iMIS Power Suite - Outlook Integration

Mobile setup

The iMIS Outlook Integration can be accessed from the Outlook mobile application after the integration has been installed and configured in your environment.

Mobile access allows users to review email messages and capture communications in iMIS while working from a mobile device. However, functionality on mobile devices is more limited than on desktop or web versions of Outlook.

Important! Initial setup and configuration are typically completed using Outlook on the web or desktop before using the mobile app. See Installing the iMIS Outlook Integration.

Review the following before you begin:

• The iMIS Outlook Integration add-in must already be installed and configured
• Users must have access to the iMIS Outlook Integration in their Outlook environment
• Required permissions and authentication must already be configured

Getting started

The Outlook Integration is available through the Microsoft Outlook mobile application:

• Outlook for iOS
• Outlook for Android

To get started, download one of the above apps, then log into the app.

Desktop vs mobile functionality

Due to limitations of the Outlook mobile platform, not all features available on desktop are supported on mobile devices.

Feature	Desktop	Mobile
Save incoming email	Yes	Yes
Save outgoing email while composing	Yes	No
Save sent email after sending	Yes	Yes
Access add-in while reading email	Yes	Yes
Full configuration options	Yes	No

Troubleshooting mobile issues

Issue	Potential solutions
Add-in not appearing	Confirm the add-in has been installed and deployed Verify the user has access to the integration Ensure the user is signed into the correct Outlook account
Authentication issues	Confirm the user has valid credentials Verify required permissions and roles are assigned Ensure the integration has been configured correctly
Emails not saving to iMIS	Confirm the feature is supported on mobile Verify activity types and configuration settings Ensure required fields and mappings are configured