Set up the Outlook add-in

Auto-install the add-in

When CRM users with a provisioned Outlook account sign into the application in My Sync Settings, the add-in will automatically install.

Mass provision the add-in

After the In Mind Cloud add-in has been installed for your organization, it is available for all your end-users. You can make the add-in required or optional.

To install the add-in for your organization, complete the following steps:

1. Open the Office 365 Admin center.
2. Navigate to Settings, then to Services & add-ins as shown in the following image:

3. Select Deploy Add-In as shown in the following image:

4. Choose one of the following locations from which you want to install the add-in:

   • Office store
   • Manifest URL provided by In Mind Cloud
   • Manifest file stored on your local drive

5. In the New Add-In screen as shown in the following image, select one of the following options:

• I want to add the Add-In from the Office Store
  At the Office Store, find Revenue Inbox for Salesforce and select Add.
• I have a URL for the manifest file
  In the URL field, enter the full URL for the Revenue Inbox for In Mind Cloud manifest file and select Install.
• I have the manifest file (.xml) on this device
  Select Browse, then navigate to the location of the Revenue Inbox for In Mind Cloud manifest file and select Next.

The following image shows the options previously presented.

6. After Office 365 prepares and completes the process, select Next as shown in the following image:

7. Set the default visibility of the add-in. Options are as follows:

• Optional, enabled
  • Use this setting to enable the add-in by default and to allow your users to turn off the add-in.
• Optional, disabled
  • Use this setting to disable the add-in by default and allow your users to turn on the add-In themselves.
• Mandatory, always enabled
  • Use this setting when you do not want to allow your users to turn off the add-in.

After selecting one of the options as shown in the following image, select Next.

8. Select which users in your company will use the add-in by. Select one of following options:
   • Specific Users/Groups, which is the most common selection.
   • Everyone, which adds every MS Outlook app or web user in your company.

After selecting the option as shown in the following image, select Save.