Automate Salesforce Lightning App for Outlook deployment with Microsoft 365 “Centralized Deployment”

As a Microsoft 365 administrator, you can deploy and push Office add-ins for users in your organization, using the “Centralized Deployment” feature from the Microsoft 365 admin center, that is now out of preview and is generally available to Office 365 commercial customers.

Before you begin, determine if Centralized Deployment works for your Office 365 organization.

Centralized Deployment is the recommended and most feature-rich way for most administrators to deploy add-ins to users and groups within an organization.

Centralized Deployment provides major benefits:

  1. A Global admin can assign an add-in directly to a user, to multiple users via a group, or to everyone in the tenant.
  2. When the relevant Office application starts, the add-in automatically downloads for the user. If the add-in supports add-in commands, the add-in automatically appears in the Ribbon within the Office application.
  3. Add-ins will no longer appear for users if the admin turns off or deletes the add-in, or if the user is removed from Azure Active Directory or from a group that the add-in is assigned to.

Lightning for Outlook App Deployment step by step

  • Sign in to Office 365 with your work account.
  • Select the app launcher icon in the upper-left, and choose Admin.
  • In the navigation menu, choose Settings > Services & add-ins.

If you see a message on the top of the page announcing the new Office 365 admin center, click the message to go to the Admin Center Preview (see About the Office 365 admin center).

  • Choose Deploy Add-in at the top of the page, then click “Next“.
  • Choose from the following option on the Centralized Deployment page “I want to add an Add-in from the Office Store”

  • Search for the “Salesforce Lightning” App and select “Add

  • Then choose the right option for your deployment, for instance, “Optional, enabled

  • Finally, select the right audience

Now that you’ve deployed the add-in, your end users can start using it from their Outlook. The add-in will appear on all platforms that the add-in supports.

The recommended approach for deploying Lightning for Outlook

Consider deploying the Lightning App in a phased approach to help ensure that the deployment goes smoothly. We recommend the following plan:

  1. Deploy the app to a small set of business stakeholders and members of the IT department. If the deployment is successful, move on to step 2.
  2. Deploy the app to a larger set of individuals within the business who will be using the app. If the deployment is successful, move on to step 3.
  3. Deploy the app to the full set of individuals who will be using the app.

Depending on the size of the target audience, you may want to add steps to or remove steps from this procedure.

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