Overview of the add-in

The Outlook Add-In seamlessly integrates with your daily workflow, allowing you to effortlessly track both incoming and outgoing emails and manage contacts directly in your Edgefolio CRM. Whether you're corresponding with prospects, clients, or internal teams, this tool enhances your email management by ensuring all relevant communications are captured and logged in the CRM.

Pre-Installation Checklist

System requirements

The Edgefolio Outlook Add-in works with all modern versions of Outlook including New Outlook and Classic Outlook on Windows on Mac and Outlook in the Web.

Outlook 2013 or later on Windows
Outlook 2016 or later on Windows
Outlook 2019 or later on Windows
Outlook 2013 or later on Mac
Outlook 2016 or later on Mac
Outlook 2019 or later on Mac
Outlook on the web
Outlook on Windows (Microsoft 365)
Outlook on Mac (Microsoft 365)

For detailed system requirements, please see the Support and Feedback section at the end of this article.

Before you start, check that your version of Outlook is up to date.

To install and configure the add-in, you will need to be connected to the internet.

Installation Steps

The Edgefolio Outlook Add-In can be loaded through the Add-Ins for Outlook dialog. The following steps apply to Outlook on the web, on Windows (new and classic), and on Mac.

Step 1: Download the Add-In

You can download the add-in file here

This link will download a zip file. once the file is downloaded, open the containing folder and extract the zip file. The zip file contains a single xml file.

Step 2: Access the Add-Ins Management

In your preferred browser, go to https://aka.ms/olksideload. Outlook on the web opens, then the Add-Ins for Outlook dialog appears after a few seconds.
In the Add-Ins for Outlook dialog box, select My add-ins.

Step 3: Load the Add-In

Locate the Custom Addins section at the bottom of the dialog box. Select the Add a custom add-in link, and then select Add from File.
!https://learn.microsoft.com/en-us/office/dev/add-ins/images/outlook-sideload-custom-add-in.png
Locate and select the downloaded xml file. Accept all prompts during the installation.

Step 4: Confirm Installation

Ensure the Edgefolio add-in appears in the Custom Addins section.

Step 5: Desktop Installation

Once loading in Outlook on the web, the add-in will automatically appear in Outlook for Windows or Mac. According to the Microsoft documentation, this can take up to 24 hours but appears to normally happen within the hour.

Step 6: Enabling the Add-In

To enable to add-in, select any message from your inbox and click on the Apps button.
The Edgefolio Add-in will appear in the Apps menu.
You may have to login to your portal from the add-in to access the feature
You can pin the add-in if you want it to stay visible

Removing the Add-In

To remove the Edgefolio add-in from Outlook, in the Add-Ins for Outlook dialog, navigate to the Custom Addins section. Choose the ellipsis (...) for the add-in, then choose Remove.

FAQs and Common Problems

Cannot load add-in from New Outlook or Classic Outlook

Microsoft regularly update Outlook on the web and all desktop platform. Outlook for Web is now the only way to load a custom add-in. Once loaded, the add-in will appear in the desktop application within 24 hours, normally much quicker.

Add-in not working in Outlook for Windows and Mac

If the add-in is working on Outlook for Web but not Outlook for Windows and Mac, removing and adding the account may work. In the Support and Feedback section below, there are links to several relevant technical articles.
If the link for https://aka.ms/olksideload is not working, consider trying on another browser or in incognito mode as there could be some securities setting in your browser preventing you access.

Support and Feedback

Microsoft Technical Support

For technical support teams looking for additional information, the following articles may be useful

How to contact Edgefolio support

Providing feedback or reporting bugs