Microsoft Outlook 365 Integration

Overview

The NetForum Microsoft® Outlook Integration gives you the ability to send email to NetForum contacts and log emails through Outlook tasks without having to open the application. This section provides:

  • Comprehensive description of the entire installation and the deployment process of the Outlook 365 Add-In.
  • Description of the client-side software installation.

You must have the following to properly perform the installation:

  • The proper permissions on the target computer.
  • Administrative rights (in the Administrators users’ group).

System Structure

NetForum Outlook Integration System comprises of the Outlook Add-In, which displays as a tile on your ribbon. This represents the user interface layer of the system that provides you with access to the Outlook-based system functionality.

This allows you to:

  • Add emails from the NetForum database to Outlook emails.
  • Log emails to the NetForum database.

The Outlook Add-In is configured by means of entering NetForum authentication settings.

Prerequisites & Requirements

Software Requirements

There are specific requirements and prerequisites for the system to run smoothly on the Outlook Add-In user workstation:

  1. Software:
    • Microsoft® Outlook 365 on user computers (It is also recommended to have the latest Service Packs and all security patches).
    • NetForum 2015 or higher version.
    • The Outlook integration works on both Desktop and Web Outlook 365.
  2. Internet connection.

Installation Recommendations

It is recommended that you perform all installation steps consecutively on the user workstation as described in Microsoft Outlook 365 Integration Setup.

  1. Installing the NetForum Outlook Add-In on Your Web Server.
  2. After installation, proceed to the configuration (Configuring the NetForum Outlook Add-In to a user's Outlook).