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Provisioning the Add-in

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    Provisioning the Add-in

    • Updated

    Auto-Installation of the Add-in

    CRM users who have been provisioned an account for the Outlook integration (refer to 'User Provisioning' for additional information) and sign into the application via 'My Sync Settings', the Add-in will automatically be added to their Outlook application. 

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    Mass-Provisioning the Add-in

    Once the In Mind Cloud Add-in has been installed for your organization it becomes available for all users within it. After installation, you can make the Add-In required or optional for the users.

    To install the Add-in for your organization, do the following:

    1. Open the Office 365 admin center (e.g. click here)

    2. In the admin center go to 'Settings' -> 'Services and add-ins'.

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    3. Click the Deploy Add-In button.

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    4. In the window that appears, choose the location that you want to install the Add-in from. You can install the Add-In from the Office store, from a manifest URL provided by In Mind Cloud, or from the manifest file stored on your local drive.

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    In the aforementioned figure, the following options are available:

    • I want to add the Add-In from the Office Store
      • At the Office Store, find “Revenue Inbox for Salesforce” and click 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 click Install.
    • I have the manifest file (.xml) on this device
      • Select Browse, navigate to the location of the Revenue Inbox for In Mind Cloud manifest file and click Next.

    5. Wait while Office 365 prepares the Add-In for deployment. Once the process is complete, click Next.

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    6. Set the default visibility of the Add-in and click Next. Check the screenshot for more details.

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    In the aforementioned figure, the following options are available:

    • Optional, enabled
      • Use this setting to have the Add-in enabled by default and to allow your users to turn off the Add-in.
    • Optional, disabled
      • Use this setting to have the Add-in disabled by default and to allow your users to turn on the Add-In.
    • Mandatory, always enabled
      • Users can’t disable this app. Use this setting when you do not want to allow your users to turn off the Add-in.

    7. Select which users in your company will be using the Add-in Specific Users/Groups (the usual choice) or Everyone (every MS Outlook App or Web user in your company).

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    8. Click Save.

    Important: Besides deploying the Add-in for the end users, it is important to ensure that its incoming and outgoing connections are not blocked by a corporate firewall.