Implicit for Outlook – Admin Guide

Introduction

Scope

Implicit for Outlook consists of two components:

Implicit for Outlook Add-in

Implicit for Outlook Add-in provides a side-panel inside Outlook and allows you to view relevant CRM data in real-time as you receive and send emails to your customers and prospects. Furthermore, it enables you to browse, search, view, update and create new CRM records from Outlook as well as archive emails to records in the CRM. Implicit for Outlook Add-in is installed on your Microsoft 365 account (personal or corporate account) or on your Exchange mailbox.

Implicit for Outlook Desktop App

Implicit for Outlook Desktop App is installed on your Windows desktop and runs as a taskbar application. It allows you to keep your CRM calendar and contacts in full sync with Outlook and set rules for auto archiving of emails from Outlook to the CRM.

This guide is intended for IT, Microsoft 365 or Exchange administrators and provides detailed instructions on how to install and configure Implicit for Outlook add-in and desktop app. It is divided into two sections:

• Installation / configuration by Microsoft 365 / IT administrator (or on-prem Exchange admin)
• Installation / configuration by the CRM admin

Trademarks

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

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

SugarCRM is a registered trademark of SugarCRM Inc.

SuiteCRM is a registered trademark of SalesAgility Ltd.

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 Outlook

  • Microsoft 365 or Microsoft Exchange (2013 and higher)
  • Microsoft Outlook on Windows (Windows 11, Windows 10, Windows Server 2019, Windows Server 2016, Windows Server 2012 R2)
  • Microsoft Outlook for Mac (macOS 10.14 Mojave or later).
  • Microsoft Outlook Online (Microsoft Edge, Google Chrome, and Safari).
  • Mobile: IOS and Android devices

CRM

SugarCRM and SuiteCRM.

 

Installation Steps

The Implicit for Outlook installation process involves:

  • Microsoft 365 / Exchange / IT administrator – For installation that requires admin privileges on Microsoft 365 or Exchange.
  • CRM Administrator – For any installation that requires admin privileges on the CRM.
  • End User – For Installation of the Implicit desktop App. If your organization requires admin privileges to install software on the desktop, this step must be done remotely by your IT administrator.

 

Step 1 – Granting Permissions on Microsoft 365

By: Microsoft 365 administrator

Start by granting permissions on behalf of the organization for users to use the Implicit for Outlook Desktop App.

 

Step 2 – Installing Implicit Module on the CRM

By: CRM administrator

  1. Start by installing the Implicit for Outlook Module on the CRM Server – This is required for the Implicit side panel to show up in Outlook or in a web browser.
  2. If you are using SuiteCRM – Install the required SuiteCRM patches.
  3. If you are using SugarCRM – Add the Implicit platform to the list of SugarCRM API platforms. Go to SugarCRM Admin > ‘Configure API Platforms’ (under the ‘Developer Tools’ section) and add ‘ifo365’ to the list of ‘API Platforms’.

 

Step 3 – Installing Implicit Desktop App

By: CRM administrator – We recommend that you start with installing and configuring the desktop app on your desktop first so that you can create and publish a configuration suitable for all other Implicit users.

  1. Install the Implicit Desktop App on your desktop
  2. Configure the appropriate settings on the desktop app and publish the configuration so that users will be able to use this configuration.

 

Step 4 – Installing Implicit for Outlook Add-in

By: Microsoft 365/Exchange administrator

Install Implicit for Outlook add-in on Microsoft 365 or Exchange on-prem.

Step 5 – IT Admin Advanced Installation

By: Microsoft 365/Exchange/IT administrator

  1. Configuring SAML Single-Sign-On.
  2. When you’re ready to fully deploy Implicit for Outlook, you can use the MSI installer to push the software silently over the network.
  3. To enable the AI functionality, please follow the instructions to subscribe and create Azure OpenAI resource.

 

Microsoft 365 Admin Installation

As the organization’s IT or Microsoft 365 administrator, there are several steps that you need to go through before users can start using Implicit for Outlook:

1. Granting permissions on behalf of the organization for users to use the Implicit for Outlook Desktop App.
2. Installing Implicit for Outlook Desktop App. on users’ desktops.
3. Installing Implicit for Outlook Add-in on Microsoft 365 corporate account.
4. Subscribing and creating OpenAI service on Azure.

