Installing the ServiceNow Add-in for Microsoft Outlook enables you to interact with the ServiceNow platform from within Microsoft Outlook.

Vorbereitungen

Role required: sn_customerservice.contact_manager

Prozedur

1. Navigate to All > Microsoft Outlook > Get Add-ins.
2. Select My add-ins.
3. Go to the Custom add-ins tile and select Add from file from the Add a custom add-in drop-down list.
4. Select the manifest.xml file that your admin provided.
5. Click Install.
6. Click View in ServiceNow in Microsoft Outlook and log in with the credentials your admin provided.
7. Click Allow.

Ergebnisse

You can now connect to your account on your ServiceNow instance and interact with its records from within Microsoft Outlook.