Introduction

Overview

Implicit Outlook Integration extends intelliflo office functionality and user experience into Outlook by:

Providing financial advisors with contextual information and instant visibility into relevant intelliflo office information as they interact with their clients and leads via Outlook, enabling them to respond faster and more effectively.

Streamlining and automating data flow from Outlook – including emails, documents and appointments – into intelliflo office.

The new integration is feature-rich yet intuitive and easy to use, seamlessly blending itself into advisors’ daily use of Outlook as natural part of Outlook—no extra steps, no learning curve, just smarter work.

As an Outlook side-panel running alongside email inbox, it automatically identifies clients’ and leads’ emails and provides real-time insights as users read or compose messages. Users can browse, search and view intelliflo office directly from Outlook including clients, leads, service cases, plans and tasks.
Implicit facilitates the flow of input data from Outlook to intelliflo office by providing a variety of tools for both manual and automatic archiving of emails, ranging from a single-click to advanced multi-record options and rule-based auto-email archiving engine. These tools ensure that every client or lead interaction is accurately logged and easily traceable in intelliflo office.

The deployment and management of the Outlook add-in has been greatly simplified with centralized administration through Microsoft 365.

The Implicit integration saves time and enhances advisors’ productivity by allowing them to focus on what matters most – strengthening client relationships.

Key Features

Implicit for Outlook consists of two components:

Implicit for Outlook Add-in – This is a Microsoft 365 Add-in that is installed from Microsoft AppStore by either administrators on corporate accounts or by users on their individual accounts. It shows up as a side-panel in Outlook which becomes active when emails are selected. The side-panel shows relevant intelliflo office context for emails.

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. The desktop app is installed by users directly from the Outlook side-panel or by administrators using silent network-based software deployment tools.

Key features include:

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

Trademarks

Implicit, the Implicit Logo, Implicit for Outlook, Implicit for Teams and combinations thereof are trademarks of Implicit Inc.

intelliflo, intelliflo office, intelliflo store are a registered trademark of Intelliflo limited.

Microsoft, Microsoft Office, Microsoft Outlook, Microsoft Teams, Microsoft 365, and Windows are registered trademarks of Microsoft Corporation.

Other product names used in this publication are for identification purposes only and may be trademarks of their respective companies.

Disclaimer

The contents of this document are provided in connection with Implicit Inc. (“IMPLICIT”) and Implicit for Outlook product. IMPLICIT makes no representations or warranties with respect to the accuracy or completeness of the contents of this publication and reserves the right to make changes to specifications and product descriptions at any time without notice. No license, whether express, implied, arising by estoppel, or otherwise, to any intellectual property rights are granted by this publication. Except as set forth in Implicit for Outlook License Agreement, IMPLICIT assumes no liability whatsoever, and disclaims any express or implied warranty, relating to its products including, but not limited to, the implied warranty of merchantability, fitness for a particular purpose, or infringement of any intellectual property right. IMPLICIT’s products are not designed, intended, authorized or warranted for use as components in applications intended to support or sustain life, or in any other application in which the failure of IMPLCIT’s product could create a situation where personal injury, death, or severe property or environmental damage may occur. IMPLICIT reserves the right to discontinue or make changes to its products at any time without notice.

Supported Platforms

Microsoft 365
Microsoft Outlook on Windows (Windows 11, Windows 10, Windows Server 2019, Windows Server 2016, Windows Server 2012 R2)

Admin Installation

Getting Started

To accommodate different corporate software deployment policies and users’ permissions, Implicit provides multiple ways for installing the two components of Implicit for Outlook.

Step 1: Installing Implicit for Outlook Add-in on Microsoft 365

Implicit for Outlook Add-in is installed on Microsoft 365. We highly recommend that it should be installed and managed by an administrator on the Microsoft 365 corporate account, so it is accessible to all users rather than individual user accounts.

A step-by-step process for installing Implicit for Outlook add-in via Microsoft 365 admin center is described in Microsoft 365 add-in Installation for Admins.

Step 2: Granting Permissions on Microsoft 365

The next step is to grant Implicit for Outlook 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 read emails from users’ mailboxes and archive them in intelliflo office. Write permissions are also required in order to mark emails that have been archived.

To grant permissions on behalf of users, click the following link: Grant Permissions on Microsoft 365

Step 3: Deploying Implicit for Outlook Desktop App

There are two types of deployments of Implicit Desktop App:

User-Level Installation: This is the simplest, easiest and recommended method to install the Implicit desktop app. Upon the initial configuration of the Outlook Add-in, users are directed to Implicit’s website to download and install the app. However, it requires that users have permission to install applications on their desktop.

