Open Documentation Menu

Installing and setting up the Microsoft Outlook integration

The Microsoft Outlook integration was designed specifically for Microsoft Outlook and developed as a web add-in. The manifest for the Microsoft Outlook app can be found in the d.velop service portal at https://serviceportal.d-velop.de/de/products/applications/dvelop-documents-for-microsoft-365-outlook-integration. New features are normally made available automatically. In rare cases, however, you need to update the manifest file to access new features. New versions of the manifest file are also available in the d.velop service portal.

The permission level read/write mailbox is requested in the manifest file. Additional information: https://learn.microsoft.com/en-us/office/dev/add-ins/outlook/understanding-outlook-add-in-permissions#readwrite-mailbox-permission. This permission level is required to implement various functions, e.g. categorization of e-mails by storage location and creation of new e-mails with attachments.

Activating the Microsoft Outlook integration for all users – This is how it works 

  1. Open the Microsoft 365 Admin Center at https://admin.microsoft.com/Adminportal/Home/#/Settings/IntegratedApps.

  2. Select the app type Office Add-in and the option Upload manifest file (.xml) from device.

  3. Add the manifest file for the Microsoft Outlook integration.

It can take up to six hours for the Microsoft Outlook app to be available to users. Additional information: https://learn.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins?view=o365-worldwide.

Activating the Outlook integration for your own user (e.g. for tests) – This is how it works 

  1. Open the link https://outlook.office365.com/mail/inclientstore.

  2. Navigate to My Add-Ins.

  3. Add the manifest file as a user-defined add-in.

In the structure designer (composer), you must select the structures that are to be available to users in the Microsoft Outlook integration.

Selecting structures in the structure designer (composer) This is how it works

  1. Open the administration interface under https://admin.d-velop365.com/.

  2. Under Document management, click Structures.

  3. Select the required structures and click Available in Outlook integration.

Users must select the desired structure when first calling the Microsoft Outlook integration. If necessary, users can adjust the structure in the settings under Select folderplan.

Note

Important notes:

  • Note that the new Microsoft Outlook does not support drag & drop. Consequently, drag & drop is also not possible in the new Microsoft Outlook integration.

  • If you use Apple Safari as your browser, disable the pop-up blocker for outlook.office.com in your browser settings.