View Microsoft Outlook customer contact details in your instance

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

    • Once you have integrated Customer Service Management (CSM) with Microsoft Outlook, you can view customer details in an Outlook add-in panel to make communication easier.

    Vorbereitungen

    Role required: sn_customerservice.contact_manager, sn_customerservice.proxy_contact

    Prozedur

    1. In Microsoft Outlook, open an email message you received from the contact.
    2. On the Microsoft Outlook Home tab, click View in ServiceNow.
      The Outlook add-in panel displays the contact details.
      Hinweis:
      If the contact details are not available, the No contact was found message is displayed.
    3. Wahlweise: If you want to perform other contact tasks, access the contact information in the CSM portal page by clicking the Pop-out icon (Pop-out icon).