Install Outlook365 Client: Difference between revisions

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The Office 365 manifest install uses the URL
17 Sept 2024
 
Accelerator Pro for Sage CRM is now available on the Microsft App Source Store
 
Click [https://appsource.microsoft.com/en-us/product/office/WA200007357?tab=Overview?src=onlinehelp&mktcmpid=acpro here] to open or add via Outlook.
 
[[Image:badge-ms-appstore.png|link=https://appsource.microsoft.com/en-us/product/office/WA200007357]]
 
----
 
** Admin Consent Flow Setup **
 
Note: As of April 2025 we were required to use the MSGraph API. Users will therefore be prompted to allow access to their emails. In some cases administrator consent is required.
 
[[File:Admin Consent Flow Setup.png]]


AC Pro Version 5.2
To do this administrators should open the url  [https://login.microsoftonline.com/common/adminconsent?client_id=28f7c67e-6631-4b43-9755-a34ec1ba8c7e&redirect_uri=https://appacpro.crmtogether.com here] and provide consent here for the users to install the add-in. 
  [https://update.crmtogether.com/version1260-manifest.xml Office365 Manifest AC 5.2]


* Note: AC Plus users should use the manifest url on page https://accelerator.crmtogether.com/index.php?title=AC_Plus_Client_Install
What is this?  


** Note (9 Nov 23) Microsoft have removed the option to add from a url and so you have to save the manifest and add as a file. In 2024 we will have the app on the app store removing the need for all this.
This is a block configured within Outlook/Outlook 365 and an Admin for Outlook/Office365 needs to resolve this.


ref: https://support.microsoft.com/en-us/office/using-add-ins-in-outlook-on-the-web-8f2ce816-5df4-44a5-958c-f7f9d6dabdce
  <nowiki>https://docs.azure.cn/en-us/entra/identity/enterprise-apps/admin-consent-workflow-overview</nowiki>


See also
To allow users to control what can/cannot be installed:
    https://devblogs.microsoft.com/microsoft365dev/updates-to-how-to-install-and-use-add-ins-and-apps-in-outlook-for-windows-and-outlook-on-the-web/?ocid=microsoft365dev_eml_tnp_autoid65_title


to load in the application. This can be installed per-user or via the admin area and users are given access as required.
    Sign into your Office365 administrator account.
This is done via the 365 interface.  


So log into Outlook on the web.  
    Click Settings -> Org Settings.


Open https://aka.ms/olksideload and you will be able to add this 'Office365 Manifest AC' you downloaded in from the "My add ins" page./Custom add ins, Add File.  
    In the User consent to apps section, ensure the checkbox is ticked.


Check out Microsofts latest documentation to see how to do this.
    Click "Save Changes".  


Watch [https://vimeo.com/547526467 here]
This will prompt users and confirm that they want to grant access to the permissions across all Microsoft Add-Ins. If that level of access is not desired, a workflow can be setup to allow administrators to approve requests using the “admin consent workflow”. For information on configuring that workflow, please see Microsoft's help page:
[https://learn.microsoft.com/en-us/azure/active-directory/manage-apps/configure-admin-consent-workflow Configure the admin consent workflow]


to see how a single user can do this on a mail box.
Further information on managing consent within Outlook is available via Microsoft here:
[https://learn.microsoft.com/en-us/azure/active-directory/manage-apps/manage-consent-requests Manage consent to applications and evaluate consent requests]


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Differences with our add-in and the Office 365 one
Differences with our Outlook Classic add-in and the Office 365 one


Features not supported
Features not supported
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-Compose (email)
-Compose (email)


* Neither send and save buttons are available
* "send and save" and "Prompt and Send" buttons are NOT available. This is due to API restrictions. However we have a "Save" button that allows you save the email in compose mode before you send it.
 
* Open Task Pane will not match on the email in TO


Also Note that Outlook on Mobile/Smart phones is not supported
Also Note that Outlook on Mobile/Smart phones is not supported
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We recommend editing your Outlook settings so the Accelerator button is visible in the toolbar.  
We recommend editing your Outlook settings so the Accelerator button is visible in the toolbar.  


1. Go to the Settings gear (1)
1. Select an email and click the three dots "..."


[[File:o365 custom settings.png]]
[[File:o365 emaildotclick.png]]


2. Click on View all Outlook settings (2)
2. Choose Customize actions


3. Choose Customize actions
3. Check the Accelerator Pro in the screen


4. Check the Accelerator in the Message surface (located in the Customise actions section) by clicking the check mark next to it.  
[[File:o365 check acpro.png]]


[[File:o365 check ac.png]]
4. Click Save


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You can log into outlook on the web and then in the same browser open https://aka.ms/olksideload find the add-in in the Custom add-ins section of the dialog box that lists your installed add-ins. Choose the ellipsis (...) for the add-in and then choose Remove to remove that specific add-in.
You can log into outlook on the web and then in the same browser open https://aka.ms/olksideload find the add-in in the Custom add-ins section of the dialog box that lists your installed add-ins. Choose the ellipsis (...) for the add-in and then choose Remove to remove that specific add-in.


And from there remove the add in. Sometimes though in your Outlook Classic client things get stuck and so you may need to manually clear the cache. Follow the steps below:
And from there remove the add in. Sometimes though in your Outlook Classic client things get stuck and so you may need to manually clear the cache. Follow the steps below (at your own risk):


1. Close Outlook.
1. Close Outlook.
Line 86: Line 101:
4. Delete all the files and folders in the folder that opens.
4. Delete all the files and folders in the folder that opens.


