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Installing the Outlook Add-In

Provides a breakdown on the steps needed to install our Outlook Add-in to both your Desktop and Web versions of Outlook.

 🆕 What's new in version 1.2.0.0

  • Shared mailboxes and shared folders: The add-in supports them.
  • Updated branding: The add-in uses Open Point branding.

Prerequisites

The Open Point Outlook Add-In is available on both web and desktop versions of Outlook. In this article we will cover how to install the Outlook Add-In. Please check the following Outlook and Exchange requirements for compatibility with the Open Point Outlook add-in:

  • Outlook Desktop for Windows (Microsoft 365)
  • Outlook Desktop for Mac (Microsoft 365)
  • Outlook Web
  • Shared folders and shared mailboxes (supported from add-in version 1.2.0.0)

Unsupported Versions:

  • Outlook 2013 and earlier
  • Outlook 2016
  • On-premise Exchange deployments, including Exchange 2016 and earlier

Note:

  • The Open Point Add-in does not support versions of Outlook outside Microsoft 365, or on-premises deployments. In these cases, we recommend following How to use Inbound Email instead.
  • An active Open Point license and a user account with Contributor access or higher are required to use this add-in.

Installing the Outlook Add-In

The installation process will vary depending on where you are installing directly through the Desktop version of Outlook or via Outlook web.

Installing through Outlook Desktop for Windows & Mac (Microsoft 365)

  1. Open Outlook via the Desktop App
    Open your apps and navigate to your Outlook Desktop app in either Windows or Mac.

  2.  Access the Add-In Marketplace
    Click on the App Icon in the bottom left of the side navigation bar or from the top right, the App Icon may be hidden in the three-dot menu. Then, from the menu, select "Add apps" and then navigate to the Add-Ins section. In Outlook for Windows, you can also select More apps in the Add-ins group of the ribbon, then select Add apps.


  3. Search for the Add-In
    In the Add-In Marketplace, use the search bar and search for “Open Point”, once located, click on the add-in to view its details.

  4. Install the Add-In
    Finally, select the "Add" button and follow any on-screen instructions to complete the installation. Once installed the Add-in will be available for both the Desktop and Web versions of Outlook.
     

 Note: The option to access the in-app marketplace may be disabled by your IT/Microsoft 365 Administrators, as a result if the option to access the Add-in Marketplace is not appearing within your Outlook Desktop you may need to submit a request to have the Open Point add-in added via your IT team. 

Installing through Outlook Web

  1. Log in to Outlook Web
    Open your internet browser and navigate to your Outlook Web account.
  2. Access the Add-In Marketplace
    Click on the App Icon in the bottom left of the side navigation bar or from the top right, the App Icon may be hidden in the three-dot menu. Then, from the menu, select "Add apps" and then navigate to the Add-Ins section.
  3. Search for the Add-In
    In the Add-In Marketplace, use the search bar and search for “Open Point”, once located, click on the add-in to view its details.
  4. Install the Add-In
    Finally, select the "Add" button and follow any on-screen instructions to complete the installation. Once installed the Add-in will be available for both the Desktop and Web versions of Outlook.

Next Steps

Once you have successfully installed the Add-in check out our How to use the Open Point Outlook Add-In guide which covers login and how to send emails into Open Point via the Add-in.


Related articles

How to use the Open Point Outlook Add-in

Open Point Outlook Add-in FAQs