Granting Permissions for Implicit for Outlook Desktop App

Before users can install and run the Implicit for Outlook Desktop App, you need to grant them permission to do so on behalf of your organizations. The desktop app focuses primarily on synchronizing contacts and calendars meetings and between users’ 365 mailboxes and the CRM and on auto-archiving of emails from users’ mailboxes to the CRM. As such, it requires the following list of access / permissions:

If you are the Microsoft 365 admin and have access to the Microsoft 365 corporate account, you can grant the required permission by clicking on the following link:

https://services.outlook-integration.com/ifoapprove.aspx

 

You will be prompted to login to 365 admin account and select the functionality you intend to use: contact sync, meetings sync or email archiving. Your selection will determine the required 365 permissions. After making you selection, click ‘Proceed ‘.  You will then be prompted to approve the permissions via the above page. If you accept and agree to grant these permissions, click Accept. Otherwise click Cancel.

 

Installing Implicit for Outlook Add-in on Microsoft 365

The Implicit for Outlook add-in is a Microsoft 365 Outlook add-in that shows up as a side-panel in Outlook. It is installed as an add-in in Microsoft 365 admin center. To install, please follow these steps:

  • Go to Microsoft 365 ‘Admin Center > Settings > Integrated Apps’ and click ‘Add-ins’
  • Click ‘+ Deploy Add-In’
  • A ‘Deploy New Add-In’ screen will open. Click ‘Upload Custom Apps’
  • Select ‘I have a URL for the Manifest File’ and specify the URL you received with your license key and click Install.

Important: please make sure to include the https:// in the URL that you enter.

Select the users who will have access to Implicit for Outlook and set the deployment method to ‘Fixed’.

Click ‘Deploy to deploy the add-in.

Implicit for Outlook is now installed on your Microsoft 365 corporate account. The next step is to confirm that the installation was successful, and the app is available in users’ Outlook.

Confirming the Installation

Note: It can take up to 24 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:

 

Installing Implicit for Outlook Desktop App

If your organization requires admin privileges to install software on the desktop, install the Implicit Desktop app on users’ desktops. We recommend that you start with the CRM admin’s desktop and then proceed with installing it for other users.

Implicit for Outlook Desktop App is installed on users’ desktops and runs as a Windows taskbar application. Two different installation packages are provided:

 

CRM Admin Installation

Installing Implicit for Outlook Module on the CRM Server

The purpose of the Implicit for Outlook Extension Module is to enable CORS on your CRM. For the Implicit app to work inside Outlook or in a browser, CORS must be enabled on the CRM server. Cross-Origin Resource Sharing (CORS) is a security mechanism that is required in order to overcome the same-origin policy, enforced by Web browsers which prevents a scripts loaded from one domain from accessing another domain.

To install the package for the CRM you are using:

Download the Implicit for Outlook Extension Module from the link that was sent to you by Implicit along with your license information. Note: there are two different modules for SugarCRM and for SuiteCRM. Please make sure you are using the correct one.

  • Login to your CRM, select the admin section and go to ‘Module Loader’
  • Click ‘Choose File’, select “Implicit for Outlook Module” zip file, and click ‘Upload’.
  • The module will be uploaded and show up on the bottom list. Click ‘Install’ to install the module on your CRM instance

SuiteCRM:

SugarCRM:

Installing SuiteCRM Patches

If you are using SuiteCRM version 7.12.x and higher – You’ll need to apply the following patch. This patch is required for Implicit FrontEnd to connect with SuiteCRM via web services and for Single Sign-On SAML authentication to work.

Please see: https://crmcollaboration.com/docs/known-issues-suitecrm/

 

Configuring SAML Single Sign-On

If your CRM is configured to use SAML-based Single Sign-On (SSO), you will need to enable SAML login via Implicit for Outlook using one of the two following methods:

  • If you are using Implicit for Outlook on Windows and have installed Implicit for Outlook Desktop app, you can skip this configuration. The desktop app supports SAML natively and no further configuration is required. Otherwise, please make sure to install and configure the Implicit for Outlook Desktop app prior to installing the Outlook add-in as specified “Installing Implicit for Outlook Desktop App.”) so SSO login will be enabled from the side-panel.
  • If you are using Implicit for Outlook on Mac or mobile and are not using Implicit for Outlook Desktop app, you need to follow the instructions below to enable Implicit for Outlook Add-in to use SAML to login to your CRM.

