This topic provides step-by-step instructions for installing and configuring the email add-in for Outlook for:
Before you begin
- 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.
- 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 article: Creating activities, cases, and tasks from your Outlook email.
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The following instructions for distributing the Add-In though through 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:
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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To install the email add-in for Outlook:
The next few steps configure the settings: URL, Username, and Mail Key. Next: Check your email address in ClientSpaceTo ensure that your email address is added to your ClientSpace User Details:
Next: Obtain Mail Key from ClientSpaceTo obtain the Mail Key:
At this point, the key is copied to your clipboard and you are ready to paste the Mail Key in the Outlook configuration pane. Next: Back to OutlookTo continue the configuration:
What's next?When you click Post to ClientSpace, you are logged into ClientSpace. The Post To Pulse page appears. From the Post To Pulse page, you can:
You are now logged into ClientSpace, ready for the next action. Go the next Help article for the procedure on how to create activities, cases, and tasks from the Post To Pulse page. |
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To install the email add-in for Outlook from Office 365:
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If your Administrator has installed the add-in as Optional - Enabled by default, or Mandatory, always enabled, and you have logged into Outlook via portal.office.com, the add-in should be present when you open your Windows install of Outlook (Office 2013 and newer). For environments where the admin has made this add-in Optional, disabled by default, or if you have not opened Outlook via portal.office.com, you must manually install the add-in using the following instructions. To install the email add-in for Outlook in Windows:
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