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Outlook integration supports: Calendar Sync, Presence, User pictures, Click2call, IM, Call popup, Caller name lookup, live search in Outlook contacts, URL to create / edit contact during an incoming call.

Updated: January 2023

Permalink: https://wildix.atlassian.net/wiki/x/IBjOAQ

Features

Calendar Sync
Presence and user pictures
Click2call and IM
Call popup
Caller name lookup and live search in Outlook contacts
URL to create / edit a contact during an incoming call

Additionally: Outlook contacts Import (Download the application for your Windows system type from Google Drive: LINK).

Requirements

Wildix Collaboration
Windows 7, 8.1, 10 (64-bit)
MS Office 2007 or higher
User License: UC-BUSINESS per each user

For Calendar Sync:

Min. Outlook version: 2013

Note: Starting from WMS 5.03, it is possibly to sync calendars and update users statuses automatically, without Outlook. Consult the Guide Microsoft 365 Integration Guide for details.

Windows 7:

Enable .NET Framework 3.5 (Control Panel -> Programs -> Windows Components) and make sure that .NET Framework 4.7 is installed

(on Windows 10 .NET Framework 3.5 is automatically enabled during the installation)

Make sure that Wildix Outlook Integration is active in Outlook Options -> Add-ins. To add Wildix to Add-Ins:

Go to File -> Options:

Documentation > Outlook integration for Microsoft Windows > Outlook intergration - add Wildix.png

Go to Add-Ins and select Wildix Outlook Integration -> click Ok to save the changes:

For other features:

Min. Outlook version: 2016
Office Pro Plus 2016 or Office Standard 2016 + Skype for Business (make sure Skype is not running, since Microsoft accepts only one source for presence)

Current limitation: Android Collaboration App vs Outlook Calendar

It is not recommended to enable option “User status when talking on mobile” on Android Collaboration App (Advanced Settings) in case of using Outlook Calendar Integration: after completing a mobile call, user status might not be able to go back to its previous state due to the Outlook Calendar sync, and might remain incorrect.

Installation

Install WIService

Outlook integration is part of the WIService starting from WIService v. 3.5.1. So, to enable Outlook integration, WIService should be installed:

Go Collaboration Settings -> Extensions -> install Integration service:

Documentation > Outlook integration for Microsoft Windows > Outlook Integration-Install.png

For detailed instructions on how to install WIService, check this guide: What is WIService: Installation.

Activate Outlook Integration

Once WIService is installed, you need to activate Outlook integration in WIService settings:

Note: Starting from WIService v. 3.7.10 admin rights are required to activate Outlook Integration. When activated, Outlook Integration is enabled for all users of the Windows PC.

Go to Quick Launch Toolbar -> right-click on Wildix Integration Service icon -> select Settings
Activate the option Enable Outlook Integration (admin rights required):

Documentation > Outlook integration for Microsoft Windows > enable-outlook-integration.jpg

After the activation, Wildix Outlook Integration is available in Outlook Calendar:
- click Settings to choose calendars to be synced with Collaboration
- click About to check the integration version and open logs if needed

Watch Wildix Products Video Tutorials, Outlook Integration.

Enable Outlook calendar sync

Go to Collaboration Settings -> Outlook (the tab appears after the integration is installed) and click the toggle switch Enable calendar sync:

Note: The calendar sync can take up to 10 minutes after you enable it.

Important: Starting from WMS 5.04.20211228.2, in case Microsoft365 integration is enabled in WMS -> Settings -> PBX -> Integrations, Microsoft365 integration has higher priority, Collaboration syncs with Outlook Cloud, and the Outlook tab is replaced with Microsoft365 in Collaboration Settings.

Documentation: Microsoft 365 Integration Guide

The following features are supported:

Sync of your presence status in Collaboration with Outlook calendar event status
Sync of upcoming events from Outlook calendar
Outlook calendar working hours sync with Collaboration

Click the Calendar icon to see the upcoming events from your Outlook calendar:

Documentation > Outlook integration for Microsoft Windows > Outlook Integration - calendar.png

Status mapping: allows you to set the corresponding Wildix Collaboration status for each Outlook calendar status; additionally you can enable / disable the status message
Publish working hours: enables sync of working hours from Outlook calendar with Wildix Collaboration; additionally you can select the Wildix Collaboration status displayed when you are out of office and enter the status message
Hide status message of private events: enable if you don’t want status message of private events to be displayed as your status message of Wildix Collaboration
Popup: allows you to open Outlook upon receiving or placing a call:
- On-click (Incoming/ Outgoing call): click the link to open the app
- Ringing (Incoming call): the app opens upon receiving a call (when call is in “ringing” state)
- Call generation (Outgoing call): the app opens upon placing a call (when call is in “ringing” state)
- Answer (Incoming/ Outgoing call): the app opens right after a call is answered

Create Wildix Conference via Outlook

Note: The support starts from WMS 6 Beta v. 6.02.20230117.1 and WIService v. 3.12.

Current limitation: In case you have a MS Teams meeting add-in, it is recommended to disable the setting "Add online meeting to all meetings” in Files -> Options -> Calendar -> Add meeting provider:

Documentation > Outlook integration for Microsoft Windows > disable-add-online-meeting-to-all-meetings.png

1. Click on the button New Wildix Conference on the Calendar tab:

Documentation > Outlook integration for Microsoft Windows > outlook-integration-create-wildix-conference.png

2. The screen of the new meeting shows up, which already includes link to the conference as well as dial-in numbers:

Documentation > Outlook integration for Microsoft Windows > outlook-integration-new-meeting-wildix-conference.png Enter details of the meeting:

Title
Meeting participants
Start and end time

Location of the meeting is automatically set to Wildix Collaboration.

Documentation > Outlook integration for Microsoft Windows > outlook-integration-creating-wildix-conference.png 3. The conference is created both in Outlook and in Collaboration:

Documentation > Outlook integration for Microsoft Windows > wildix-conference-created-via-outlook-integration-displayed-in-collaboration.png

The email invitation with the Conference details is sent to invited users:

Documentation > Outlook integration for Microsoft Windows > wildix-conference-via-outlook-integration-email-invitation.jpg

When you create a new Meeting in Outlook (via New Appointment/ New Meeting buttons), you can also turn it into Wildix Conference - just click Wildix Conference button at the top:

Documentation > Outlook integration for Microsoft Windows > add-wildix-conference-to-outlook-meeting.png

Location gets automatically set to Wildix Collaboration and the conference link and dial-in numbers are added below:

Documentation > Outlook integration for Microsoft Windows > new-meeting-in-outlook-integration-wildix-conference-added.png