Step 2 - Configure the Outlook add-in in Humly Control Panel

Group Access in Global Settings

To be able to use the Outlook add-in, the logged in user in Outlook also needs to exist as a member in a group in Microsoft 365. That group's name needs to be added to M365 user groups under Global Settings in Humly Control Panel, for Single Sign-on (SSO) to work with the Outlook add-in.

1. In Humly Control Panel, go to Settings → Global Settings.

2. Find M365 user groups, and add the name of the group that will be able to use the Outlook add-in, e.g under M365 user group for Users.
   

3. Click Save in Global Settings.

Create an Outlook Add-in Extension

1. Log in to your Humly Control Panel as a Global Admin user.

2. Go to Extensions.

3. For the type of extension select Humly Event (Outlook) and click Create Extension.
   

4. In the Humly Event (Outlook) modal configure your add-in by giving it a name, description, display name and uploading an icon and a logo.

   1. Name (required) - Give the add-in a name which will be visible only in Humly Control Panel under Humly Extensions.

   2. Description* - This description will be shown both in Humly Control Panel, Microsoft Admin Center and for all details when users view details of the add-in in Outlook.

   3. Add-in icon - This icon must be of ratio 1:1, PNG format and not smaller than 128 by 128 pixels, as per Microsoft recommendations.

   4. Add-in header logo - The image is limited to be of max 1 MB (=1048576 bytes) and PNG.

   5. Display name* - This is the name that will be shown in Outlook for all users.
      
      * = Changing Description or Display name will require the add-in manifest to be downloaded and uploaded again to Microsoft 365 Admin Center (for centralized deployment upgrade) or local (for local deployment).

   
   

5. Click Save.

6. You will get a saving popup asking if you only want to save or save and download the new manifest.
   

7. Click Save & Download to download the new XML manifest file which will be needed for deployment.

8. In the table of extensions you will now see your newly created Outlook add-in extension.
   

Edit an Outlook Add-in Extension

1. Go to Extensions in Humly Control Panel.

2. Click Edit on the dotted menu for the extension you want to delete.
   

3. In the Humly Event (Outlook) modal make your changes, and click Update.
   Note: Changing Display name or Description requires a new Outlook add-in manifest to be downloaded and uploaded for the changes to take effect.
   
4. On the following saving prompt click Save (if not Display name or Description was changed) or Save & Download (if Display name or Description was changed).
   

Delete an Outlook Add-in Extension

1. Go to Extensions in Humly Control Panel.

2. Click Delete in the dotted menu for the extension you want to delete.
   

3. In the confirmation popup click Yes to delete or No to abort.
   

4. The Outlook add-in extension is permanently deleted and is no longer listed in the table of extensions.