Integrate Customer Service Management with Microsoft Outlook

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura
  • 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.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    Nota:
    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.

    Procedimento

    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.