Recommended

Centralised Deployment via Microsoft 365

An IT administrator deploys the add-in once from the Microsoft 365 Admin Centre. It appears automatically in Outlook for all assigned users with no action required on their part. This is the recommended approach for most organisations.

Tenant requirements

  • Microsoft 365 with Exchange Online
  • Modern authentication enabled on the tenant
  • Global Admin or Exchange Admin role to deploy

Supported Outlook versions

  • New Outlook for Windows
  • Outlook on the web
  • Outlook for Mac
  • Classic Outlook 2016 or later (Windows or Mac)

Deployment steps

1

Open the Microsoft 365 Admin Centre

Sign in at admin.microsoft.com with your Global Admin or Exchange Admin account.

2

Navigate to Integrated Apps

Go to Settings → Integrated apps. Click Upload custom apps.

3

Add the manifest

Select Office Add-in as the app type. Choose to provide a URL and enter the manifest URL below, or download the manifest file and upload it.

https://email.webtms.com/OutlookWebAddIn/WebTMSOutlookWebAddInManifest.xml

Download manifest file

4

Assign to users

Choose whether to deploy to specific users or groups, or to the entire organisation. Click Next and complete the deployment wizard.

5

Confirm rollout

The add-in will appear in Outlook for assigned users within 24 hours, typically much sooner. Users do not need to take any action.

Alternative

Manual Installation (Sideloading)

Individual users can install the add-in themselves without IT admin involvement. This is suitable for smaller organisations or where centralised deployment is not available. Note that some organisations restrict users from installing custom add-ins.

Before using this method, check that your organisation permits users to install custom add-ins. If custom add-in installation has been disabled by your IT team, centralised deployment by an administrator is required instead.

Requirements

  • Outlook JavaScript API requirement set 1.8 or later
  • New Outlook for Windows, Outlook on the web, or Outlook for Mac
  • Classic Outlook for Windows from version 1910 (build 12130.20272) onwards
  • Microsoft 365 subscription
  • Not supported on Outlook for iOS or Android

What the user will need

  • The manifest file downloaded from this page
  • Their WebTMS System path (URL)
  • Their WebTMS Application ID (from My Profile under API Keys)

Installation steps

1

Download the manifest file

Download the manifest file and save it to your computer.

Download manifest file
2

Open the Add-Ins page in Outlook

Go to aka.ms/olksideload. This will open Outlook on the web and show the Add-Ins for Outlook window.

3

Add the manifest file

Click My add-ins, scroll to Custom add-ins, click Add a custom add-in then Add from file. Select the manifest file you downloaded and click Install.

4

Restart Outlook and sign in

You may need to fully restart Outlook to see the add-in. On first use you will be prompted for your WebTMS System path and Application ID. Full instructions are in the user manual.

Need help?

If you encounter any issues during deployment or have questions about the add-in, please contact WebTMS support at [move your mouse to reveal email].

Contact support