Mobile setup
The iMIS Outlook Integration can be accessed from the Outlook mobile application after the integration has been installed and configured in your environment.
Mobile access allows users to review email messages and capture communications in iMIS while working from a mobile device. However, functionality on mobile devices is more limited than on desktop or web versions of Outlook.
WarningInitial setup and configuration are typically completed using Outlook on the web or desktop before using the mobile app. See Installing the iMIS Outlook Integration.
Review the following before you begin:
- The iMIS Outlook Integration add-in must already be installed and configured
- Users must have access to the iMIS Outlook Integration in their Outlook environment
- Required permissions and authentication must already be configured
Getting started
The Outlook Integration is available through the Microsoft Outlook mobile application:
To get started, download one of the above apps, then log into the app.
Desktop vs mobile functionality
Due to limitations of the Outlook mobile platform, not all features available on desktop are supported on mobile devices.
| Feature | Desktop | Mobile |
|---|---|---|
| Save incoming email | Yes | Yes |
| Save outgoing email while composing | Yes | No |
| Save sent email after sending | Yes | Yes |
| Access add-in while reading email | Yes | Yes |
| Full configuration options | Yes | No |
Troubleshooting mobile issues
| Issue | Potential solutions |
|---|---|
| Add-in not appearing | - Confirm the add-in has been installed and deployed - Verify the user has access to the integration - Ensure the user is signed into the correct Outlook account |
| Authentication issues | - Confirm the user has valid credentials - Verify required permissions and roles are assigned - Ensure the integration has been configured correctly |
| Emails not saving to iMIS | - Confirm the feature is supported on mobile - Verify activity types and configuration settings - Ensure required fields and mappings are configured |
Updated 25 days ago