IT Admin Installation Guide

Introduction

Scope

This installation guide is intended for IT administrators who are installing Implicit Outlook integration on their corporate Microsoft 365 account and centrally deploying Implicit Desktop app to users’ desktops.

Overview

Implicit for Outlook consists of two components:

Implicit for Outlook Add-in – This is an outlook Add-in that is installed via Microsoft 365 admin center. It shows up as a side-panel in Outlook. Key features include:

  • Information about related clients, services cases, plans and tasks.
  • Viewing intelliflo office records directly from Outlook.
  • Multitude of tools to archive emails and attached documents from Outlook to intelliflo office, including ‘One-Click’ and ‘Advanced Archiving’.
  • Robust browsing and searching capabilities across clients, leads and related records.

Implicit for Outlook Desktop App – A Windows taskbar application that works in conjunction with the Outlook add-in to augment its functionality with background processing. Key features include:

  • Synchronization of Outlook and intelliflo office calendars
  • Robust browsing and searching capabilities across clients, leads and related records.

Supported Platforms

  • Microsoft 365 business basic / standard / premium or Enterprise
  • Microsoft Personal 365 and Outlook.com
  • Windows 11, Windows 10, Windows Server 2025/2022/2019/2016
  • Microsoft Outlook for Windows – Classic and New
  • Microsoft Outlook for Mac (Parallels Desktop is required)
  • Microsoft RDS, Azure Virtual Desktop (AVD), Citrix, VDI

Admin Installation

Prerequisites

Before proceeding, ensure that you are signed in as a Global Administrator or Exchange Administrator in Microsoft 365.

DO NOT REMOVE: VIDEO PLACEHOLDER
Before you start, please review this step-by-step installation video for IT Admin Installation

Step 1: Deploying Implicit Desktop App to users’ desktops

If your organization utilizes software deployment tools such as Intune or Microsoft System Center Configuration Manager (SCCM) you can push Implicit MSI installers silently over the network.

Prerequisite – Deploying .NET Desktop Runtime Version 8.0.x:

Implicit Desktop app has a dependency on Microsoft .NET 8. Prior to pushing the Implicit Desktop App, please ensure that users have the latest .NET 8 desktop runtime version. Implicit Desktop app will work with any .NET 8 Desktop Runtime version higher than 8.0.18 (minimum version).

For the latest .NET 8.0.x version, please see: https://dotnet.microsoft.com/en-us/download/dotnet/8.0/runtime/desktop

You can download .NET 8.0.18 Desktop Runtime (minimal version), using the following links:

64-bit: https://builds.dotnet.microsoft.com/dotnet/WindowsDesktop/8.0.18/windowsdesktop-runtime-8.0.18-win-x64.exe

32-bit: https://builds.dotnet.microsoft.com/dotnet/WindowsDesktop/8.0.18/windowsdesktop-runtime-8.0.18-win-x86.exe


Deploying Implicit Desktop App MSIs:

The Implicit Desktop App using MSI files can be downloaded using the following buttons:

64-bit MSI
Download 64-bit MSI

32-bit MSI
Download 32-bit MSI

Deployment via Executable Installer

If you prefer to install the Desktop App directly on users’ desktops, or have users install it themselves, please make sure they have permissions to install the software on their desktops and refer them to Installing Implicit Desktop App on your desktop section below, for step-by-step instructions on how to download and install the executable installer.

Note: The executable installer will first check if you have the required version of .NET Desktop Runtime version and if not, it will prompt you to install it from Microsoft download center. Then it will run the Implicit Desktop App installation.

Step 2: Granting Implicit Desktop App permissions to access Microsoft 365

Implicit Desktop App requires permissions to access data on users’ 365 mailboxes. The required permissions are:

  • Access to users’ calendars – to sync with intelliflo office diary.
  • Access to users’ mail – to retrieve emails from users’ mailboxes and archive them in intelliflo office.

In order to prevent Microsoft 365 from prompting users to accept these permissions (which might be confusing to some users), Implicit made the provision for an administrator to grant the Desktop App these permissions on behalf of users. To approve, please click the following button:

Grant Permissions on Microsoft 365

 

Step 3: Deploy Outlook add-in via Admin Center

This section outlines the step-by-step process for deploying Implicit for Outlook add-in organization-wide using the Microsoft 365 admin center.

