The SourceWhale Outlook Add-in is only supported by some versions of Outlook. You will need to check that you are running a version of Outlook that is supported. To determine what version of Outlook you are using, see Microsoft's guide on how to check your Outlook version. See below for supported Outlook versions.
Supported Versions of Outlook
Platform | Product | Minimum Product Version | Minimum OS Version |
Windows | Microsoft 365 | Version 2104 (Build 13929.20296) or later | Windows 10 (version 1903 or later) |
Mac | Microsoft 365 | Version 16.38.506 or later | |
Web Browser | Modern Outlook UI | - | Any modern browser |
The following clients are not supported:
Outlook 2021
Outlook 2019
Outlook 2016
Outlook 2013
Microsoft 365 MSO
Installing the Outlook Add-in as a Microsoft 365 Administrator
Important Note
Microsoft offers different user experiences in Outlook that can sometimes lead to problems or confusion. To prevent this, it's advisable for Microsoft 365 administrators to deploy the add-in on behalf of users.
We recommend gradually rolling out the SourceWhale Outlook add-in to a few users before deploying to everyone. (N.B. All users are required to have a SourceWhale license)
Go to Microsoft 365 Admin Centre > Settings > Integrated Apps.
In the Deployed Apps list, select Get apps. Find SourceWhale for Outlook and select it.
On the Microsoft 365 Apps published apps page, select Get it now on the SourceWhale for Outlook add-in, accept the requested permissions, and select Continue.
At the top of the app page, select Deploy.
Choose whether to deploy the add-in to the entire organisation or to specific users or groups, then select Next.
Review the requested permissions. Select Accept permissions if consent is required, then select Next. Review the deployment and select Finish deployment.
Informing your team of the SourceWhale Outlook Add-in
Once you've followed the installation steps above, you're now ready to inform your team you have installed SourceWhale for Outlook, you can send them the following guides to help get them set up for success!
When users open out the SourceWhale Outlook Add-in for the first time, they will need to pin the add-in. Once it's pinned, they will be asked to Login to their SourceWhale Account.
Stuck or need some help? Click on the chat icon at the bottom right-hand corner to connect with our support team!