Preparatory Steps

To install the Acumatica add-in, you must use a manifest file that contains all deployment instructions. The system generates a manifest file individually for each user. Before you begin installing the add-in, you need to sign in to your MYOB Acumatica instance and on the Email Settings tab of the User Profile (SM203010) form, click the correct link to download the add-in manifest file:

  • Get Outlook Add-In Manifest for Exchange Server On-Premises: Use this link if you're using Exchange Server on-premises.
  • Get Outlook Add-In Manifest for Microsoft 365: Use this link if you're using a Microsoft 365 subscription. When you download the Microsoft 365 manifest, it comes prefilled with all the necessary Microsoft Entra identifiers—no extra configuration needed.
Attention:

The Get Outlook Add-In Manifest for Exchange Server On-Premises link is available only if the Outlook Integration feature is enabled on the Enable/Disable Features (CS100000) form.

The Get Outlook Add-In Manifest for Microsoft 365 link is available if all of the following conditions are met:
  • The Outlook Integration and OpenID Connect features are enabled on the Enable/Disable Features form.
  • The Use Provider for Sign-In to Acumatica Add-In for Outlook check box is selected for an OpenID provider on the OpenID Providers (SM303020) form.

After that, if you want to customize the ribbon button that will appear on your Outlook client, edit the values of the following parameters in the manifest file:

  • DisplayName: The company name to be displayed
  • Description: The description for the company to be displayed
  • SupportUrl: An external link to an image file with the company logo
Tip: You can modify the manifest file at any time after the add-in has been installed, but you will have to update the add-in for the changes to take effect. For details on how to update the add-in, see To Update the Acumatica Add-In.