In this article

• Objective

• Steps

  • Prepare the setup

  • Upload the manifest file

  • Add Outlook add-in to multiple user accounts

• A note on access and visibility

Objective

Use the Coconut Add-In for Microsoft® Outlook to be able to perform many everyday tasks in Coconut from Outlook, such as:

• Creating new appointments

• Creating new clients

• Answering appointment-related questions

• Viewing existing appointments

• Editing appointment statuses

NOTE: Microsoft Outlook Add-In is an optional add-on. Please connect with your Customer Success Manager to get started.

NOTE: If your organization is using SSO, SSO must be configured before connecting this add-in.

Steps

Connecting the add-in for multiple users requires preparing the setup, uploading the manifest file, and adding the add-in to multiple user accounts.

For information on supported versions and general details about the add-in, please refer to this article.

Prepare the setup

Coconut suggests using the Centralized Deployment PowerShell cmdlets for installing the add-in for multiple users. For more information on using Centralized Deployment PowerShell cmdlets for installing add-ins, please refer to this article.

To do this:

1. Access PowerShell from the system you’ll be using to connect the add-in using admin credentials

   • For more info on installing and using PowerShell, please refer to Microsoft’s support materials

   • For more info on connecting to Exchange PowerShell, please refer to this article

2. Confirm the specific module required to use centralized deployment PowerShell cmdlets is installed on the system you’ll be using to connect the add-in

    

   • Please refer to this link for more details

Upload the manifest file

Once logged in, a manifest for the Outlook add-in needs to be uploaded. To upload the manifest:

1. From command prompt, enter the following and press Enter:

New-OrganizationAddIn -ManifestPath
'https://assets.coconutsoftware.com/outlook/manifest.prod.xml' -Locale 'en-US'

Add Outlook add-in to multiple user accounts

To add the add-in for multiple users:

1. From command prompt, enter the following and press Enter:

    

   • NOTE: Update email addresses to reflect the format used at your organization and separate with commas; the ProductId remains the same

   • Hot Tip! Refer to this article for information on adding user groups

Set-OrganizationAddInAssignments -ProductId 6a75788e-1c6b-4e9b-b5db-5975a2072122
-Add -Members 'sample.user@example.com','sample.team@example.com'

NOTE: While Coconut recommends using the web version of Outlook for optimal functionality and performance, if using the desktop version, update the ProductId in the above command to:

43049485-9a8f-4758-9f77-577947c7d660

The add-in is connected. Please note that it can take up to 24 hours for the add-in to display in Outlook.

A note on access and visibility

The ability to install the Microsoft® Outlook add-in is dependent upon a user’s Microsoft permissions at their organization.