Outlook Connector (Desktop Outlook 365) Tool Not Visible When Sending a Message

John Crick

Greetings! I have successfully installed the Smartsheet Outlook connector for Office 365 (desktop). Upon opening a received email the Connector tool is visible and works properly.

However, when I create a new email, the Connector is not visible in the ribbon:

What changes do I need to make to the Connector configuration to make this feature visible?

Thank you,

John

Genevieve P.

Hi @John Crick

This sounds like a question better suited to Microsoft support.

I found this article online that explains how to customize your ribbon in Office 365: How To Enable Add-ins and Connectors in Outlook

From this article, it looks like you can select an option in your Settings:

Then in the “Message Surface” section, switch on the checkbox for the add-in you want to pin.

However I believe this pins the add-in to the Message and not to that top bar. There's an example image on this Smartsheet Help Article, under the heading "Use the Smartsheet for Outlook Add-In": Smartsheet for Outlook Add-in

Cheers,

Genevieve

John Crick

Genevieve,

Good morning and thank you for the quick response. Please confirm that the connector should be usable from a new Outlook email.

Before reaching out for Support I did go through the steps to customize the ribbon (similar to the above). The Smartsheet connector was not listed as an available add-on to a new email ribbon. Just want to make sure it should be. If so, do I need to reinstall the connector?

Thank you,

John

Genevieve P.

Hi @John Crick

My apologies, I don't have Desktop Outlook to test how to configure add-ins in the Create Email window. From what I can see based on Microsoft's help articles (here), when you're writing a new email message, you should be able to access other installed add-ins from the Message ribbon, yes.

There may be an additional setting to be configured for this to show up; if you don't receive a response from other Smartsheet members, I would suggest posting in the Microsoft Community, here.

Cheers,

Genevieve

John Crick

Thank you, Genevieve. It appears that the add-in is only available when reading an email. If I open a received or sent email, the connector is visible. I can customize the ribbon to remove or add the connector. But when creating an email, the connector is not listed as being an available add-on to the ribbon.

I'll reach out to the Microsoft Community.

John

Genevieve P.

Thank you for this information, John! I'm sure it will be useful for others to know this as well, I appreciate you following up.