To enable SAML SSO without using the desktop app, you need to add a ‘Reply URL’ to your SSO provider (ID provider). Also known as an ‘Assertion Consumer Service (ACS) URL’, Reply URL is the location where the authorization server sends the user after the app has been successfully authorized and granted an authorization code or access token.

The method to add the Reply URL is specific to each provider. You will need to use your provider’s portal to add this URL. In the example below, we describe the method to add the Reply URL to Microsoft Azure:

 

 

 

 

    • Under “Enterprise Applications > All Applications”, find your CRM name: ”SugarCRM or SuiteCRM and select “Single sign-on” on the left-side menu:

 

  • On the “Set up Single Sign-On with SAML” card, click ‘Edit.

 

  • “Basic SAML Configuration’ panel opens up on the right-side. Click “Add Reply URL” on the bottom and specify the Reply URL that was provided to you by Implicit along with your license key and the URL to install the add-in. When you’re done, click ‘Save’.

 

  • To verify that SSO is working correctly, go to “Implicit for Outlook add-in” login page, check the Single sign-on checkbox and click login. You’ll be prompted to login to your SSO provider and upon successful authentication, you’ll be able to login to the CRM.

 

Managing Configurations for your CRM users

License, CRM URL and SSO Configuration

License key, CRM URL and single sign on settings are automatically configured when you place your order with Implicit or at the time when your corporate license is created. They are configured on the Implicit licensing portal and are automatically retrieved when users select “Load My Configuration”.

Implicit for Outlook Desktop App Configuration

Implicit for Outlook desktop app allows you as a CRM administrator to create and publish a configuration for your Implicit users. It includes four sets of configurations:

  • Synchronization Configuration
  • AI Administration Configuration
  • AI Insights Configuration
  • Corporate-Level Email Archiving Rules

Synchronization Configuration

These settings can be configured by either the CRM admin or by users:

  • Auto sync on/off and interval
  • Synchronization settings for: meetings, calls and contacts

For detailed information on how to configure meetings and contact synchronization, please see: Sync Configuration

AI Administration Configuration

These settings can be configured and published by CRM admins only:

  • Azure OpenAI resource configuration which was created by the Microsoft 365 administrator created. See: Subscribing and Creating Azure OpenAI Resource
  • Enable / Disable users from generating Email AI insights
  • Enable / Disable users from generating Teams meetings AI insights

 

AI Insights Configuration

These settings can be configured by either the CRM admin or by users. They include:

  • Automatically transcribe and generate AI insights for all new meetings with CRM contacts or leads. This setting allows you to configure Implicit for Outlook to automatically set transcription for all new Teams meetings where the participants list include CRM contacts or leads without having to select it per meeting.
  • Upon scheduling a new meeting and sending an invite – manually select whether that meetings should be transcribed, and AI insights should be generated.
  • Automatically mark all emails included in a conversation for which AI insights are generated with a blue Implicit AI insights Outlook category
  • Sharing AI Insights via CRM – Make AI Insights private or share them with a SugarCRM team SuiteCRM or security group

For detailed information on how to configure AI Insights, please see: AI Insights Configuration

 

Corporate-Level Email Archiving Rules

As CRM admin, you can create corporate-level email auto-archiving rules and publish them to all users. To create Email rules, see: Email Rules Engine.

Publishing Implicit for Outlook Desktop App Configuration

Once you’ve configured the settings via the desktop app, you can publish the configuration by going to the administration tab and clicking ‘Publish My Configuration’.  This will publish the configuration to a document on the CRM which will be automatically retrieved and applied to all Implicit users.

 

 

Implicit for Outlook Add-In Configuration

The CRM administrator can also create and publish configurations for the Outlook side-panel. These settings are typically configured at the corporate level and apply to all CRM users. They include:

  • Which CRM modules are accessible to users from Outlook
  • Which CRM modules are visible on the Outlook side-panel
  • Should browsing and searching for CRM records be done in Outlook or the CRM (browser).
  • Rules for archiving Email attachments.

For detailed information on configuring the Outlook Add-in, please see: side-panel Administration settings