iMIS Power Suite - Outlook Integration

iMIS Outlook Integration (formerly iEmail Cloud)

iMIS Outlook Integration (formerly iEmail Cloud) connects Microsoft Outlook with iMIS so organizations can capture and manage email communications directly within iMIS.

By linking Outlook with iMIS, users can store email interactions alongside contact records, creating a more complete history of communications with members, donors, and other stakeholders.

Before getting started with the iMIS Outlook Integration, you must have the following:

Overview

The following outlines what the Outlook Integration does and how it works with iMIS.

Understanding what the outlook integration does

The Outlook Integration enables users to work with iMIS data without leaving Outlook. It provides tools for capturing communications, creating records, and searching iMIS contacts directly from the email interface:

  • Single Sign-On (SSO) Support – Authenticate using iMIS credentials with OpenID Connect, allowing users to sign in through their configured identity provider while honoring multi-factor authentication (MFA) and organizational security policies.
  • Email capture - Incoming and outgoing emails can be saved to iMIS, allowing organizations to maintain a centralized history of communications. Emails and attachments can be stored with related records to provide context for interactions with members or donors. The exact fields saved to iMIS depend on the configuration of activity types and field mappings defined by administrators.
  • Record creation - Users can create contacts, activities, or interactions in iMIS directly from Outlook without navigating to the iMIS interface. Availability of these actions depends on the roles assigned to the user and the configuration defined by administrators.
  • Contact and group search - The integration allows users to search for recipients using data stored in iMIS. Searches may include individuals, groups, or results returned from an IQA query. Search results can be used to populate recipients when sending emails from Outlook.
  • Mobile access - The integration can also be accessed from the Outlook mobile app, enabling users to review and store emails in iMIS while working from mobile devices.
  • Configurable permissions - Administrators can control access to specific features and configure settings to match organizational workflows.

Understanding how the Outlook Integration works

The Outlook Integration allows Outlook to interact with iMIS through a cloud-based service. This enables email data to be saved and associated with records stored in iMIS.

When a user saves an email using the Outlook Integration:

  1. The Outlook add-in captures the email information.
  2. The information is sent to the integration service.
  3. The data is written to iMIS as an activity or interaction associated with the appropriate contact record.

Note: Exact configuration details depend on how the integration is deployed and configured by administrators.

Supported environments

The Outlook Integration is designed to work with Microsoft Outlook and Microsoft 365 environments. Supported Outlook environments include:

  • Outlook for Windows
  • Outlook for Mac
  • Outlook on the web
  • Outlook mobile applications

Note: Availability of specific features may vary depending on the Outlook platform being used. For example, some features in the mobile application may be limited compared to the desktop version.

Installation overview

Before users can begin using the Outlook Integration, the add-in must be installed and configured.

Installation may occur in one of the following ways:

  • Organization-wide deployment by a Microsoft 365 administrator
  • Single-user installation by an individual user

Administrative deployment typically allows organizations to deploy the integration to multiple users at once using the Microsoft 365 Admin Center.

Once the add-in is deployed, users can add the integration to Outlook and begin using its features.

For installation instructions, see the following:

Administration and configuration

Administrators can configure the Outlook Integration to match organizational requirements.

Configuration options may include:

  • User role permissions
  • Activity types used when saving emails
  • Field mapping between Outlook and iMIS
  • Email recipient limits
  • Duplicate email handling

These settings are managed through the Options area of the Outlook Integration. For configuration details, see iMIS Outlook Integration Options.

Security and authentication

The Outlook Integration uses authentication to connect Outlook users to the iMIS environment.

Depending on the configuration, authentication may involve:

  • User login credentials
  • Authentication tokens
  • Microsoft identity services

These mechanisms allow the integration to securely access iMIS data while maintaining access controls defined within the system.

Mobile usage

The Outlook Integration can be used from the Outlook mobile application after the integration has been installed and configured. Mobile functionality currently supports saving incoming emails to iMIS while viewing messages. Some features available on desktop versions of Outlook may not be available on mobile devices.

For details, see Mobile setup.