Install Inpart for Outlook Add-In

Push emails and link contacts to the right companies or opportunities in Inpart Deal, directly from your mailbox.

Overview

Plan availability: Essential/Advanced
User role required: Manager

Once installed, to use the add-in see Use Inpart for Outlook Add-In.

If you encounter any issues, see Solve Inpart for Outlook Add-In possible issues.

System requirements

Platform & email clients

To be able to install the add-in, you need to meet the following system requirements.

Our add-in uses embedded browser control and a JavaScript engine for its operation and both are supplied by one of the browsers installed on your computer. The browser choice is made automatically according to the Operating System and the Office version installed on your computer.

Please refer to the table provided in the following Microsoft article to find out which browser will be used in your situation: Browsers used by Office Add-ins.

Other important requirements

The add-in only works with Exchange accounts and doesn't work with non-Exchange accounts (like Gmail). These Exchange accounts have to be connected to Outlook via the default protocol (MAPI over HTTP). If the Exchange account is connected to Outlook via another protocol (IMAP, POP, etc), the add-in won't work.

The add-in is not supported on:

• Shared mailboxes.
• Hybrid Microsoft Exchange Servers.
• Outlook connected to an on-premise (locally hosted) Exchange server.

Authentication method

Please be sure to enable modern authentication as explained in this Microsoft article. Inpart for Outlook add-in doesn't support older and less secure authentication methods like basic authentication.

Install the add-In

On Windows

If you're using the Microsoft Outlook desktop app, open Outlook and click the All apps button in the Home toolbar.

If you're using Microsoft Outlook on the Web, or the new Outlook for desktop (the interface is the same for both), select an email and click the All apps button on the top right corner of the email.

A popup will appear displaying the list of the current add-ins installed on your Outlook. Click Add apps.

The page to manage your apps will open. Search and select Inpart Deal in the search bar.

The description of the add-in will appear. Click Add to install it on your Outlook.

The following popup will appear, click Try it.

IMPORTANT:
If you're using the Microsoft Outlook desktop app, you need to restart Outlook to be able to see the newly added Inpart Deal add-in.

Once the add-in is installed, it will automatically appear on the Outlook Home toolbar, when you're on an email.

If you're using Microsoft Outlook on the Web, or the new Outlook for desktop (the interface is the same for both), select an email again and click the All apps button on the top right corner of the email. The Inpart Deal add-in now appears on the popup. To pin it and make it visible all the time, click right on the add-in icon and select Pin.

On Mac

If you're on Outlook for Mac:

1. Open Outlook (desktop version).
2. From the Outlook toolbar, click on the Store button to open the Add-ins for Outlook window.
3. Search Inpart and select the add-in.
4. Click Add to add it to your mailbox.

Log in to the add-in for the first time

In Outlook, open an email and click the Inpart Deal add-in button in the Home toolbar to open it. If you log in for the first time, you'll see the following screen. Enter your company ID following the instructions. 

If you entered the wrong company ID and land on a blank screen in the add-in, see our support article to solve the issue.

If you're using single sign-on authentication (SSO) with Inpart Deal:

Click Continue, and you will directly log in to Inpart Deal, without having to enter your credentials.

If you're not using SSO with Inpart Deal:

Enter your Inpart Deal credentials: email address and password. You’ll only need to log in once.

Approve sharing permissions between Inpart Deal and Outlook

After successfully signing into your Inpart Deal account, you’ll have to select your Microsoft account.

Then, you'll be asked to approve sharing permissions between Inpart Deal and Outlook to complete the connection.

The default Azure Active Directory configuration allows user consent out-of-the-box.
But some companies may choose to control the use of enterprise applications in Office 365 by restricting the ability for users to consent to third-party applications accessing users profile data in Azure Active Directory.

If you need detailed information, here is the Microsoft documentation: Configure how end-users consent to applications.

If application consent is restricted, users (with the exception of Office 365 Global Administrators) will get the following message when attempting to sign in to the add-in:

Need admin approval
Inpart needs permission to access resources in your organization that only an admin can grant. Please ask an admin to grant permission to this app before you can use it.

Unfortunately, in this case, the only option available to the end user is to return to the application without granting consent, which means the add-in will not be able to work.

Another possible effect of this restriction can be that the permission window is stuck in an infinite loop, preventing users from giving their consent:

In this case, two things may be done to allow users to access the add-in.

Specific configurations

Configure the Azure AD admin consent workflow

You need to be a Global Administrator to complete the following steps.

Please note that these changes may take up to an hour to take effect.

1. Navigate to the Azure Active Directory portal
2. Open Enterprise applications.
3. In the left menu, under Manage, click User Settings.
4. In the right panel, under Admin consent requests (Preview), set Users can request admin consent to apps they are unable to consent to to Yes.
5. Select users who can review and approve admin consent requests.
6. Select an expiry date to specify how long requests stay valid.
7. Click Save.

This way, when users will try to sign in for the first time to the add-in, they will be able to provide a rationale and request approval. The reason will be then emailed using the consent workflow to one of the administrators specified in the Azure AD portal.

Approval required
This app requires your admin's approval to: ...
Enter justification for requesting this app...

Then in Enterprise Applications, under Activity if you click Admin consent requests (Preview) you will see the Inpart add-in listed. You'll also be able to see who requested it in the Requested by tab. From here, just click Approve to approve the users requests.

For further information, please check the Microsoft documentation: Configure the admin consent workflow.

Grant tenant-wide admin consent to Inpart for Outlook Add-In

You can grant admin consent to the add-in to be available for all your users at the same time.

You need to be a Global Administrator to complete the following steps.

Please note that you need to be a Global Administrator to complete these steps:

1. Navigate to the Azure Active Directory portal.
2. Open Enterprise applications.
3. In the applications search bar, search for Inpart and click on it.
4. In the left menu, under Security, click Permissions.
5. Click the Grant admin consent for [YourCompanyName] button.
6. Then agree with the permissions the application requires and grant consent.

In this way, the permission request will be seamless to users when they will sign in to the add-in.

For further information, please check the Microsoft documentation: Grant tenant-wide admin consent to an application.

Uninstall Inpart for Outlook Add-In

If you're using the Microsoft Outlook desktop app, click the All apps button in the Home toolbar.

The list of your installed apps will appear. Right-click on the Inpart Deal add-in and select Uninstall.

If you're using Microsoft Outlook on the Web, or the new Outlook for desktop (the interface is the same for both), select an email again and click the All apps button on the top right corner of the email. Click right on the add-in icon and select Uninstall.

Removing the add-in for the desktop version also removes the add-in for the web version, and vice versa.