Implicit for Outlook – Admin Guide

Introduction

Scope

The following is an installation guide for administrators to install Implicit for Outlook on the corporate Microsoft 365 account or Microsoft Exchange server.

Trademarks

Implicit, the Implicit Logo, Implicit for Outlook, Implicit for Teams, Implicit FrontEnd and combinations thereof are trademarks of Implicit Inc.

Microsoft, Microsoft Office, Microsoft Outlook, Microsoft Teams, Microsoft 365, and Windows are registered trademarks of Microsoft Corporation.

SugarCRM is a registered trademark of SugarCRM Inc.

SuiteCRM is a registered trademark of SalesAgility Ltd.

Other product names used in this publication are for identification purposes only and may be trademarks of their respective companies.

Disclaimer

The contents of this document are provided in connection with Implicit Inc. (“IMPLICIT”) and Implicit for Outlook product. IMPLICIT makes no representations or warranties with respect to the accuracy or completeness of the contents of this publication and reserves the right to make changes to specifications and product descriptions at any time without notice. No license, whether express, implied, arising by estoppel, or otherwise, to any intellectual property rights are granted by this publication. Except as set forth in Implicit for Outlook License Agreement, IMPLICIT assumes no liability whatsoever, and disclaims any express or implied warranty, relating to its products including, but not limited to, the implied warranty of merchantability, fitness for a particular purpose, or infringement of any intellectual property right. IMPLICIT’s products are not designed, intended, authorized or warranted for use as components in applications intended to support or sustain life, or in any other application in which the failure of IMPLCIT’s product could create a situation where personal injury, death, or severe property or environmental damage may occur. IMPLICIT reserves the right to discontinue or make changes to its products at any time without notice.

Supported Platforms

Microsoft Outlook

  • Microsoft 365 or Microsoft Exchange (2013 and higher)
  • Microsoft Outlook on Windows (Windows 11, Windows 10, Windows Server 2019, Windows Server 2016, Windows Server 2012 R2)
  • Microsoft Outlook for Mac (macOS 10.14 Mojave or later).
  • Microsoft Outlook Online (Microsoft Edge, Google Chrome, and Safari).
  • Mobile: IOS and Android devices

CRM

SugarCRM and SuiteCRM.

Admin Installation

Installing ‘Implicit for Outlook’ App via Microsoft 365 admin center

  • Go to Microsoft 365 ‘Admin Center > Settings > Integrated Apps’ and click ‘Add-ins’
  • Click ‘+ Deploy Add-In’
  • A ‘Deploy New Add-In’ screen will open. Click ‘Upload Custom Apps’
  • Select ‘I have a URL for the Manifest File’ and specify the URL you received with your license key and click Install.

Important: please make sure to include the https:// in the URL that you enter.

Select the users who will have access to Implicit for Outlook and set the deployment method to ‘Fixed’.

Click ‘Deploy to deploy the add-in.

Implicit for Outlook is now installed on your Microsoft 365 corporate account or Microsoft Exchange server. The next step is to confirm that the installation was successful, and the app is available in users’ Outlook.

Confirming the Installation

Note: It can take up to 24 hours for Microsoft 365 to refresh itself and for the Implicit for Outlook app to appear on the ribbon in Outlook and as an available App in a browser for Outlook online.

Sign in to Microsoft Outlook as a user.  If you are already signed in, please sign out and sign in again.

When Implicit for Outlook has been deployed to Outlook, it will appear on the ribbon in Outlook as shown below:

 

 

 

 

Installing Implicit for Outlook Module on the CRM Server

Note: You need to have CRM admin privileges to run this installation.

The purpose of the Implicit for Outlook Extension Module is to enable CORS on your CRM. For the Implicit app to work inside Outlook or in a browser, CORS must be enabled on the CRM server. Cross-Origin Resource Sharing (CORS) is a security mechanism that is required in order to overcome the same-origin policy, enforced by Web browsers which prevents a scripts loaded from one domain from accessing another domain.

To install the package for the CRM you are using:

Download the Implicit for Outlook Extension Module from the link that was sent to you by Implicit along with your license information. Note: there are two different modules for SugarCRM and for SuiteCRM. Please make sure you are using the correct one.

For SuiteCRM:

  • Login to your CRM, select the admin section and go to ‘Module Loader’
  • Click ‘Choose File’, select “Implicit for Outlook Module” zip file, and click ‘Upload’.

The module will be uploaded and show up on the bottom list. Click ‘Install’ to install the module on your CRM instance:

Installing SuiteCRM Patches

If you are using SuiteCRM version 7.12.x and higher – You’ll need to apply the following patch. This patch is required for Implicit FrontEnd to connect with SuiteCRM via web services and for Single Sign-On SAML authentication to work.

Please see: https://crmcollaboration.com/docs/known-issues-suitecrm/

 

Configuring SAML Single Sign-On

If your CRM is configured to use SAML-based Single Sign-On (SSO), you need to add a ‘Reply URL’ to your SSO provider (ID provider). Also known as an ‘Assertion Consumer Service (ACS) URL’, Reply URL is the location where the authorization server sends the user after the app has been successfully authorized and granted an authorization code or access token.

The method to add the Reply URL is specific to each provider. You will need to use your provider’s portal to add this URL. In the example below, we describe the method to add the Reply URL to Microsoft Azure:

 

 

 

 

    • Under “Enterprise Applications > All Applications”, find your CRM name: ”SugarCRM or SuiteCRM and select “Single sign-on” on the left-side menu:

 

  • On the “Set up Single Sign-On with SAML” card, click ‘Edit.

 

  • “Basic SAML Configuration’ panel opens up on the right-side. Click “Add Reply URL” on the bottom and specify the Reply URL that was provided to you by Implicit along with your license key and the URL to install the add-in. When you’re done, click ‘Save’.

 

  • To verify that SSO is working correctly, go to “Implicit for Outlook add-in” login page, check the Single sign-on checkbox and click login. You’ll be prompted to login to your SSO provider and upon successful authentication, you’ll be able to login to the CRM.

 

Publishing Configuration for your CRM users

As a CRM administrator, you can create and publish a configuration for your CRM instance that all Implicit for Outlook users can use.

There are three sets of configurations:

• Login Configuration – License key, CRM URL and single sign on settings – Those are automatically configured when you place your order with Implicit or at the time when your corporate license is created. Publishing these settings centrally eliminates the need for each user to enter information such as:

  • License key
  • License key
  • Single Sign On (SSO) on/off

• Implicit for Outlook add-in Configuration – Configured and published from the side-panel. These settings are typically configured at the corporate level and apply to all CRM users. They include:

  • Which CRM modules are accessible to users from Outlook
  • Which CRM modules are visible on the Outlook side-panel
  • Should browsing and searching for CRM records be done in Outlook or the CRM (browser).
  • Rules for archiving Email attachments.

Please follow the instructions for Settings > Administration tab.

• Implicit for Outlook Sync Configuration – Configured and published from Implicit for Outlook Desktop App Settings > Administration Tab. They include:

  • Auto sync on/off and interval
  • Synchronization settings for: meetings, calls and contacts
  • Corporate-level email auto-archiving rules

Please follow the instructions for Implicit for Outlook Desktop App Settings > Administration tab.

After you configure these settings and publish the configuration to your CRM instance, notify users that can simply use the “Load My Configuration” feature when they go through the initial configuration process of Implicit for Outlook.