tramite Outlook, verranno riconosciute ed assegnate all’utente loggato in vtenext. Il plugin mantiene la coerenza con le regole di accesso alle informazioni contenute in vtenext secondo il ruolo di appartenenza del singolo utente.

![](https://usermanual.vtenext.com/uploads/images/gallery/2019-04-Apr/scaled-840-0/image-1556534016627.png)

**COLLEGARE EMAIL A vtenext**

Tutte le e-mail ricevute possono essere collegate a entità presenti all’interno di vtenext. Si possono configurare lato server gli oggetti da collegare, comprensivi dei moduli custom che sono relazionati al modulo Messaggi di vtenext. I componenti aggiuntivi sono posizionati in alto a sinistra nella schermata del client.

![](https://usermanual.vtenext.com/uploads/images/gallery/2019-04-Apr/scaled-840-0/image-1556534055097.png)

COLLEGA EMAIL apre la finestra di ricerca degli oggetti del vtenext.

![](https://usermanual.vtenext.com/uploads/images/gallery/2019-04-Apr/scaled-840-0/image-1556534107320.png)

Si possono selezionare il modulo e i records all’interno di esso alla quale collegare la mail ed effettuare una ricerca sui campi del modulo evidenziato. Ad esempio se si vuole collegare la mail a un’azienda, la ricerca viene effettuata all’interno dei campi dell’azienda.

Ogni utente può configurare in autonomia i campi da tenere in considerazione per la ricerca tramite il pulsante CRITERI DI RICERCA.

![](https://usermanual.vtenext.com/uploads/images/gallery/2019-04-Apr/scaled-840-0/image-1556534532426.png)

Una volta individuato il record tramite COLLEGA si può effettuare il legame che sarà disponibile in vtenext e memorizzato nell’archivio del CRM.

![](https://usermanual.vtenext.com/uploads/images/gallery/2019-04-Apr/scaled-840-0/image-1556534579063.png)

**Verrà visionato un messaggio di operazione completata.**

![](https://usermanual.vtenext.com/uploads/images/gallery/2019-04-Apr/scaled-840-0/image-1556540548952.png)

L’email sarà correttamente collegata all’entità selezionata all’interno di vtenext, nelle relazioni con il modulo MESSAGGI.

![](https://usermanual.vtenext.com/uploads/images/gallery/2019-04-Apr/scaled-840-0/image-1556540564486.png)

# Creazione di una nuova entità

Oltre alla possibilità di sincronizzare eventi e compiti tra il calendario di Outlook e quello interno a vtenext, si possono creare nuove entità di vtenext direttamente da Outlook attraverso l’utilizzo di Webservice. Nella schermata di COLLEGA EMAIL, il pulsante CREA NUOVO E COLLEGA agevola la creazione di un oggetto del tipo selezionato, proponendo i campi da compilare, la loro obbligatorietà. I valori degli elenchi vengono recuperati in tempo reale dal plugin mediante un’interrogazione a vtenext.

![](https://usermanual.vtenext.com/uploads/images/gallery/2019-04-Apr/scaled-840-0/image-1556540610485.png)

La schermata di creazione della nuova entità è predisposta per contenere tutte le informazioni che servono per salvare il record e collegarci l’email che l’ha generato.

L’esempio illustrato propone le informazioni necessarie per generare un ticket di Assistenza all’interno di vtenext, mantenendo la relazione con l’email originaria della creazione.

![](https://usermanual.vtenext.com/uploads/images/gallery/2019-04-Apr/scaled-840-0/image-1556540690968.png)