Mass deploy the Revenue Grid Email Sidebar for Microsoft 365 users

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This article provides step-by-step instructions for Microsoft 365 administrators to deploy the Revenue Grid Email Sidebar for Outlook across user mailboxes using Microsoft’s Centralized Deployment method.

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Prerequisites

Before you begin, ensure the following:

• Centralized Deployment works for your organization.
• You are a Microsoft 365 administrator.
• If you plan to use a custom manifest, request the latest version from Revenue Grid Support.

Note

The security and privacy of all activities described in this article are covered by the Revenue Grid privacy policy.

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Step 1. Create a Microsoft 365 group for Sidebar users

Create a Microsoft 365 group to identify and manage the users who will receive the Sidebar add-in.

1. Sign in to the Microsoft 365 admin center.

2. In the left-hand menu, expand Teams & groups, then select Active teams & groups.

   

3. Select Add a Microsoft 365 group.

   

4. On the Basics page, enter a name for the group and, optionally, a description. Select Next.

   

5. On the Owners page:

   1. Select Assign owners.

      

   2. Choose one or more people to manage the group and click Add.

   3. Select Next.

6. On the Members page:

   1. Select Add members.

      

   2. Select the users who should receive the Sidebar and click Add.

   3. Select Next.

7. On the Settings page:

   1. Enter a unique email address for the group.
   2. Choose the preferred privacy setting and whether to add Microsoft Teams.
   3. Select Next.

   

8. Review the group details and select Create group.

9. After the group is created, select Close.

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Step 2. Install the Revenue Grid Email Sidebar

You can install the Sidebar using one of two methods:

• From the Microsoft App Store (recommended for standard deployments)
• From a manifest file or URL (for custom enterprise deployments)

Select one of the tabs below to view instructions for your chosen installation method.

From the Microsoft App StoreFrom a manifest file or URL

1. Go to the Microsoft 365 admin center and navigate to Settings > Integrated apps. If you don’t see the Settings section, select Show all.

   

2. Select Get apps.

   

3. Search for Revenue Grid from Salesforce CRM, and select Get it now for the Outlook version.

   

4. In the confirmation dialog, review Revenue Grid’s terms of use and privacy policy, and select Get it now again.

   

5. On the Users page:

   1. Select Specific users/groups.
   2. In the field below, add the group you created in step 1.
   3. Select Next.

   

6. Review the app’s permissions and select Next.

7. Review the deployment settings and select Finish deployment.
8. After deployment completes, select Done.

Important

Before starting, request the manifest file or URL from Revenue Grid Support.

1. Go to the Microsoft 365 admin center and navigate to Settings > Integrated apps. If you don’t see the Settings section, select Show all.

   

2. Select Upload custom apps.

   

3. On the Upload custom apps page:

   1. Set App type to Office Add-in.
   2. Choose to upload the manifest via file or URL, based on what you received from Revenue Grid Support.
   3. Upload the manifesr file or insert the link.
   4. Select Next.

   

4. On the Users page:

   1. Select Specific users/groups.
   2. In the field below, add the group you created in step 1.
   3. Select Next.

   

5. Review the app’s permissions and select Next.

6. Review the deployment settings and select Finish deployment.
7. After deployment completes, select Done.

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Post-deployment notes

• The Sidebar will be available to assigned users within 72 hours.
• Microsoft will send you an email confirmation once the deployment is complete.
• Users may need to restart Outlook to see the add-in icon in their app ribbon.