---
title: "Set up the Outlook add-in"
slug: "provisioning-the-outlook-add-in-1"
updated: 2025-01-09T19:50:30Z
published: 2025-01-09T19:50:30Z
canonical: "docs.zilliant.com/provisioning-the-outlook-add-in-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

![image](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Set%20up%20MS%20Ad-In%201.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A49%3A03Z&se=2026-11-11T13%3A49%3A03Z&sr=c&sp=r&sig=UT0nqyiDNWNzbfc3BKxXXgkdda1Zgz94ewfgGX6P51o%3D)

## 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:

![image](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Set%20up%20MS%20Ad-in%202.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A49%3A03Z&se=2026-11-11T13%3A49%3A03Z&sr=c&sp=r&sig=UT0nqyiDNWNzbfc3BKxXXgkdda1Zgz94ewfgGX6P51o%3D)

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

![image](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Set%20up%20MS%20Add-in%203.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A49%3A03Z&se=2026-11-11T13%3A49%3A03Z&sr=c&sp=r&sig=UT0nqyiDNWNzbfc3BKxXXgkdda1Zgz94ewfgGX6P51o%3D)

1. 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
2. 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. ![image](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Set%20Up%20MS%20Add-In%204.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A49%3A03Z&se=2026-11-11T13%3A49%3A03Z&sr=c&sp=r&sig=UT0nqyiDNWNzbfc3BKxXXgkdda1Zgz94ewfgGX6P51o%3D)

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

![image](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Set%20Up%20MS%20Ad-in%205.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A49%3A03Z&se=2026-11-11T13%3A49%3A03Z&sr=c&sp=r&sig=UT0nqyiDNWNzbfc3BKxXXgkdda1Zgz94ewfgGX6P51o%3D)

1. 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.**

![image](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Set%20Up%20MS%20Add-in%206.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A49%3A03Z&se=2026-11-11T13%3A49%3A03Z&sr=c&sp=r&sig=UT0nqyiDNWNzbfc3BKxXXgkdda1Zgz94ewfgGX6P51o%3D)

1. 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**.

![image](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Documentation/Set%20Up%20MS%20Ad-in%207.png?sv=2026-02-06&spr=https&st=2026-11-11T12%3A49%3A03Z&se=2026-11-11T13%3A49%3A03Z&sr=c&sp=r&sig=UT0nqyiDNWNzbfc3BKxXXgkdda1Zgz94ewfgGX6P51o%3D)

          Important

          

Be sure that your corporate firewall is not blocking incoming and outgoing connections.