OZ-KBA-6502: Connect Sharepoint to Outlook

This KB will explain:

•    Connecting Sharepoint to Outlook

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Connecting Sharepoint to Outlook

The process for this is quite easy so I have included some steps below that should get you going:
1.    Open SharePoint and navigate to the document library you would like to have referenced in Outlook (see red box below)
 
2.    With the document library open, click on the “Actions” item in the document library toolbar and select the “Connect to Outlook” option
 
3.    Depending on your Operating System, you may be prompted to accept the link (the screen shown below is an example of the request presented on a Windows Vista machine). In this example, select “Allow” to proceed
 
4.    Outlook will then prompt you in a similar way. It will request that you allow this SharePoint List to appear in Outlook. Click on “Yes” to proceed
 
5.    By this stage, you should have successfully connected one of the SharePoint libraries to Outlook as a SharePoint List. The red boxes below highlight how these lists appear and allow you to interact with SharePoint inside of Outlook.
 

Note: When starting Outlook, you will typically be prompted for a Username and Password once a SharePoint List is connected to your Outlook. You should key this in each time you start Outlook (which is typically once a day) and save the credentials so the connection can be maintained throughout the day.