Outlook Integration

The Recognize add-in for Outlook adds the ability to send recognitions via the Recognize platform directly from within Outlook.

This implementation guide applies to Office 365 accounts that use Microsoft Exchange to manage email accounts.

This guide is intended for system administrators and describes installation for an entire Office365 tenant. It will cover how to deploy, configure and customize the add-in onto machines and Outlook web-apps (OWA’s) for all users in your organization.

System Requirements

Requirements for configuration

• Microsoft Office 365
• Microsoft Admin Portal access

Outlook client compatibility

• Microsoft Outlook Web App (OWA)
• Microsoft Outlook 2016+

Installation

IT administrators may install the Recognize add-in for Outlook for their entire organization. Begin by going to the Office 365 admin center dashboard (admin.microsoft.com).

1. Select 'Settings' from the left side menu
2. Select 'Integrated apps' from the drop-down under settings
3. Select 'Get apps'
   
   
   
   
4. Search for “Recognize” in the search bar
5. Select the Recognize Outlook app from the search results
   
   
   
   
6. After reading the terms, select the 'Get it now' button
   
   
   
   
7. Ensure the box next to the Recognize Outlook app is checked for deployment, then click 'Next'
   
   
   
   
8. Ensure the setting for running a test deployment is turned off
9. Choose which users you'd like to install the app for under the 'Assign users' section
10. Click 'Next' when you're ready
    
    
    
    
11. Read the permissions requests and click 'Next'
    
    
    
    
12. Review your configuration and click 'Finish deployment' at the bottom of the page
    
    
    
    
13. Confirm the deployment is successful and then click 'Done' at the bottom of the screen
    
    

Configuring Default Visibility

You can also configure the default visibility of the Recognize application in Outlook for other employees at your organization.

1. From your Microsoft admin portal, click on the Recognize app
2. Then click Configuration > Add-ins
   
   
   
   
3. Click the Recognize add-in to modify it
4. Make changes to the user assignment as necessary
5. Choose your deployment method
6. Make sure the add-in 'Status' is toggled to 'On' in the bottom right corner
7. Click 'Save' to save your changes and deploy
   
   
   
   
8. Once deployed, users can visit the Recognize app from within Outlook by clicking on an existing email and clicking on the Recognize logo on the right-hand side of the page
   
   NOTE: It may take up to 24 hours from starting the deployment for the app to appear in Outlook.
   
   
   
   

Authentication

After clicking the Recognize add-in button for the first time, employees will see the following screen (if they are not already logged in to Recognize). To log in for the first time with the add-in:

1. Click the 'Sign in' button
   
   
   
   
2. Follow the log-in flow, and authorize Recognize to access your account if needed. If you have set up SSO, the user will be flowed through SSO and immediately logged in. You are now ready to start using Recognize in Outlook!
   
   
   
   

Additional info

Release limitations:

• The Recognize add-in only supports installation via the Office store. Manual installation may be possible, but is not currently supported.