Introduction

Scope

This installation guide is intended for individual users with Microsoft 365 Personal edition or Outlook.com account who are installing the Implicit Outlook integration on their own desktop.

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

Step 1: Installing Implicit Desktop App

Dependencies

Implicit Desktop app has a dependency on Microsoft .NET 8. Prior to installing the Implicit Desktop App, the interactive installer will first check for .NET 8.0.x prerequisite. Implicit Desktop app will work with any.NET 8 Desktop Runtime version higher than 8.0.18 (minimum version). If the installer does not detect at least the minimal version, it will automatically connect to Microsoft download center and prompt you to install it.

Note: If you are manually upgrading your .NET Desktop Runtime version, we recommend you upgrade to the latest .NET 8 desktop runtime version. Please see: https://dotnet.microsoft.com/en-us/download/dotnet/8.0/runtime/desktop

Downloading and running the installation

The Implicit Desktop App runs on users’ desktops as a taskbar app in Windows. To install Implicit Desktop App please click on the button below to download it:

This will launch a browser window and start the download. You should see this window at the top-right side of the screen:

Once the download is complete, click “Open File” to run the installer.

The 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.

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 Files\Implicit\Implicit 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.

When you are done linking your Microsoft 365 and intelliflo office accounts, please proceed to step 2 to install the Outlook add-in.

Step 2: Installing Implicit Outlook Add-In

2.1 Download the add-in manifest file

Start the process with downloading the add-in manifest file. A manifest file is a file that describes the functionality, capabilities and interfaces of the add-in. You will need to upload this file to Microsoft in step 2.4. Click the button below to download the manifest file to your computer. The manifest file will be downloaded into your downloads folder (unless you change the target folder):

2.2 Launch the installation from Outlook

For Classic Outlook

If you are using classic Outlook – To install the Implicit for Outlook add-in from Outlook, select the File tab and click ‘Manage Add-Ins’

Outlook will launch a browser and prompt you to login to your Microsoft 365 account. It will present you with a list of available Outlook add-ins.

For New Outlook

If you are using the new Outlook, please sign in to your Outlook Web edition in the browser, and click or enter the following URL:

https://outlook.office365.com/mail/inclientstore

This will open a list of available Outlook Add-Ins:

2.3 Add a ‘Custom Add-In’

Click ‘My Add-ins‘ on the left. A list of your current installed add-ins will be displayed. Click ‘Add a custom add-in‘:

2.4 Upload manifest file

You will be prompted to select and upload the add-in manifest file that you have downloaded in step 2.1

2.5 Confirm the installation

Microsoft will present a warning to inform you that the add-in will have access to your mailbox data. This is necessary in order to retrieve emails from Outlook to archive them in intelliflo office as well as sync your Outlook calendars with intelliflo office diary. If you agree, click ‘Install’:

2.5 Final Step

This is the last step of the installation. You should now see the add-in in your list of installed add-ins:

2.5 Look for Implicit for Outlook button in Outlook

Important Note: It can take up 24-72 hours for Microsoft 365 to refresh itself and for the Implicit for Outlook app to appear on the ribbon in Outlook and as an available App in a browser for Outlook online.

Sign in to Microsoft Outlook as a user. If you are already signed in, please sign out and sign in again.
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:

Installation Checklist

1. I have installed Implicit Desktop App on my computer (as described in Step 1)
2. I have configured Implicit Desktop App and linked my Microsoft 365 personal / Outlook.com account to my intelliflo office account (as described in the User Guide)
3. I have installed Implicit Outlook add-in on my Microsoft 365 personal / Outlook.com account (as described in Step 2)
4. The add-in has been deployed, and I can see it in my Outlook (it might take 24 – 72 hours). Click on the “Implicit for Outlook” button in Outlook to open the side panel and follow the instructions on how “Activating the Outlook Side-Panel” in the user guide.