Installing the ClientWindow Outlook Add-In

This guide explains how an IT administrator can centrally deploy the ClientWindow Outlook Add-In using

Microsoft AppSource via the Microsoft 365 Admin Center. Once deployed, the add-in appears automatically

in Outlook for assigned users.

Prerequisites

• Global Administrator or Exchange Administrator permissions

• Users have an Exchange Online licence

• Outlook Desktop, Outlook on the Web, or New Outlook for Windows

Step-by-Step Installation

1. Sign in to Microsoft 365 Admin Center
   1. Go to admin.microsoft.com and sign in using an administrator account.
2. Open Integrated Apps
   1. Navigate to Settings ® Integrated apps and select Deploy Add-in.
3. Select Microsoft AppSource
   1. When prompted for the source, choose Microsoft AppSource and continue.
4. Find the ClientWindow Outlook Add-In
   1. Search for “ClientWindow”, select ClientWindow Outlook Add-In, and choose Get it now.
5. Assign Users
   1. Choose Entire organisation, specific users, or Microsoft 365 groups.
6. Select Deployment Mode
   1. Choose Fixed (recommended) or Available depending on your policy.
7. Review and Deploy
   1. Confirm the configuration and select Deploy.

What Users Will See

Once deployed, the ClientWindow add-in will automatically appear in Outlook Desktop (Windows and Mac),

Outlook on the Web, and New Outlook for Windows. No user action is required if deployed as Fixed.

Support

If you require assistance during deployment or validation, please contact your ClientWindow onboarding or

support contact.