---
sourceDocument: Australia IT Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-service-management

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    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia IT Service Management

ft:clusterId :

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bundleId :

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workflow :

    - Technology


---

# Deploy the ServiceNow Add-in for Microsoft Outlook

# Deploy the ServiceNow Add-in for
Microsoft Outlook {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Deploy the ServiceNow add-in for Microsoft Outlook to chat with a virtual agent, create incidents and VTB tasks from within the Microsoft Outlook.

## Before you begin

In addition to having one of the following roles on the ServiceNow instance, you must be an Office365 administrator to deploy the ServiceNow add-in.

Role required: admin, sn_outlook_addin.outlook_addin_setup

## About this task

Deploy the ServiceNow add-in to Microsoft Outlook using the instructions in this Microsoft article: [Publish Office Add-ins using Centralized Deployment via the Office 365 admin center](https://docs.microsoft.com/en-us/office/dev/add-ins/publish/centralized-deployment).  
Note:  
You must be an Office365 administrator to deploy the ServiceNow add-in.

The ServiceNow add-in is only
supported for use with Outlook for Mac and Outlook for Windows (Requirement set
1.4).

You can add or remove fields directly on the Incident form for users with the itil
role by customizing the Outlook view form layout. For users that do not have the
itil role, you can configure a Service Catalog record producer
to use for creating new incidents.

## Procedure

1. Navigate to AllServiceNow Add-Ins for OfficeOffice Add-In Manifests.
2. Select New on the Office Manifests page.
3. On the form, fill in the fields.  
   {#deploy-outlook-add-in__table_bvj_h4y_13b__entry__2}

   | Field | Description |
   |-|-|
   | Add-in Name | A user-friendly name for the add-in. For example, if the add-in needs to be deployed only for administrators, you can choose to name it accordingly. |
   | Description | A short description of the add-in. For example, if the add-in is for a help desk, you can write a short description accordingly. |
   | Plugin ID | A unique identification string for the add-in you are deploying. You can change the plugin ID value to a new UUID to allow usage of multiple instances of the add-in. |
   | Version | Version of the plugin execution. |
   | Icon URL | HTTPS URL or relative URL for ServiceNow icon to be displayed in Microsoft Outlook. |
   | Active | Indicates that the add-in is active. |
   [Table 1. Deploy MS Outlook add-in form]

   {#deploy-outlook-add-in__table_bvj_h4y_13b}
4. Click Submit.  
   Note:  
   The Office Controls related list shows the menu and menu items associated with the add-in.
5. Click Download Manifest to download the add-in manifest file and follow the instructions in the Microsoft article for deployment. Microsoft article: [Publish Office Add-ins using Centralized Deployment via the Office 365 admin center](https://docs.microsoft.com/en-us/office/dev/add-ins/publish/centralized-deployment)page.
6. **Optional:** You can also customize the add-in by clicking Clone Manifest from the context menu.  
   This option clones the current manifest into a new record that allows customizing the labels, icons, menus, and menu items.
7. To customize the Incident form for users with the itil role, configure the Incident form layout directly.
   1. Select the Context menu icon (![Context menu icon.]()) on the form and select ViewOutlook.
   2. Select the Context menu icon (![Context menu icon.]()) on the form again and then select ConfigureForm Layout.
   3. Add or remove fields, as needed.
   {#deploy-outlook-add-in__substeps_fml_tfj_2gb}
8. To customize the Incident form for users that do not have the itil role, use a Service Catalog record producer to configure the Incident form.
   1. Navigate to Service CatalogRecord Producers.
   2. Right-click the record producer to use for creating new incidents and select Copy sys_id.
   3. Paste the copied sys_id into the Value field of the Provide sys_id of the record producer for create incident action from Outlook Add-In (sn_outlook_addin.create_incident_cat_item) system property.

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