Installing and Updating the The Needles Neos Add-in for Outlook allows you to file emails into
a case from Outlook Web, desktop or mobile. You can also use the add-in to view
party and provider contact information.
These instructions must be performed by each individual Needles Neos User.
Please follow these instructions to install the add-in:
From Outlook Desktop
To install the Needles Neos Outlook Add-in from your desktop
version of Outlook,
- Click on the Home ribbon with your Outlook Desktop.
- Select Get Add-ins from the Add-ins group.
- Follow instructions in step 5 From Outlook Web.
From Outlook Web
- Close your desktop version of Outlook.
- Open your Outlook Web (mail.office365.com) and sign in with your
Microsoft 365 credentials.
- Click the New Message button.
- Click the three dots button in the gray bar at the bottom of the new
message and select the Get Add-ins option.
![](https://portal.needles.com/wp-content/uploads/2021/01/Get-Add-ins.png)
- Click the My add-ins tab and scroll to the Custom add-ins
section. Click the Add a custom add-in dropdown and select Add from
URL.
![](https://portal.needles.com/wp-content/uploads/2020/08/Add-from-URL.png)
- Enter the following URL and click the OK button.
https://saasuicdn.blob.core.windows.net/neosoutlookplugin/needles-addin.xml
![](https://portal.needles.com/wp-content/uploads/2020/08/add-url-manifest-file.png)
- Click the Install button on the Warning window to continue
with the installation.
![](https://portal.needles.com/wp-content/uploads/2020/08/warning.png)
- SUCCESS! The add-in will display as Added
in your My add-ins section.
![](https://portal.needles.com/wp-content/uploads/2021/01/Addin.png)
After the Outlook add-in has been installed, re-open your desktop
version of Outlook to ensure that the My Add-in Group is visible. If installed
from Outlook Desktop, select an email in your inbox to ensure the My Add-in
Group is visible.
If you do not see the add-in in your desktop Outlook, refer to the
following steps for confirming your Outlook privacy settings:
- In Outlook, select the File tab and choose Office
Account. - Select Manage Settings under Account Privacy.
- On the Privacy Settings window, ensure the Enable optional
connected experiences check box is selected. Click the OK button to
close the window.
![](https://portal.needles.com/wp-content/uploads/2020/08/enable-optional.png)
When updated versions are released, each user must
remove the Needles Neos Outlook Add-in from their Outlook and re-install.
To update the Outlook add-in:
- Follow the install instructions from above and then at step
5, click the My add-ins tab and scroll to the Custom add-ins section. Click the
three dots button for the Needles Add-in and select the Remove option.
![](https://portal.needles.com/wp-content/uploads/2021/01/addin-remove.png)
- Redo the installation instructions from above to obtain the latest
Needles Neos Outlook Add-in.