Envoy add-in for Microsoft Outlook

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This article outlines how to use the Envoy add-in for Outlook to invite guests in Envoy from a meeting in Outlook.

Creating an invite through Envoy using Outlook Calendar add-in

Step 1: Install the Outlook add-in

Install the add-in individually

  1. In your Outlook inbox, look for “Get Add-ins” in the toolbar.
  2. In the new window that opens, search for “Envoy” in the top right corner.
  3. Click “Add” on the Envoy for Outlook add-in.

Install the add-in globally (for O365 admins only)

  1. Visit the following Microsoft Appsource link
  2. Click “GET IT NOW”
  3. This will take you to the 0365 admin portal to install company wide

Step 2: Create calendar event & Envoy invites for attendees

  1. Open your calendar that’s associated with your work email.
  2. Create an event as you normally would—schedule the date, time, event name, etc.
  3. Add your attendees. You can have a mix of attendees from within and outside of your organization.
  4. You will see the add-in when you click “New meeting” in Outlook.
  5. Log in with the credentials you use with Envoy.
  6. Then, select your location and visitor type pre-populated from the drop down.
  7. Note, the date and time pre-populated from the meeting invite.
  8. Next, fill in your host, and choose to send invite email from Envoy.
  9. Finally, select “Create Invite”.

Attendees within your organization will appear “off” by default, since Envoy “assumes” they do not need an invite.