KanBo Outlook Add-in Installation (O365)

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The Outlook Add-in makes it easy for you transfer information from an email to KanBo.
This App equips you with the ability to convert Emails into KanBo Cards. It is also possible to select an existing KanBo Card and attach information from the email to it.

You can read more about The KanBo Outlook Add-in here.

Modifying the Entra App Registration

Head to the App Registration of Your KanBo and copy the client-id

Next, head to “Expose an API” and click on “Add” for “Application ID URI”

For the URI, type in “api://kanbo-url/app-id”
Replace kanbo-url with the URL of Your KanBo and replace app-id with the app registration ID You’ve copied before.

Click on “Save”

Next, click on “Add a Scope”

Fill:

  • The scope name as “access_as_user”
  • select “Admins and users” as consenting people
  • Display name as “KanBo API Scope”
  • Description as “Allows current user access for the app’s web APIs”
  • Make sure “State” is enabled

After that, click on “Add scope”

Next, click on “Add a client application”

For client ID use “ea5a67f6-b6f3-4338-b240-c655ddc3cc8e”, as this is the ID of the Outlook App. Make sure You select the “access_as_user” scope below then press “Add application”

Deploy the App on O365

Head to Integrated apps – Microsoft 365 admin center and click on “Upload custom apps”

If You are updating Your KanBo Outlook Add-in from an old version, find the “KanBo” integrated app, click on it and choose “Update add-in” under actions. Changes to the integrated app post-update might take up to a day to finalize.

Select the “Office Add-in” App type and provide a link to it. The link will be https://kanbo-url/plugins/outlook-app/manifest.xml.

Next, select what scope of users You want to have access to the KanBo Outlook Add-in

Next, click on “Accept permissions”. A new browser window will appear and You will have to login with an administrative account of Your tenant.

Consent to above permissions on behalf of Your organization.

With that, the installation of the Outlook App plugin is finished. You can find information about the usage of the app here: https://help.kanboapp.com/en/hc/kanbo-integrations/outlook/how-to-use-the-kanbo-outlook-app/

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