Best practice when using add-ins in Outlook

This article will explain the recommended methods for using the AskCody Workplace, Meeting+ and Welcome+ add-ins in Outlook 2010, 2013, 2016, 2019 and Outlook on the web. 

To learn how to install Outlook add-ins, click here

 

Outlook 2010 client

Note: The Outlook 2010 client only supports the use of VSTO add-ins which needs to be locally installed on the computer in order for the user to use them in the Outlook 2010 client. For VSTO add-ins the procedure is the same when using the add-ins on behalf of someone else (delegated access). 

Below are step-by-step instructions on how to use the AskCody VSTO add-ins:

 

How to find and book a resource using the Workplace Add-in

1. Create a new meeting in your calendar → 2. Click the Add-ins tab at the top of the meeting invitation window → 3. Click the Workplace icon → 4. Select the search criteria (location, purposes, equipment and services, capacity) → 5. Click Find → 6. Click the room (resource) you would like to book and click Add 

When you have finished creating the meeting invitation remember to click Send!

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How to order items using Meeting+ 

1. Create a new meeting in your calendar → 2. Send the meeting invitation with a meeting room in the attendee list → 3. Open the meeting invitation again →  4. Click the Add-ins tab at the top of the meeting invitation window → 5. Click the Meeting+ icon → 6. Create the order → 7. Click Place Order8. Close the meeting invitation windows (if you have made changes to the meeting invitation, remember to click Send update)

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How to register expected visitors using Welcome+ 

1. Create a new meeting in your calendar → 2. Send the meeting invitation with a meeting room in the attendee list → 3. Open the meeting invitation again →  4. Click the Add-ins tab at the top of the meeting invitation window → 5. Click the Welcome+ icon → 6. Add your meeting attendees to the Guest list7. Click Send Guestlist to Reception8. Close the meeting invitation windows (if you have made changes to the meeting invitation, remember to click Send update)

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Outlook 2013/2016 client

Note: The Outlook 2013/2016 client supports the use of both modern add-ins and VSTO add-ins (installed locally). When using the AskCody add-ins on behalf of others (delegated access), you must use the VSTO add-ins, as the Outlook client 2013/2016 does not support the use of modern add-ins when using delegated access. 

To learn how to use the AskCody add-ins in delegated access, please see the step-by-step instructions for VSTO add-ins above in the Outlook 2010 section.

Below are step-by-step instructions on how to use the AskCody modern add-ins:

 

How to find and book a resource using Workplace add-in

1. Create a new meeting in your calendar → 2.  Click the Workplace icon in the Outlook ribbon → 3. Select the search criteria (location, purposes, equipment and services, capacity) → 4. Click Find → 5. Click the room (resource) you would like to book and click Add 

When you have finished creating the meeting invitation remember to click Send!

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How to order items using Meeting+ 

1. Create a new meeting in your calendar → 2. Send the meeting invitation with a meeting room in the attendee list → 3. Open the meeting invitation again →  4. Click the Meeting+ icon in the Outlook ribbon → 5. Create the order → 6. Click Place Order7. Close the meeting invitation windows (if you have made changes to the meeting invitation, remember to click Send update)

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How to register expected visitors using Welcome+ 

1. Create a new meeting in your calendar → 2. Send the meeting invitation with a meeting room in the attendee list → 3. Open the meeting invitation again →  4. Click the Welcome+ icon in the Outlook ribbon → 5Add your meeting attendees to the Guest list6. Click Send Guestlist to Reception7. Close the meeting invitation windows (if you have made changes to the meeting invitation, remember to click Send update)

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Outlook Web Application (OWA)

Note: The Outlook Web Application (OWA) only supports the use of modern add-ins.

For modern add-ins in the OWA, the procedure is the same when using the add-ins on behalf of someone else (delegated access). 

Below are step-by-step instructions on how to use the AskCody modern add-ins in the OWA:

 

How to find and book a resource using the Workplace Add-in

1. Create a new meeting in your calendar → 2.  Click the Workplace icon in the Outlook ribbon → 3. Select the search criteria (location, purposes, equipment and services, capacity) → 4. Click Find → 5. Click the room (resource) you would like to book and click Add 

When you have finished creating the meeting invitation remember to click Send!

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How to order items using Meeting+ 

1. Create a new meeting in your calendar → 2. Send the meeting invitation with a meeting room in the attendee list → 3. Open the meeting invitation again →  4. Click the Meeting+ icon in the Outlook ribbon → 5. Create the order → 6. Click Place Order7. Close the meeting invitation windows (if you have made changes to the meeting invitation, remember to click Send)

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How to register expected visitors using Welcome+ 

1. Create a new meeting in your calendar → 2. Send the meeting invitation with a meeting room in the attendee list → 3. Open the meeting invitation again →  4. Click the Welcome+ icon in the Outlook ribbon → 5Add your meeting attendees to the Guest list6. Click Send Guestlist to Reception7. Close the meeting invitation windows (if you have made changes to the meeting invitation, remember to click Send)

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