1. Sign in to Microsoft 365 Admin Center

Sign in with your administrator credentials to Microsoft 365 Admin Center by going to https://admin.microsoft.com.

2. Access Integrated Apps

In the left-hand navigation panel, expand Settings and click ‘Integrated apps’.

3. Click ‘Add-Ins’

4. Click ‘+Deploy Add-In’:

5. Deploy New Add-In

On the ‘Deploy New Add-In’ screen – select ‘Upload Custom Apps’

6. Select “I have a URL to a manifest file”

Next, select ‘I have a URL for the manifest file’ and enter the following URL:

https://apps.outlook-integration.com/intelliflo/outlook/manifest.xml

Important Microsoft 365 user interface is a little confusing as it implies that “https://” is included but it expects you to include the “https://” in the URL that you enter.


7. Select users and deployment method:

Select the users who would have access to the add-in and the deployment method:

User selection: 
You have an option to select the following:

  • Everyone – All users under this Microsoft 365 tenant (quickest way to deploy)
  • Specify Users / Groups – If you want to limit the deployment to only a group of users, we recommend creating a user group on Microsoft Azure that would include all the users that the intelliflo Outlook integration would be deployed to and selecting that group here.  This way it’ll be easier for you to manage and add/remove users.

Note: Deploying to groups takes longer to deploy add-ins to users as compared with “Everyone”.

  • Just Me – The add-in will be deployed to your account only.

Deployment Method
We recommend selecting the default ‘Fixed’ method.

 

8. Final Step

Upon successfully deployment of the add-in on Microsoft 365, you should receive the following confirmation message that the add-in has been deployed.

 

9. After the add-in has been deployed to users

Important Note: It may take up to 24 – 72 hours for the add-in show up in users’ Outlook ribbon. Please notify users that they might need to exit and re-launch Outlook for the ‘Implicit for Outlook’ button to appear.

When Implicit for Outlook has been deployed to Outlook, it will appear on the ribbon in Outlook as shown below:

Note: Depending on the number of buttons you have configured on your Outlook ribbon, the Implicit button may also show up on the ‘More Commands’ (‘…’) button as show below:

 

 

Installing Implicit Desktop App using the Executable Installer

If you prefer to install the Desktop App directly on users’ desktops, or have users install it themselves, please make sure they have permissions to install the software on their desktops, refer them to this section, for step-by-step instructions on how to download and install the executable installer, and provide them with the link below:

https://s3.us-west-1.amazonaws.com/downloads.outlook-integration.com/software/ImplicitForOutlookIOSetup.exe

Download Implicit Desktop App

The installer wizard will walk you through a set of screens:

Click Next to continue. You will be prompted accept the Implicit EULA:

Next, you will be prompted to select the installation folder. By default, the installation folder will be set to: “Program FilesImplicitImplicit for Outlook”. Choose Browse to select a different folder. Then click ‘Next’.

Next, the installer will be prompt you to confirm the installation and start copying the files.

 

Upon completion it will launch the configuration tool.

When the installation is done, the installer will launch Implicit Desktop App welcome screen where you will be prompted to sign-in to your Microsoft 365 and your intelliflo office accounts in order to link these two accounts. Please proceed to “Linking your Microsoft 365 and intelliflo office accounts” section of the User Guide.

Installation Checklist

  1. I have deployed Implicit Desktop App centrally over the network using the MSIs or by using the executable installer (as described in Step 1)
  2. I have granted Implicit Desktop App permissions to access users’ Microsoft 365 accounts (as described in Step 2)
  3. I have notified users that upon their next sign-in to their desktops, they would be prompted to link their Microsoft 365 accounts with their intelliflo office account (as described in the User Guide)
  4. I have installed Implicit Outlook add-in on the corporate Microsoft 365 account (as described in Step 3)
  5. I have notified users that the add-in has been deployed and that it might take 24 – 72 hours for it to show up in their Outlook.
  6. I have also notified users that once the add-in is visible in Outlook, they should click on the “Implicit for Outlook” button to open the side panel and follow the instructions on how “Activating the Outlook Side-Panel” in the user guide.