How to Install Outreach Sales Engagement Outlook Add-In 3.0

Objective

Install the Outreach Sales Engagement Outlook Add-in v3.0 (listed as Outreach for Outlook).

Applies To

• Outreach Admins / Microsoft 365 Global Admins
• Outlook Add-in v3.0

Before You Begin

Important Considerations

• • We highly recommend ADMIN installation for the Outreach Add-in 3.0. 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).
  • Admins using the add-in deployment process for the first time are strongly encouraged to first review this helpful explainer from Microsoft.
  • Currently using an older version of the Outlook Add-in? You must first uninstall the existing one before installing the new Add-in.

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.

Note: To determine what version of Outlook you are using, see Microsoft's guide on how to check your Outlook version.

Supported Clients and Platforms

Procedure: Admin Installation

This procedure directs admins on installing the Outreach add-in 3.0 via the Microsoft 365 Admin Center, which 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.

There are two parts to the admin install procedure:

1. Defining groups of users
2. Installing the application

Using the Microsoft Add-in deployment process for the first time? Please read this helpful explainer from Microsoft before you begin.

Define groups of users for add-in versions

Add-ins are installed to user groups that must be defined in advance. Make sure that there is no overlap between the groups as multiple Outreach add-ins (v1, v2, v3) can conflict with each other. Alternatively, use existing Teams/Groups which would serve the same categorization needs.

1. Log in to Microsoft 365 admin center.
2. Click Teams & groups  > active teams and groups.
3. Click Add a Microsoft 365 group.
   
   
4. Enter the following for the group:
   • Name (Outreach Version Number Group is recommended as you will create up to 3 groups)
   • Description
     
5. Assign a group owner.
6. Add members.
   
   
7. Repeat to Create a group for each add in version installed + 3.0.
   
8. Assign each group the corresponding v1 or v2 add-in.
9. Remove the v1 and v2 add-in applications.
   
10. Wait 24 hours for it to be removed from all users.
11. Ensure the group of users for the 3.0 Add-in do not have any other version of the Add-in installed.

Install the application

1. Ensure you are logged in as an admin.
2. Click here access the Outreach for Outlook Add-in 3.0 AppSource listing and initiate installation.
   
   • Note: The Add-in is NOT searchable in the Microsoft AppSource marketplace and must be installed using this link
   • Link last updated by Microsoft 1/23/2025
3. Select previously defined group of users for the 3.0 Outreach Add-in and finish the installation.

Note: It can take up to 24 hours before Outreach Add-in appears in the users’ Outlook Client.

Additional Information

Microsoft General Add-in Management Guidance

• Installing Add-ins for Windows
• Installing Add-ins for Mac

Uninstall the Outlook Add-in

To uninstall the new Outlook Add-in, refer to the uninstallation process.