Microsoft 365 Family: Get premium versions of Word, Excel, PowerPoint, OneNote, and Outlook, 1TB OneDrive cloud storage and more for up to 6 people Outlook 2016 - get it now with Office 365 With Office 365, you get all the latest Office apps plus 1TB OneDrive storage. These programs are called Office Add-ins in Outlook 2016 and Outlook 2019, and Apps for Office in Outlook 2013, and help you speed up the way you access information on the web. For example, the Bing Maps add-in becomes available in an email that contains an address, and you can use it to check the online map for that location right from your email.
The Outlook add-in creates bi-directional sync with PipelineDeals and your Outlook calendar and contacts. The PipelineDeals Outlook add-in is built for Outlook 2013, Outlook 2016, Outlook.com, and Office 365 with an email that is hosted on a Microsoft Exchange server.
Requirements
You’ll need to have an active Microsoft Outlook or Live account to use the Outlook add-in. If you do not see the 'Manage Add-Ins' or 'Manage Apps' option (for Outlook 2013, Outlook 2016, and Outlook.com) or the 'Store' (Outlook For Mac), check with your admin to grant you access.
You will need your login credentials for Outlook to install the add-in.
- The required JavaScript API version is 1.3, but 2016 and newer have it built-in.
What if I don't see the options to Manage Add-ins or the Microsoft Store?
The Outlook Add-in is built for Outlook 2013, Outlook 2016, Outlook.com, and Office 365 with an email that is hosted on a Microsoft Exchange server. If you don't see the options described below, here are some things to check:
1. Admin has restricted add-in access: Check with your email administrator to see if they have restricted users' settings to prohibit loading an add-in. This is a fairly common situation and your email administrator can provide you with access to add-ins for the PipelineDeals Add-In.
2. Outlook/Exchange server prohibits add-ins: If you're using Outlook 2010 exchange server, you will be unable to use the add-in. Also, some Exchange server setups prohibit add-ins. Check with your email administrator for more details.
3. Using Outlook email client, but not Microsoft Exchange: Outlook is an email client, not an email provider. Your email must be hosted on a Microsoft Exchange server in order to enable the Outlook integration with PipelineDeals. If you're not sure what you're using, check with your email administrator, they'll be able to help you out!
If you've checked with your email administrator and you don't think one of these three issues applies to you, contact customercare@pipelinedeals.com and we can work with you to troubleshoot.
Add-in installation for different versions of Outlook
Outlook 2013
- Open Outlook 2013
- Open the File menu and scroll down to the page to find the Manage Add-ins option.
- Click on the Manage Add-ins icon to open up a new browser tab. This tab will prompt you to sign-in to your outlook.live.com account. You will need to sign-in to an outlook.live.com account to use the add-in.
- Enter in your credentials for your outlook.live.com account and your browser will redirect you to your account’s Manage add-ins page.
- Click on the + icon and select Add from the Office Store.
- Search for PipelineDeals for Outlook and select Get it now for the result that appears. This will start the add-in installation process.
Outlook 2016
- Open Outlook 2016
- Open the File menu and scroll down to the page to find the Manage Add-ins option
- Click on the Manage Add-ins icon to open up a new browser tab. This tab will prompt you to sign-in to your outlook.live.com account. You will need to sign-in to an outlook.live.com account to use the add-in
- Enter in your credentials for your outlook.live.com account and your browser will redirect you to your account’s Manage add-ins page
- Click on the + icon and select Add from the Office Store
- Search for PipelineDeals for Outlook and select Get it now for the result that appears. This will start the add-in installation process.
Outlook.com
- Login to your Outlook.com account from a web browser
- Click on the gear icon near the upper right corner of the browser window. Select Manage add-ins from the menu.
- You’ll be redirected to a modal where you can search for the PipelineDeals Outlook add-in. Once you find it, turn on the add-in to install it.
Outlook for Mac
- Open Outlook For Mac
- From the Home tab, click on the Store icon to open the Office Add-ins window
- From the 'Office Add-Ins' modal, use the search bar to search for PipelineDeals For Outlook. Click on the toggle to add the add-in to your Outlook for Mac email client.
Logging into your PipelineDeals account from the add-in
Once you have installed the add-in, you’ll need to sign in to your PipelineDeals account.
For desktop versions of the add-in (Outlook 2013, 2016 and Mac), you’ll see a Sync to PipelineDeals icon in the ribbon menu. Clicking on the ribbon will open the PipelineDeals for Outlook slide-in. To sign in, enter the PipelineDeals account username and password that you wish to sync with.
After successfully signing into your PipelineDeals account, you’ll need to sign-in with your Microsoft account and confirm that you wish to share information with your PipelineDeals account.
You will be asked to approve sharing permissions between PipelineDeals and Outlook to complete the connection. If the sync works, you will see a success page to verify the connection is enabled between Outlook and PipelineDeals.
Logging into your PipelineDeals account from Outlook.com
Outlook.com users can access the PipelineDeals slide-in by first selecting an email in their inbox. The PipelineDeals icon will be visible after the message loads.
You’ll then be able to sign into your PipelineDeals account from the slide-in that appears.
Sign in to your Microsoft account when prompted.