Administrator Deployment (Central IT admin installation): IT administrators can deploy the Implicit for Outlook desktop app centrally in one of the following scenarios:

If your organization utilizes software deployment tools such as Microsoft System Center Configuration Manager (SCCM) or Microsoft Endpoint Manager (Intune) that push MSI installers silently over the network.
If you are using Citrix or Remote Desktop (RDS) platforms – You can install the application on the session host servers, either manually or using centralized deployment tools

To deploy the app centrally over the network, please see: Network Deployment of the Implicit Desktop App

Microsoft 365 add-in Installation for Admins

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

Prerequisites

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

Steps to Install the Implicit for Outlook Add-in

Step 1: Sign in to Microsoft 365 Admin Center

Step 2: Access Integrated Apps

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

2. Click ‘Add-Ins’

Step 3: Deploy Add-In

Click ‘+Deploy Add-In’:

Step 4: Deploy New Add-In

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

Select ‘I have a URL for the manifest file’ and enter the URL that was specified on the product page when you or your admin installed Implicit for Outlook on the intelliflo store. The URL was also included in the welcome email that sent to you or your admin after the installation.

Important Note: Make sure to include “https://” in the URL that you enter.

Step 5: 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
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.
Just Me – The add-in will be deployed to your account only.

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

Step 6: Final Step

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

Important Note: As indicated in the message, it may take up to 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.

Confirming the add-in is accessible from Outlook

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:

Network Deployment of the Implicit Desktop App

The simplest and easiest method to install the Implicit desktop app, is for users to download and install it directly from the Outlook add-in. However, if your organization does not allow users to install software on their desktop, then you would need to push the installation centrally over the network. This is done using software deployment tools such as Microsoft System Center Configuration Manager (SCCM), Active Directory Group Policy or Microsoft Endpoint Manager (Intune) that push MSI installers silently over then network.

The process consists of two steps:

Step 1: Installing pre-requisite: .NET 8.0 Desktop Runtime. Please ensure that you have the latest .NET 8.x desktop runtime version:
https://dotnet.microsoft.com/en-us/download/dotnet/8.0

Step 2: Installing Implicit Desktop App using MSI files

For 64-bit PCs: Add link
For 32-bit PCs: Add link

After deploying the app, please ask users to run it by entering “Implicit for Outlook” in the Search Box in the Windows taskbar, and configure it by following the instructions described in Configuring Implicit Desktop App.

Note: If you are using Citrix or Remote Desktop (RDS) platforms – You can install the application on the session host servers, either manually or using centralized deployment tools.

User Installation

Getting Started

Step 1: Implicit for Outlook Add-in Installation

If the Implicit add-in was already installed by your admin, skip this step and go to Step 2.

We highly recommend that the Implicit add-in is installed and managed by an administrator on the Microsoft 365 corporate account, so it is accessible to all users rather than individual user accounts. But if you don’t have a corporate account and you’d like to install it on your own personal account, please go to Microsoft 365 add-in – User Installation.

Then proceed to configure the add-in as described in Implicit for Outlook add-in – User Configuration.

Step 2: Implicit for Outlook Add-in Configuration

It may take up to 72 hours for the add-in show up in your Outlook. When it does, click the “implicit for Outlook” button on the Outlook ribbon to open the side panel and start the configuration process as described in Implicit for Outlook add-in – User Configuration.

Microsoft 365 add-in – User Installation

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.

Click ‘Add a custom add-In’. You will be prompted to select the add-in manifest file. Please select !!!!!!!

The Implicit add-in will be added to your list of custom add-ins.

Confirming the add-in is accessible from Outlook

Important Note: It can take up to 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:

Implicit for Outlook add-in – User Configuration

When the Implicit for Outlook add-in shows up in Outlook, click on Implicit for Outlook button on the Outlook toolbar to launch the side panel. The configuration wizard will walk you through the process.

Step 1. Welcome screen

Step 2. End User License Agreement

You will then be prompted to agree to Implicit’s Terms of Service, Privacy Policy and End User License Agreement and to give your consent to send your information (including private information) to Implicit Licensing server to be associated with your license:

Please click the links to review Implicit’s Terms of Service and Privacy Policy. If you agree check the checkbox.
The following information needs to be sent to Implicit to be associated with your Implicit license: your name, email address, your intelliflo office tenant ID, user ID, geographical region, and your IP address. If you agree to having this information sent to Implicit, please check the checkbox
Please review the End User License Agreement (EULA) and if you agree, click “I Agree”.

If you don’t agree to any of these, please click “I Do Not Agree” to exit Implicit for Outlook.

Step 3. Implicit for Outlook Installation on intelliflo store

If you have not yet installed Implicit for Outlook on the intelliflo store, you will be prompted to install it now. Click the “Install it Now” button. You will be redirected to the intelliflo store to install the app.

Note: The configuration wizard allows you to continue with the configuration process even if you have not yet installed the app. Your license will be checked again at the time of signing in to your intelliflo office account and you will need to have the app installed at that time.

Step 4. Implicit Desktop App

Next, you will be prompted to install the Implicit Desktop App.

Before proceeding with the installation of the Implicit Desktop App, follow the instruction below:

1. Check if the Desktop App has already been deployed by your admin

If the Desktop App has been deployed by your admin, please run it by entering “Implicit for Outlook” in the Search Box in the Windows taskbar, and follow the instructions described in Implicit Desktop App – User Configuration.

2. Check if you have permissions to install application on your desktop

If you don’t have permission to install applications on your desktop, please ask your admin to install Implicit Desktop App as described in Network Deployment of the Implicit Desktop App. please run it by entering “Implicit for Outlook” in the Search Box in the Windows taskbar, and follow the instructions described in Implicit Desktop App – User Configuration.

3. You have permissions to install application on your desktop

If you have permission to install software on your desktop, click “Get implicit Desktop App” to get directed to Implicit’s website for instructions on how to download, install and configure the app.

Note: You can leave the Outlook side-panel at this point and proceed to installing and configuring the desktop app. When you’re done, go back to Outlook and click ‘Implicit Desktop App is running now. Continue…’.

Implicit Desktop App – User 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.

Implicit Desktop App – User Configuration

Step 1. End User License Agreement

Next, you’ll be prompted to accept the EULA agreement. Please review it carefully and if you accept, click “I Agree”. Otherwise, click “I Don’t Agree” to exit Implicit Desktop App.

Step 2. Welcome screen

This step links your Microsoft 365 account with your intelliflo office account.

You’ll need to once again agree to Implicit’s Terms of Service and Privacy Policy and give your consent to sending some of your private information to Implicit. This information includes: your intelliflo office Tenant ID (which identifies your organization), your intelliflo office user ID, your name, email address and your IP address.

This is necessary because the desktop app can be installed centrally by an administrator and Implicit needs to verify that the consent is given by the actual Microsoft and intelliflo office user.

Please review the private information that needs to be sent to Implicit to be associated with your license and check the checkbox to give your consent. Also, please review Implicit’s Terms of Service and Privacy Policy and check the checkbox to indicate that you agree.

If you don’t agree to any of these, please click “Cancel” to exit Implicit Desktop App.

Next, click the “Sign In” button, to sign in to your Microsoft 365 account. This is the account you will be using in Outlook. You will be prompted to login to Microsoft 365 and if successful, your email address will be displayed.

Similarly, click the “Sign In” button, to sign in to your intelliflo office account. You will then be prompted to grant permission to Implicit for Outlook to access certain personal and financial data in order to provide you with access to this data from within Outlook. If you agree, click “Yes, allow”, otherwise click “No, Do Not Allow”. If you successfully signed in to intelliflo office and granted the required permissions, your intelliflo office user ID will be displayed on the dialog next to the Sign In button. When both your intelliflo office user ID and your Microsoft 365 email address are displayed, that means that you have successfully completed the installation of Implicit Desktop App and your intelliflo office account is now linked to your Microsoft 365 account.

Click OK to exit. The following message will show up on the bottom-right side of the screen above the Windows taskbar.

Note: The app will run as a background Windows taskbar application and synchronizes data between Outlook and intelliflo office. If at any time it is stopped, please run it again by entering “Implicit for Outlook” in the Search Box in the Windows taskbar.

Step 3. Final Step – Going Back to Outlook

Go back to Outlook where you left off. The side-panel shows the screen where you downloaded the desktop app.

Click ‘ Implicit for Outlook is running now. Continue…’. The side panel will display final confirmation screen that confirms that Implicit for Outlook add-in and desktop app have been successfully installed and configured and you are ready to use the Outlook integration.

To make sure the integration is working, select an email from an intelliflo office client and you should see the side panel populated with the client’s information as in the following example:

You are now ready to proceed with the User Guide.