---
sourceDocument: Xanadu Customer Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/customer-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Configure the ServiceNow Add-in for Microsoft Outlook

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

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Configure user roles and download the office add-in manifest file in order to use the
ServiceNow Add-in for Microsoft Outlook.

## Before you begin

Role required: admin or both sn_customerservice.proxy_contact and
sn_customerservice.contact_manager roles.

## Procedure

1. Go to your ServiceNow instance.
2. Navigate to ServiceNow Add-Ins for OfficeOffice Add-In-Manifests.
3. Click ServiceNow for CSM.
4. Click Download Manifest to download the Microsoft Office add-in manifest file.
5. Provide the downloaded manifest.xml file to the account manager to enable the installation of the add-in.
{#config-servicenow-outlook__steps_ewn_dk3_mjb}
**Related tasks**   

* [Install the ServiceNow Add-in for Microsoft Outlook](https://servicenow-prod.fluidtopics.net/T7tTsn4pPUmyn52pxGO4ww "Installing the ServiceNow Add-in for Microsoft Outlook enables you to interact with the ServiceNow platform from within Microsoft Outlook.")

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