Configuring the Outlook Integration (v2) — Administrators

Contents

Overview 

Note: To install the add-in for your organization, you must be both a Super Admin in Betterworks and an equivalent administrator in Outlook. Also, if you're currently using v1 of the add-in, you'll need to uninstall it and install v2.  

The Betterworks add-in for Outlook allows users to:

  • View their goals and milestones
  • Update their goals and milestones (i.e. progress and comments)
  • View the goals and milestones of other users
  • Review active conversations
  • Request and give feedback

Specifications

Outlook Web Application

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A user's OS doesn't impact the web application.

Outlook Desktop Application

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For Windows 8.1 versions and Office versions greater than 16.0.13530.20424, the Edge WebView2 (Chromium-based) browser should be installed. Otherwise, Windows users will need a minimum of Windows 10 version 1903 and Office 365 client version 16.0.11629 in order to successfully use the add-in.

The add-in triggers a pop-up during the login process that will always launch a Microsoft browser even if the user has another browser set as the default (i.e. Google Chrome). This behavior is not determined by the add-in, but by the Outlook application. Internet Explorer is being sunset by Microsoft and is therefore not compatible with our add-in. Upgrading to the versions referenced above will force the pop-up to trigger in Microsoft Edge (which is compatible with our add-in). However, any upgrades should be managed by your organization's IT Team.

Creating the Add-In

1. Add the Betterworks add-in to your Exchange Server or Office 365.

  • See Exchange Server directions here.
  • See Office 365 directions here.

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2. Confirm that the add-in is configured for your preference.

  • See directions for how to manage user access to add-ins for Outlook in Exchange Online here.
    • Optional (enabled by default) — Use this setting if you would like to add the Betterworks add-in to all users' email views, but allow users to disable it.
    • Optional (disabled by default) — Use this setting if you would like to have each user make the choice to enable the Betterworks add-in.
    • Mandatory (always enabled) — Use this setting if you would like to add the Betterworks add-in to all users' email views and not allow users to disable it.

Note: The above process is the same whether your organization's Betterworks instance is on the US data center or the EU data center. 

Access/Permissions

The Betterworks add-in uses the following access/permissions to function in Outlook:

  • "ReadItem" — To read the information about the objective that is being viewed.