Integrate Customer Service Management with Microsoft Outlook

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Customer Service Management provides an integration with Microsoft Outlook. This integration enables you to manage workflows such as creating and updating contacts and cases from within Microsoft Outlook.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    Hinweis:
    You must be an Office 365 administrator to deploy the ServiceNow Add-in for Microsoft Outlook. This add-in is supported only for use with Microsoft Outlook 2016+ for MacOS and for Windows.

    Prozedur

    1. Navigate to All > System Definition > Plugins.
    2. Search for the ServiceNow Add-In for Microsoft Outlook plugin (com.sn_outlook_addin).
    3. Click Activate.
    4. Search for the CSM Extension for Proxy Contacts plugin (com.snc.csm_proxy_contacts).
    5. Click Activate.