Articles in this section

See more

How to Install the New Outreach Sales Engagement Outlook Add-In

Avatar
Joel
Updated
Follow

Objective

The purpose of this article is to provide installation information to Outreach Users about the new Outlook Add-in. The Outlook Add-in provides a seamless Outreach experience to Outreach Users who use Outlook inbox.

Applies To

  • Outreach Admins
  • Outreach Users

Before You Begin

Best Practices & Recommendations

  • Currently using the Legacy Outlook Add-in? You must first uninstall the existing one before installing the new Add-in.
  • Due to current issues 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 should roll out the Outlook add-in gradually to the organization; it is recommended to test with a few users first.
    • It is not recommended to roll out the Outlook add-in to users without an Outreach seat, or users who are not expected to use the Outlook add-in.
  • This new Outlook add-in is best for those who use the app on a daily basis. If not frequently using the Outlook add-in, we recommend installing the legacy version.

Supported Versions & Minimum Requirements

Minimum requirements to run the new Outlook add-in are listed below.

The following combinations of OS and Outlook client and their minimum versions are fully supported by the new Outlook add-in.

Platform Product Minimum Product version Minimum OS version
Windows Microsoft 365* 2005 (build 12827.20160) Windows 10 ver. >= 1903
Windows Outlook 2021 2108 (build 14326.20454) Windows 10
Mac Microsoft 365* 16.49 Within the 2 most recent macOS releases
Mac Outlook 2021 16.49 Within the 2 most recent macOS releases
Web browser Modern Outlook Web UI connected to 365 subscriptions, outlook.com - All update to browsers are supported.

* Microsoft 365 is a subscription-based product formerly known as Office 365.

The following clients are NOT supported:

  • Outlook 2019
  • Outlook 2016
  • Outlook 2013
  • On Premise Exchange servers

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

Who can install the Outlook Add-in?

Additional Notes

  • The Outlook add-in is not available through the Microsoft store, as it includes the native send feature, which is not allowed in the AppSource Microsoft store.
  • Read more about the differences between the legacy and new add-in.

Procedures

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.

  1. Visit Microsoft's Deploy add-ins in the admin center page.
  2. In step 4 of the article, choose Upload custom apps.
    Outlook Add-In Installation - Upload Custom Apps.png
  3. Choose the option to Provide link to manifest file.
    Outlook Add-In Installation - Provide Link to Manifest File.png
  4. Input the following installation URL: https://addin.outreach.io
  5. Deploy to your users.

User Installation

First, download the Outreach add-in installation file

Download the installation (manifest) file from the following address -- either right-click the link and Save link as, or open the page in a new browser tab and Save page as:

https://addin.outreach.io 

Now open your Outlook client (desktop app, or online at https://outlook.office.com), and continue below.

Next, complete 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.

Once successfully installed, you should see Outreach in your email compose experience.

Outlook Add-In Installation - Installed for Outlook Web.png

 

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.

Related articles