Microsoft Outlook Plugin

Modified on Fri, 5 Sep at 8:49 AM


Overview

Start using Coresee's Microsoft Outlook integration, on Windows and macOS devices, to create rooms, organize your day-to-day, and schedule meetings.


Requirements 

  • To integrate the Coresee add-on into your Microsoft Outlook Calendar, please install from here.



Sign In from the Outlook Web App


Sign in to your Coresee account through the Microsoft Outlook Web App to manage your room settings and start inviting others to your meeting room!

  1. Starting from the Outlook Web App, create or open an event. 


  1. From the event window, click More Options


  1. Click the Coresee plugin, located on the event ribbon. 





  1. Select the Settings option.


 

The Coresee plugin panel will appear on the right-hand side of the event window. 


  1. When prompted, click the Sign In button. 




A Sign In window will appear.


  1. Enter your Coresee credentials as well as the Environment. (e.g. https://app.coresee.com or https://yourcompany.coresee.com)


Sign In from the Outlook Desktop App


  1. Starting in your Outlook calendar, create or open an event. 


An additional step may be required to open an event. For new events click More Options. Alternatively, click the Edit button, to open a previously created event. 




  1. Next, click the Coresee plugin, and select the Settings option.  


 NOTE: You may have to click the three dot menu to see the Coresee plugin.



  • The TODA Live plugin panel will appear on the right-hand side of your event window. 


  1. When prompted, click the Sign In button. A Sign In window will appear.
  1.  Enter your Coresee credentials.

Create a Coresee Room

Time to create a Coresee room and invite others to your event, right from your Outlook Web or Desktop App. 


  1. Starting in Outlook, create or open an event. 
  • An additional step may be required to open an event. For new events click More Options. Alternatively, click the Edit button, to open a previously created event.



  1. Next, navigate to and click the Coresee plugin, then select the Settings option to open the plugin panel. 



  1. From the panel, enable your preferred room settings, then click the Create Room button.


To update your meeting room details, simply return to your event, adjust your event details and head to the Coresee plugin panel, where you’ll find and click the Update button. 



Sign Out of Coresee


  1. Starting in your Outlook calendar, create or open an event. 
  • An additional step may be required to open an event. For new events click More Options. Alternatively, click the Edit button, to open a previously created event. 


  1. On the event ribbon, click the Coresee plugin


  1. From here, select the Sign Out option.



Need additional support?

Our support team is available to assist you with any questions or concerns you may have. Feel free to reach out by emailing us at help@coresee.com


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