Installing from Office 365 Online

This topic describes how to configure the add-in from Office 365 Online.

To install from Office 365:

1.

Log into your office 365 account online (portal.office.com) and access your Outlook mailbox.

If your Administrator has installed the add-in as Optional - Enabled by default, or Mandatory, always enabled, when you select an email in the list you will see the add-in icon in the upper right:

2.

If the add-in has been installed as Optional, disabled by default, perform the following steps to enable it.

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Click the settings icon (gear) and select Manage add-ins.

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If the Manage Add-ins option is missing, it is likely that Outlook Web Access has been disabled in your environment. Speak with your Exchange administrator about enabling this functionality.

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If your administrator has installed the add-in in Exchange and you have rights, you will have the option for Admin-managed add-ins.

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Click Admin-managed.

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Then click Add for the Outlook Add-in.

3.

When you return to your Outlook Mail and select an email you will see the add-in icon in the upper right:

For the procedure on how to create activities, cases, and tasks from the Post To ClientSpace page, see Creating Activities, Cases, Tasks, and Claim Notes from Outlook.