Power Suite - Outlook Integration

Individual user installation

Important! The user interface may look different based on how you are accessing Outlook and your current configuration.

Note: See the organizational deployment instructions instead to deploy iMIS Outlook Integration to multiple users at once.

Understanding the user workflow

After installation, users can open the iMIS Outlook Integration directly from any email message in Outlook. The add-in allows users to search for contacts, save emails, and create Activities or Interactions in iMIS.

Once installed:

  • The iMIS Outlook Integration icon appears in:
    • Emails you are reading
    • New emails you are composing
  • Selecting the icon launches the integration panel
  • The panel allows users to:
    • Search for contacts
    • Associate emails to records
    • Save emails as Activities or Interactions

First-time setup and login

The first time a user opens the iMIS Outlook Integration, they must authenticate.

First-time login steps

  1. Open an email in Outlook.
  2. Select the iMIS Outlook Integration icon.
  3. Enter your iMIS username and password.
  4. Enter the Cloud ID provided by your administrator.
  5. Select how you want to save emails (Activity or Interaction).

After successful login, the integration panel will load and display search and save options.

Understanding authentication

The Outlook Integration uses a secure, cloud-based authentication process:

  • User credentials are validated through the iMIS Cloud service
  • A secure authentication token is created after login
  • The token is used for future requests during the session
  • A background account may perform certain actions on behalf of the user (depending on permissions)

This approach ensures that user credentials are not repeatedly transmitted and that all actions follow iMIS security permissions.

Using Shared Mailboxes

If you would like to use Shared Mailboxes with iMIS Outlook Integration, it is required to uninstall and reinstall the add-in. This is known as updating the manifest.

Note: If iMIS Outlook Integration was downloaded after April 19, 2023, updating the manifest is not required.

Single-user installation

To install iMIS Outlook Integration for use on Outlook on the web or the Office 365 Windows desktop application, follow these instructions.

Important! Installing in Outlook on the web first will migrate the add-in to the Windows Outlook desktop application automatically.

Installation via Outlook on the web

First, sign in using either:

After signing in, follow these steps:

  1. Go to the XML file and save it locally.
  2. Open Outlook on the web Add-ins page.
  3. Select My Add-ins.
  4. Select Add a custom add-in > Add from File....
  5. Select the XML file and click Install.
  6. Close the Add-ins window.
  7. Go to Settings > Mail > Customize Actions.
  8. Enable the iMIS Outlook Integration add-in and click Save.

The iMIS Outlook Integration icon now appears in emails.

Installing with Outlook 365 Windows Desktop

Important! Installing in Outlook on the web will automatically migrate the add-in to desktop Outlook.

  1. In Outlook, go to File > Manage Add-ins.
  2. Log in with your Office credentials.
  3. Select My Add-ins.
  4. Download and save the XML file.
  5. Select Add a custom add-in > Add from File....
  6. Select the XML file and click Install.
  7. Restart Outlook.
  8. The icon appears in the Outlook ribbon.
  9. If not visible, customize the ribbon and reposition the add-in.

Launching and using the add-in

After installation, do the following:

  1. Open an email.
  2. Select the iMIS Outlook Integration icon.
  3. Log in if prompted.
  4. Search for a contact.
  5. Select Save as Activity or Save as Interaction.

Note: If login is not required, your session token is still active.