Cirrus Insight for Office 365 Setup Guide

Log In, Install

Overview

You can easily install Cirrus Insight for Office 365 from your Outlook Add-ins. First, though, you'll need to determine which user interface (UI) version of Outlook Web App you're using.

To do so, open Outlook Web App (https://outlook.office.com/) and look for either of the following at the top right of your inbox:

  • Old Outlook UI:
  • New Outlook UI:

After you confirm which UI version you're using, proceed to either the Old OutlookUI section or the New Outlook UI section below.

Old Outlook UI

1. Navigate to Outlook Web App (https://outlook.office.com/).

2. From the top menu bar, open Settings by clicking the gear icon and then choose Manage add-ins.

manage-add-ins.png#asset:134688

3. From the lefthand menu, select My add-ins. Below Custom add-ins, select + Add custom add-in. Then select Add from URL…

4. Highlight and copy the URL below:
https://s3.amazonaws.com/cirruspath-fiveo/o365/manifest.xml

5. Paste the URL into the Add private add-in from a URL window and then press OK.


6. Select Install.


7. Below Custom Add-ins, you'll see Cirrus Insight has been added. You can then Closethe Add-ins window.

8. From an email in your inbox, click the Cirrus Insight envelope icon and select Open Sidebar.

opensidebar4.png

9. Click the Sign In To Salesforce button.

office365-signin5.png

New Outlook UI

1. Navigate to Outlook Web App (https://outlook.office.com/).

2. Open an email and select the three horizontal dots in the top right of the email.


3. From the resulting menu, select Get Add-ins.

4. From the lefthand menu, select My add-ins. Scroll down to the Custom add-ins section and click + Add custom add-in. Then choose Add from URL…

5. Highlight and copy the URL below:
https://s3.amazonaws.com/cirruspath-fiveo/o365/manifest.xml

6. Paste the URL into the Add private add-in from a URL window and then press OK.


7. Select Install.


8. Below Custom Add-ins, you'll see Cirrus Insight has been added. You can then close the Add-ins window by clicking the X in the top right.

9. Similarly to step 2, open an email and click the three horizontal dots in the top right of the email. Then select Cirrus Insight and Open Sidebar.

10. Click the Sign In To Salesforce button.

office365-signin5.png

Let us know if we can assist with any set up or configuration.

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