MS Outlook Add-In

The MS Outlook Add-in for Workspace syncs all meetings to an Outlook account. This feature can be used to stay on top of your meeting schedules across multiple platforms.

The Microsoft Outlook Add-In*

As a User

To connect an email account, simply:

  1. Click your avatar in the top left corner of your Workspace to open the sidebar menu.

  2. Click on Preferences to open your Profile & Account Settings.

  3. Under Integrations, click on the option Install MS Outlook Plug-In.

  4. You will then be redirected to the MS Outlook app source in order to complete the installation process.

*The context of the word 'Add-In' is interchangeable with the term 'Plug-In' for the purpose of this section.

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 Workspace 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 Workspace plug-in for MS Outlook.

Meetings via MS Outlook

In order to create a meeting via MS Outlook, the MS Outlook Workspace 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 Workspace 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.

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

5. Finalize meeting details by selecting recurring options, location, or reminders. You can also personalize the message for 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 Workspace. Other participants can access the meeting via their Meetings tab if they are part of your Workspace. If they are not, they can also join via the meeting's MagiCall Link.

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