Email add-in for Outlook

This topic provides step-by-step instructions for installing and configuring the email add-in for Outlook for:

• outlook.live.com
• Office 365 Online
• Outlook in Windows

Why use the email add-in?

The email add-in connects your Outlook email Inbox with ClientSpace to automate the process of creating an activity record when you send an email. The add-in eliminates the need to maintain activity records in multiple places. When you send an email from ClientSpace, the activity is captured for the client, prospective client, or lead. Additionally, the email add-in enables an easy way to create activities, cases, and tasks from received emails listed in the External Mailbox dashboard. All activity is performed from within ClientSpace.

Overview of configuration

1. The first step is to install and configure the email add-in for Outlook.
   • Select your preferred method of accessing Outlook (outlook.live.com, Office 365 Online, or Outlook in Windows).
   • Follow the installation procedures in this topic.
2. The second step is to select an email message and post it to ClientSpace.
   • The steps for selecting the email and posting to ClientSpace are in a separate topic, Creating Activities, Cases, Tasks, and Claim Notes from Outlook.

Microsoft Outlook add-in deployment

The following instructions for distributing the Add-In though Exchange Admin should be used when publishing the Outlook add-In. Any deviation from this procedure may produce unexpected results and falls outside the scope of support for this product.

Per Microsoft, Outlook add-in deployment requires:

• Office 365, Exchange Online, or Exchange Server 2013 or later
• Outlook 2013 or later

It is also highly recommended that you apply the latest service pack / patches for Exchange server to ensure you have Microsoft's latest deployment code. More details about this and the technology used for these add-ins can be found here: https://docs.microsoft.com/en-us/outlook/add-ins/

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