5. Restart Outlook and check if the new version of the add-in is displayed.
5. Restart Outlook and check if the new version of the add-in is removed.
 
--Historical Method--
 
The Office 365 manifest install uses the URL
 
AC Pro Version 5.2
  [https://update.crmtogether.com/version1260-manifest.xml Office365 Manifest AC 5.2]
 
* Note: AC Plus users should use the manifest url on page https://accelerator.crmtogether.com/index.php?title=AC_Plus_Client_Install
 
** Note (9 Nov 23) Microsoft have removed the option to add from a url and so you have to save the manifest and add as a file. In 2024 we will have the app on the app store removing the need for all this.
 
ref: https://support.microsoft.com/en-us/office/using-add-ins-in-outlook-on-the-web-8f2ce816-5df4-44a5-958c-f7f9d6dabdce
 
See also
    https://devblogs.microsoft.com/microsoft365dev/updates-to-how-to-install-and-use-add-ins-and-apps-in-outlook-for-windows-and-outlook-on-the-web/?ocid=microsoft365dev_eml_tnp_autoid65_title
 
to load in the application. This can be installed per-user or via the admin area and users are given access as required.
This is done via the 365 interface.
 
So log into Outlook on the web.
 
Open https://aka.ms/olksideload and you will be able to add this 'Office365 Manifest AC' you downloaded in from the "My add ins" page./Custom add ins, Add File.
 
Check out Microsofts latest documentation to see how to do this.
 
Watch [https://vimeo.com/547526467 here]
 
to see how a single user can do this on a mail box.
 
----

Latest revision as of 16:44, 9 June 2025

17 Sept 2024

Accelerator Pro for Sage CRM is now available on the Microsft App Source Store

Click here to open or add via Outlook.

    • Admin Consent Flow Setup **

Note: As of April 2025 we were required to use the MSGraph API. Users will therefore be prompted to allow access to their emails. In some cases administrator consent is required.

To do this administrators should open the url here and provide consent here for the users to install the add-in.

What is this?

This is a block configured within Outlook/Outlook 365 and an Admin for Outlook/Office365 needs to resolve this.

  https://docs.azure.cn/en-us/entra/identity/enterprise-apps/admin-consent-workflow-overview

To allow users to control what can/cannot be installed: 

   Sign into your Office365 administrator account.

   Click Settings -> Org Settings.

   In the User consent to apps section, ensure the checkbox is ticked.

   Click "Save Changes".

This will prompt users and confirm that they want to grant access to the permissions across all Microsoft Add-Ins. If that level of access is not desired, a workflow can be setup to allow administrators to approve requests using the “admin consent workflow”. For information on configuring that workflow, please see Microsoft's help page: Configure the admin consent workflow

Further information on managing consent within Outlook is available via Microsoft here: Manage consent to applications and evaluate consent requests

Differences with our Outlook Classic add-in and the Office 365 one

Features not supported

-Explorer (Options menu)

  • Add Tag
  • Reply and Tag
  • New Email
  • New Appointment

-Compose (email)

  • "send and save" and "Prompt and Send" buttons are NOT available. This is due to API restrictions. However we have a "Save" button that allows you save the email in compose mode before you send it.
  • Open Task Pane will not match on the email in TO

Also Note that Outlook on Mobile/Smart phones is not supported

Enable

To keep the task pane open Pin the task pane (otherwise when you change email it will close)

Ideal Configuration

We recommend editing your Outlook settings so the Accelerator button is visible in the toolbar.

1. Select an email and click the three dots "..."

2. Choose Customize actions

3. Check the Accelerator Pro in the screen

4. Click Save

Removing add-ins

You can log into outlook on the web and then in the same browser open https://aka.ms/olksideload find the add-in in the Custom add-ins section of the dialog box that lists your installed add-ins. Choose the ellipsis (...) for the add-in and then choose Remove to remove that specific add-in.

And from there remove the add in. Sometimes though in your Outlook Classic client things get stuck and so you may need to manually clear the cache. Follow the steps below (at your own risk):

1. Close Outlook.

2. Open the Run command by pressing the Windows key + R.

3. Type %localappdata%\Microsoft\Outlook\ and press Enter.

4. Delete all the files and folders in the folder that opens.

5. Restart Outlook and check if the new version of the add-in is removed.

--Historical Method--

The Office 365 manifest install uses the URL

AC Pro Version 5.2 

 Office365 Manifest AC 5.2
    • Note (9 Nov 23) Microsoft have removed the option to add from a url and so you have to save the manifest and add as a file. In 2024 we will have the app on the app store removing the need for all this.

ref: https://support.microsoft.com/en-us/office/using-add-ins-in-outlook-on-the-web-8f2ce816-5df4-44a5-958c-f7f9d6dabdce

See also 

   https://devblogs.microsoft.com/microsoft365dev/updates-to-how-to-install-and-use-add-ins-and-apps-in-outlook-for-windows-and-outlook-on-the-web/?ocid=microsoft365dev_eml_tnp_autoid65_title

to load in the application. This can be installed per-user or via the admin area and users are given access as required. This is done via the 365 interface.

So log into Outlook on the web.

Open https://aka.ms/olksideload and you will be able to add this 'Office365 Manifest AC' you downloaded in from the "My add ins" page./Custom add ins, Add File.

Check out Microsofts latest documentation to see how to do this.

Watch here

to see how a single user can do this on a mail box.

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