MS Outlook Add-In

You can sync your Sunrise Business Collaboration meetings to an Outlook account. This feature can be used to stay on top of your meeting schedules across multiple platforms.

As a User

Use the following steps to schedule Sunrise Business Collaboration meetings directly from MS Outlook 365 (web version):

1. Create or open any event on your MS Outlook calendar.

2. Click on the three dots (...) and choose Get Add-ins.

3. On the left sidebar, choose My add-ins.

4. At the bottom of the page, click on Add a custom add-in.

5. Select the option Add from URL…

6. Copy and paste the following link and click OK. https://talk.cloudpbx.sunrise.ch/cwp/javascripts/public/outlook/manifest.xml Note: You only need to execute the previous steps once.

7. Once you have added the add-in, click again on the three dots (…), and choose the option Sunrise Business Collaboration which will allow you to book and add your meeting details as part of your meeting invitation.

As an Admin

The Outlook Add-in can be deployed using the instructions below based on your preferred method. Please note that plug-in management in Exchange allows you to have multiple plug-ins installed.

Deploying to All Users

To install the plug-in for all users in an organization, you will need an Exchange account with admin privileges. Follow the steps below:

1. Login to the Exchange Admin Center.

2. Navigate to Organization → Add-Ins. Here you can add, edit, and remove add-ins from all users in your organization.

3. Add from the Office Store. From here, select the app you want to install and click Add. Apps that work with the Outlook Web App are listed under Add-Ins for Office > Outlook.

   • If the add-in has already been installed, you can edit or delete it from the list of previously installed add-ins.

4. Once the add-in has been installed to your environment, highlight the row that the add-in is located in and click the pencil icon (✏) to edit.

5. Set the User Defaults to Optional and then click Save.

All users within the organization will now have the add-in installed. Once they restart or reload Outlook, they will now be able to view the Sunrise Business Collaboration Outlook Add-in.

Deploying to Select Users

To install the add-in for a subset of users in your organization, an admin can create a Distribution List for them in Exchange and then connect to Exchange Online PowerShell. Refer to Manage User Access To Add-Ins For Outlook (go to section Limit Availability To Specific Users) and the Set-App Mailbox Cmdlet for instructions.

Note: There are typos in the Manage User Access To Add-Ins For Outlook document provided by Microsoft. Every instance of "Organizationadd-in" should actually be "OrganizationApp". See the "Set-App Mailbox Cmdlet" document for correct examples.

Network Sharing

As the admin, you may upload the manifest file onto the company network library. This means that you can share a URL or link with everyone in order for them to install the Sunrise Collaboration plug-in for MS Outlook.

Meetings via MS Outlook

In order to create a meeting via MS Outlook, the MS Outlook Sunrise Business Collaboration plug-in must be installed. There are two ways to create a meeting:

• via New Items - New Meeting

• Directly through the Outlook Calendar

Creating a Meeting

To create a Sunrise Business Collaboration meeting via MS Outlook, follow these steps:

1. Go to New Items in the top left part of your Outlook page. Alternatively, you can go directly to your Outlook Calendar.

2. Select New Meeting.

3. In the meeting details, select the date, time, title, attendees, and other details of the meeting.

4. Click the triple-dot menu icon () and select the Workplace option. This will link the meeting on Outlook to Sunrise Business Collaboration with a MagiCall Link. The meeting details will now display 'Successfully added the Sunrise Business Collaboration Meeting'.

*For further information on MagiCall links, check out the section below:

MagiCall Links

5. Finalize meeting details by selecting recurring options, location, or reminders. You can also personalize the message for participants.

6. Click on the send option with the airplane icon () to send the meeting invitation to participants.

7. The meeting will show up on Workplace in your Meetings tab as well as in your MS Outlook calendar.

Note: As the host, you will need to start the meeting via Sunrise Business Collaboration. Other participants can access the meeting via their Meetings tab if they are part of your Sunrise Business Collaboration. If they are not, they can also join via the meeting's MagiCall Link.