Vision Connect for Microsoft Outlook

A More Intuitive Way to Manage Business Development

This solution integrates Deltek Vision with Microsoft Outlook. Vision Connect enables business development and marketing professionals to perform important and common Vision tasks directly in Microsoft Outlook – saving time and increasing user adoption of your Vision CRM system.

Deltek Vision Connect for Microsoft outlook

Features and Benefits include:

  • Manage Deltek Clients, Contacts, Vendors, Opportunities and Activities directly in Outlook, saving time and making updates easier
  • Manage appointments and tasks related to Deltek Vision records and link them to other Deltek records directly in Outlook, making it easy to maintain a history of activities with Clients
  • Manage emails and link them to Deltek records directly in Outlook, making it easy to maintain a history of communications with Clients
  • Utilize bi-directional, incremental synchronization to ensure information in Deltek Vision stays up-to-date, which allows you to perform work even when disconnected
  • Organize all your data in one unified workspace inside of Microsoft Outlook — it's easy-to-use and there's no longer a need to juggle multiple programs
  • Get Connect for Microsoft Outlook deployed and rolled out quickly with the Compare and Merge Duplicates tool intended to automate and streamline the on-boarding process

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Get the answers to Frequently Asked Questions about Vision Connect for Microsoft Outlook.

Product Sheet Download Now Download the Deltek Vision Connect for Microsoft Office product sheet