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Outlook Add-In (AID124)

The ADITO Outlook Add-In integrates ADITO xRM functionality directly into Microsoft Outlook. It provides seamless access to business-relevant data from within Outlook, eliminating the need to switch applications.

This documentation is intended for both end users and developers. It includes:

  • Functional capabilities of the Outlook Add-In
  • Options for customizing and extending the add-in
  • Installation steps and troubleshooting advice

The add-in can be customized to display virtually any information available in the ADITO xRM platform, including custom datasets or logic. This flexibility allows integration tailored to your business workflows.

Features​

The ADITO Outlook add-in enables users to:

  • Display ADITO system data within the Outlook client.
  • Open corresponding ADITO datasets in the ADITO client.
  • Import emails directly from Outlook into the ADITO system.

Compatibility​

The add-in supports Exchange Online, in combination with the following clients:

  • Outlook Web Access (modern UI)
  • Outlook for Windows (new UI)
  • Outlook for macOS (new UI)

For compatibility-related limitations and guidance, refer to the Troubleshooting section.