When you've successfully logged in to your Microsoft account, you will see a success page to verify that the connection is enabled between Outlook and PipelineDeals.
PipelineDeals category
Once installed, you will need to create a 'PipelineDeals' category under manage Categories to sync new contacts and calendar events into PipelineDeals. Apply the 'PipelineDeals' category to sync any contact or calendar event into PipelineDeals. All contacts and calendar events created in PipelineDeals will sync to your Outlook account with the category automatically applied.
FAQs
Why is my Microsoft Store icon not appearing?
Please go to Outlook and select File and double check that the account that you are signed in with is the correct account associated to your Exchange Server. You can also try these instructions that we found online.
My email is hosted locally, can I use the Outlook plugin?
The PipelineDeals Add-in for Outlook 2013, 2016 and Outlook 365 will only work with an email that is hosted on a Microsoft Exchange server. However, keep in mind that there are two general types of Exchange Servers that we are compatible with:
1. Exchange Servers that are licensed both in the forms of on-premises software, where the customer purchases client access licenses (CALs), and,
2. Software as a service, Microsoft receives a monthly service fee (see Microsoft Office 365). Here is an Exchange Server article that explains it more in-depth.
If I download the plugin in Outlook 365 will it also download on the desktop version of Outlook?
Yes, it should.
I was able to download the plugin, but the right sidebar just keeps saying 'Loading...' in Outlook. Why is it not loading?
It sounds like you may have a Firewall that could be preventing the plugin from loading. We recommend trying to add unpkg.com and amazonaws.com as domain exceptions for your Firewall.
Why is my number of contacts in PipelineDeals higher than my number of contacts in Outlook?
The plugin syncs contacts that were updated or added to PipelineDeals in the past 60 days.
Why am I not seeing all of my tasks and events in Outlook that are in PipelineDeals?
The plugin syncs Agenda items that were updated or added to PipelineDeals in the past 60 days.
Topics Map > Client Configuration > Desktop
This document explains how to connect to the Office 365 service via Outlook for Mac client.
Configure Outlook
If you currently do not have Office/Outlook installed on your computer, please follow these instructions to install Office/Outlook before proceeding.
Warning: Before proceeding, make sure you have updated Outlook to the latest version (patch) currently available. If you do not update Outlook before proceeding, the potential exists that you will be unable to configure your account to Office 365 (you will receive an error during the configuration process).
Install Outlook 2016 For Mac
Important: In addition to configuring your NetID account, this document also contains instructions on how to configure a Service Account. The recommended configuration for Service Accounts within Outlook is to have the Service Account linked to your NetID account and then to use the delegation feature to interact with the Service Account.
Microsoft Outlook for Mac uses profiles to manage your accounts within Outlook.
- You have three options on configuring your Outlook profile:
- Option 1: First time user of Outlook (no existing profile).
- Launch Outlook to start the account creation wizard. If prompted for type of account, select Exchange or Office 365. Proceed to step 2.
- Option 2: Create a new profile.
- Make sure Outlook is not running.
- Follow these steps to create a new profile.
- Proceed to step 2.
- Option 3: Add your account to an existing profile.
- Launch Outlook.
- Go to 'Tools' menu and click the Accounts selection.
- Select New Account... from the + menu selection located at the bottom left corner of the 'Accounts' screen.
- Proceed to step 2.
- On the Setup your email window, enter the email address of the account you are attempting to configure:
- Email Address format: -
- NetID Account: Enter the primary address of your NetID account which will take one of the following forms: netid@wisc.edu or first.lastname@wisc.edu or name@domain.wisc.edu
- Service Account: Enter the primary address of your Service account which will take one of the following forms: name@domain.wisc.edu
Note: if you don't know whether you are attempting to configuring a NetID account or a Service account, please contact your domain administrator or the DoIT HelpDesk.
- Email Address format: -
- If you receive the following prompt:
Place a check mark within the 'Always use my response for this server' check box.
Click Allow. - You will be redirected to NetID login screen - enter the credentials of the account you are attempting to configure.
Please note: If you receive an error message that your account is unable to be auto-configured, please make sure that your Outlook client is fully updated to the newest version (patch) currently available.
If this is your first time setting up this client: You may receive the following notification:
Click Activate and follow the instructions using your NetID to login when asked to activate the software.
Important:
- Depending on the size and amount of emails you have in your account, Outlook may require some time to completely download all of your mail (and other data) the first time you load Outlook after configuring your account.
- If you are having issues interacting with the configured account or with other accounts, please verify you have authenticated into Outlook before contacting the help desk.
Optional - Configure Access to the Campus Directory (Whitepages)
Remember: the Global Address List (GAL) will only contain Office 365 accounts. Therefore, you may still need access to the Campus Directory (Whitepages) to find the person you are searching for.
Use these instructions to configure the Campus Directory (Whitepages) within this client.
Outlook 2016 For Mac Standalone
Uninstall Outlook/Office
You may experience issues with Outlook for Mac that are often resolved by performing a full uninstall/reinstall of Microsoft Office. The following Microsoft documentation provides instructions on how to completely uninstall Microsoft Office on your Mac: Troubleshoot Office 2016 for Mac issues by completely uninstalling before you reinstall.
Repair Outlook 2016 Mac
See Also: