Objective
Install the Outreach Sales Engagement Outlook Add-in v3.0.
Applies To
- Outreach Admins / Microsoft 365 Admins
- Outreach Users
- Outlook Add-in v3.0
We highly recommend admin installation for the Outreach Add-in 3.0. Users will be able to install it but some of the functionality will not be available.
Before You Begin
Best Practices & Recommendations
- Currently using the Legacy or the New Outlook Add-in? You must first uninstall the existing one before installing the new Add-in.
- With Microsoft delivering varying end user experiences within Outlook and the potential for confusion and complexity, it is strongly recommended that admins install this app on behalf of users per the below instructions (rather than users installing on their own).
- New Add-in is available in the Microsoft AppSource Marketplace. Even though both Admins and Users can install it using AppSource, we advice to use this listing only if you are an Admin. If you are a User, we recommend to follow the Add-in sideloading process to unblock all capabilities. However, you can use the AppSource listing as a User as well in case sideloading process is too complicated/not possible.
Supported Versions & Minimum Requirements
The following table lists supported client-server combinations for the Outlook Add-in 3.0, including the minimum required Exchange Server Cumulative Update where applicable. Excluded combinations aren't supported.
| Client | Exchange online | Exchange 2019 on-premises (Cumulative Update 12 or later) | Exchange 2016 on-premises (Cumulative Update 22 or later) |
|---|---|---|---|
|
Windows
Version 2206 (current channel build 16.0.15330.20196 monthly enterprise channel 16.0.15330.20306
semi-annual enterprise channel 16.0.15601.20456) or later
|
Yes | Yes | Yes |
|
Mac
Version 16.65.827.0 or later |
Yes | Not applicable | Not applicable |
| Yes | Not applicable | Not applicable | |
|
iOS
|
Not applicable | Not applicable | Not applicable |
|
Android
|
Not applicable | Not applicable | Not applicable |
To determine what version of Outlook you are using, see Microsoft's guide on how to check your Outlook version.
Procedure
Install the Outreach add-in 3.0
Admin Installation via the Microsoft Admin Center (RECOMMENDED!)
Installing the add-in via the Microsoft Admin Center allows Outlook admins to push the add-in out to groups of users without any user setup needed. This is the preferred setup method because it is much easier for end-users and it also unlocks several features of the Add-in and improves performance.
The instructions below assume that an Admin is familiar with the Add-in deployment process using the Admin Center. In case you are doing it for the first time, please read the article from Microsoft which explains the process.
Admin Installation
- Create a Group with all users for the add-in.
- Navigate to the 3.0 AppSource listing and initiate installation. Make sure that you are logged in as admin before proceeding.
- Select previously defined group of users for the 3.0 Outreach Add-in and finish the installation. Note that it can take up to 24h before Outreach Add-in appears in the users’ Outlook Client.
User Installation
- Make sure that previously installed Outreach Add-in, if any, is removed and not visible anymore. It’s important to confirm complete removal of the previous Add-in before proceeding with the installation of Add-in V3.
- Download the installation (manifest) file from the following address https://addin.outreach.io/manifest-smart-alerts.xml either right-click the link and Save link as, or open the page in a new browser tab and Save page as: The file should save as download.xml.
- Open your Outlook client (desktop app, or online at https://outlook.office.com).
-
Complete the installation based on your Outlook interface options - The Microsoft Outlook interface will vary among users, most critically in whether or not the Get Add-ins or All Apps options are available. Because of this variance and Microsoft's current institution of a workaround, please follow Microsoft's precise guidance to complete your sideload installation
- Click here to begin. (The Microsoft help page will open in a new browser tab.)
-
When installing, be sure to:
- Locate and use the add-in manifest file you downloaded above.
- Accept all prompts during the installation.
-
Note: in case you use New Outlook on Windows, the Outreach Add-in, as well as the other Add-ins, may not be visible before you adjust the Privacy Settings. Navigate to Settings → General → Privacy and Data → Privacy Settings and toggle on “Turn on optional connected experiences” setting:
Once successfully installed, you should see Outreach in your email compose experience.
MICROSOFT GENERAL ADD-IN MANAGEMENT GUIDANCE
General instructions for installing and using Outlook add-ins as a user can be found on the Microsoft website:
Uninstall the Outlook Add-in
To uninstall the new Outlook Add-in, refer to the uninstallation process.