Transitioning to the V3 Outlook Add-in

Emailgistics AI features require the V3 Outlook add-in, which uses Microsoft's newer add-in architecture. This guide walks through deploying the V3 add-in via Integrated Apps, identifying and removing the V2 add-in safely, and managing the transition period where both add-ins may appear.

Important: Do not remove the V2 add-in until the V3 add-in has been successfully deployed and had time to propagate.

Deployment Strategy

To minimize disruption:

1. Deploy the V3 add-in first
2. Allow Microsoft deployment to complete (up to 72 hours)
3. Remove the V2 add-in after V3 is confirmed available

This ensures users always have an Emailgistics add-in available during the transition.

Part 1: Deploy the V3 Add-in

1. Go to admin.microsoft.com
2. Navigate to Settings → Integrated apps
3. Select Upload custom apps (do not select "Get apps" or "Store apps")
4. When prompted for APP Type, select Office Add-in
5. Choose Provide a link to the manifest file
6. Paste the V3 manifest URL: https://c1.emailgistics.com/crm/addin/v3/manifest
7. Select Validate
8. Choose the users or groups that should receive the add-in
   • Recommended: a security group covering all users who access shared mailboxes, plus the mailbox itself (best for OWA and New Outlook)
9. Review and Accept permissions
10. Select Finish deployment

What to expect after deployment

• The V3 add-in may appear at different times for different users
• Full deployment can take up to 72 hours
• This timing is controlled by Microsoft

Part 2: Identify the V2 Add-in

Because V2 and V3 share the same display name, version number is the only safe way to distinguish them.

1. Go to admin.microsoft.com
2. Navigate to Settings → Integrated apps
3. At the top of the page, click the Add-ins link (it is hyperlinked in the description text)
4. Select one of the Emailgistics add-ins
5. Look for Version 2.3.1.0 or below — this is the V2 add-in

Do not remove any add-in with a version number starting with 3.

Part 3: Remove the V2 Add-in (After V3 Is Live)

Wait at least 72 hours after deploying V3 before removing V2. This allows V3 to fully propagate and users to transition without losing access.

1. Go to admin.microsoft.com
2. Navigate to Settings → Integrated apps, then click the Add-ins link (as described in Part 2)
3. Select the Emailgistics add-in showing Version 2.3.1.0 or below
4. In the bottom right corner, select Remove add-in
5. Review the confirmation message and select Remove

Timing Expectations

During this window, some users may temporarily see two Emailgistics add-ins. This overlap is expected and controlled by Microsoft. AI features will only appear in the V3 add-in.

Key Recommendations

• Always deploy V3 before removing V2
• Never remove an add-in unless the version is confirmed
• Do not reinstall add-ins manually during the transition
• Expect staggered rollout behaviour across users

When to Contact Support

Contact [email protected] if:

• V3 has not appeared after 72 hours
• You are unable to identify add-in versions
• Users do not see AI features after V3 deployment is confirmed