What is the Outlook Add-In?
With the Proxyclick Outlook add-in, you'll save more time and have more options when creating new visits right from your Outlook client.
Our Outlook Add-In is an add-on feature to our feature packs.
How does it work?
The Outlook Add-In allows users to create visits from their Outlook client without using the Proxyclick dashboard.
Requirements:
1. A supported client:
Outlook 2016 (Click-to-Run) for Windows
Outlook 2016 (MSI) for Windows
Outlook 2016 for MacOutlook 2013 for Windows
Outlook on the web (Office 365 and Outlook.com)
Outlook Web App (Exchange 2016 On-Premise)
Unsupported clients are:
Outlook Web App (Exchange 2013 On-Premise)
Outlook for iPhone
Outlook for Android
2. User email exists in at least one Proxyclick location. This concretely means the user sending the meeting request must have a user profile in Proxyclick
3. Subscription add on is active - Calendar
Step by step guide to activating Outlook Add-In
Step 1: Open Outlook and go to Email > Store
Note: If the Microsoft Add-In Store does not appear in Outlook, you must use centralized distribution (see bottom of this page).
Step 2: Click on âClick here to add a custom add-inâ
Step 3: Click on âAdd from URLâ
Note: If the Microsoft Add-In store does not show âAdd by URLâ option â You must use centralized distribution (see bottom of this article)
Step 4: Finalize the installation
If you are not using SSO, paste the following URL: https://outlook.proxyclick.com/manifest
If you are using SSO, use the following URL: https://outlook.proxyclick.com/manifest?companyId=CO-XXXX where CO-XXXX is your own Company ID (found in the SSO URL e.g. https://saml.proxyclick.com/init/CO-XXXX). Your users will have the option to log in through your SSO provider:
To provide only the SSO login option, add the flag "showLogin=false" to the manifest url: https://outlook.proxyclick.com/manifest?companyId=CO-XXXX&showLogin=false
Confirm the installation.
How to use the add-in
Create a new meeting request in Outlook and click on the Proxyclick button
2. Log in with your Proxyclick username and password. Youâll only need to log in once.
3. Once logged in, youâll be able to select your Proxyclick location and fill in any custom field.
4. Once the meeting request is sent, the info will appear in the Proxyclick dashboard.
How to enable centralized deployment
You can enable centralized deployment of the Proxyclick Outlook add-in by following this Microsoft How-to-guide .
When asked, chose the âI have a URL for the manifest fileâ option and provide the appropriate URL:
If you are not using SSO, paste the following URL: https://outlook.proxyclick.com/manifest
If you are using SSO, use the following URL: https://outlook.proxyclick.com/manifest?companyId=CO-XXXX where CO-XXXX is your own Company ID (found in the SSO URL e.g. https://saml.proxyclick.com/init/CO-XXXX).
To provide only the SSO login option, add the flag "showLogin=false" to the manifest URL: https://outlook.proxyclick.com/manifest?companyId=CO-XXXX&showLogin=false
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To install using Exchange server (2013+):
Log in to the Exchange Admin Center (EAC) and select organization > apps (for Exchange 2013) or organization > add-ins (for Exchange 2016).
Select the add icon (+) and then Add from URL.
Supply the Proxyclick Outlook Add-In URL (see above) and then select Next.
The Proxyclick Outlook Add-In will appear in the list
Double click the Proxyclick add-in to edit it.
Select Make this add-in available to users in your organization.
Select the user defaults appropriate to your organization, then save (we suggest âMandatory, always enabledâ for best uptake)
After a re-launch of Outlook, your users will now see the Proxyclick Add-In when in a meeting creation view.
Deploy by File:
If you are unable to deploy the add-in directly via the above URLs, in either Exchange Admin Center or Microsoft 365 Admin Center, you can instead deploy by file. Navigate to the appropriate manifest URL (see above) in the browser of your choice, and save the resulting document as "ProxyclickManifest.xml". You can then upload this file directly in your Admin Center instead of referencing the URL itself.
We take your privacy seriously. Click here to see how your data flows when using our Outlook Add-in.
If you have any questions or feedback, please contact support@proxyclick.com or send us a message on the live chat