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TeamConnect O365 Add-In 4.2

Welcome to the TeamConnect O365 Add-In 4.2 Help! 

Introduction and Preface 

This page provides easy navigation to various guides and is designed for individuals seeking an introduction to the usage of the most recent TeamConnect O365 Add-In version 4.2. It provides insights into the user interface and essential functionalities. You'll gain proficiency in executing everyday tasks and accessing reference details about standard fields and tasks across all system record screens, as well as information about shortcut keys and terminology. Kindly use the provided links below to access the respective guides.

User Guides and other Documents for reference 

Topic Name Summary
End User Guide for TeamConnect Add-In O365 4.2 This user guide for TeamConnect O365 Add-In 4.2 provides end users with task management features, enabling tracking and handling of matter-related tasks. Key updates include integration with Microsoft To-Do, offering real-time sync and a smooth transition from the previous plugin.
Task Migration End User Guide This guide helps end users migrate tasks from the Outlook Plugin to the TeamConnect O365 Add-In 4.2, with coordination required among Admins and end users. Users should stop using the Outlook Plugin after migrating to avoid data issues, and task migration is only available for TeamConnect 7.2 and above.
Admin Guide for TeamConnect Add-In O365 4.2 This guide outlines the latest enhancements in TeamConnect O365 Add-In 4.2, focusing on new task management features and migration guidance for Admins transitioning from the Outlook Plugin.
Task Migration Admin Guide This guide is designed for Admins overseeing the migration from the Outlook Plugin to the Outlook Add-in in coordination with TeamConnect and Office Suite Admins. It covers essential setup details, task migration requirements, and recommendations, emphasizing the importance of uninstalling the Office Suite Plugin post-migration to avoid data conflicts.
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