Edition: Professional, Business, Enterprise
User-level: User, Assistant Project Manager, Project Manager, Director, Assistant Administrator, System Administrator
Previous steps: Outlook Add-in Overview
How to install the Outlook Add-in (Desktop App)
Open Microsoft Outlook. From the Home tab, click the Get Add-ins button in the top-right corner of the page.
In the Add-Ins menu, search for Synergy, and select the option Synergy For Outlook.
Select Add to install the add-in.
Once installed, open an inbound email or create a new outbound email. You'll notice there is a Synergy icon to the top-right side of the page, with a File option beside it.
Select File to log in to Synergy, and from there you can start filing emails to your projects.
How to install the Outlook Add-in (Outlook in Browser)
Open your browser and log in to Outlook.
Open an email, and on the top-right side of the email window, select the Ellipses button.
From the Ellipses menu, select Get Add-ins.
Search for Synergy and select the option Synergy For Outlook.
Select Add to install the add-in.
Once installed, open an inbound email or create a new outbound email. If you select the Ellipses menu, you'll see the File option from the Synergy Outlook add-in.
Select File to log in to Synergy, and from there you can start filing emails to your projects.
Granting permissions to access emails
In order for Total Synergy to access your emails and sync attachments from Outlook to Total Synergy, you will need to accept permissions.
There are two ways this might be configured on within your Organisation (on Microsoft Entra).
Granting permission as an admin:
If your Azure settings have "do not allow user consent", an Admin of the organisation will need to grant approval for all users within the Organisation.
Users will see "Need admin approval", and will need to request an admin to grant approval.
Grant permissions as a User:
As an Admin: if your org has enabled admin approving on behalf of organisation, then you will see an option to "Consent on behalf of your organisation".
As a User: you'll only be approving for yourself, and everyone that uses the Outlook addin will need to go through this step individually.
Where to next?
Email Management (coming soon)
What other features does this relate to?