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Deploy Outlook Add-In

System requirements and instructions for IT departments to deploy the Outlook Add-in.

Note:

This information is for use by IT departments and others managing system-wide deployment.

What are the system requirements for Outlook Add-in?

You need to check the following important Outlook and Exchange requirements and restrictions before users can enable the Add-in:

  • Version must be Outlook Live, Microsoft Office 2019 or Microsoft 365.

  • Email account must be hosted on Microsoft Exchange Server, Outlook Live or Microsoft 365.

  • Add-in enabling should NOT be restricted by the network administrator.

  • Your organisation must be storing data via a third-party cloud service. The Add-in is not available to 'on-premise' environments.

Centralised deployment of Office Add-ins

There are two options for centralised deployment of Office Add-ins:

  • If your organisation is using Microsoft 365, follow these instructions to deploy the add-in from the AppSource store.
    ​

  • The add-in can also be deployed from its manifest file instead. The latest version of the Add-in's manifest file can be downloaded from https://outlook.simplystakeholders.com/manifest.xml. You can either install it directly from that URL or manually download it and pass it to Exchange.
    ​Note: This deployment method will make it harder for users to receive some updates in future.

How to set up the Simply Stakeholders Outlook Add-in in Azure AD

  1. Go to the Azure Portal and navigate to Azure Active Directory.

  2. Navigate to the Enterprise Applications tab.

  3. Click New application.

  4. Search for and select Simply Stakeholders Outlook Add-in.

  5. Click Sign up for Simply Stakeholders.

  6. Click Sign in with Microsoft.
    You'll be redirected to an Azure AD login page.

  7. Review and consent to the required permissions on behalf of the organisation:

    • Calendars.Read.Shared - Delegated - Read user and shared calendars

    • Contacts.ReadWrite - Delegated - Have full access to user contacts

    • Mail.ReadWrite - Delegated - Read and write access to user mail

    • offline_access - Delegated - Maintain access to data you have given it access to

    • openid - Delegated - Sign users in

    • profile - Delegated - View users' basic profile

  8. You may see an 'Error signing in with external account' page. You can ignore this.

Users will now be able to access the Outlook Add-in.

For more help

For more information, to arrange a demo, or for product training please contact our Customer Success Team or email [email protected].

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