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Deployment is an administrator task. Individual sideloading is available for testing.

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Requirements

Client and platform No mobile form factor is declared, so the add-in does not appear in Outlook mobile. Accounts and network
  • Each user needs a plastics.com account. They sign in from inside the pane.
  • Pricing, agent status, and RFQ conversion additionally require a merchant organization and a merchant role. See Feature availability.
  • The manifest declares application domains for your plastics.com workspace origin and for the identity endpoints used by the sign-in dialog: api.workos.com, login.microsoftonline.com, login.live.com, and accounts.google.com. Clients must be able to reach these.

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Install

1

Copy the manifest URL (plastics.com org admin)

In plastics.com, open Integrations, find the Outlook Add-in card, and choose Deploy. The dialog shows your manifest URL, which follows the pattern:
The Deploy action is limited to organization admins. The Integrations page itself is limited to merchant roles.Prefer the manifest URL over the downloaded file: Microsoft 365 polls the URL, so the add-in stays current without a re-upload. A Download option is available if your process requires a file.
2

Upload to the Microsoft 365 admin center (M365 tenant administrator)

Signed in as a Global Administrator or Exchange Administrator:
  1. Go to admin.microsoft.com.
  2. Open Settings, then Integrated apps, then Upload custom apps.
  3. Choose Office Add-in, and provide the manifest URL. Uploading the XML file is also supported.
3

Assign users (M365 tenant administrator)

Assign the add-in to specific users, to groups, or to the whole organization. Centralized deployment can take up to 24 hours to reach every user’s ribbon.
4

Open an email and sign in (end user)

In Outlook, open any message and click Ask Herman in the ribbon. The pane opens on the This email tab and prompts for sign-in. Sign-in happens in an Outlook dialog window, and the session persists across messages. The Settings menu in the pane header offers unit preferences and sign out.

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Sideloading for a single device (testing)

  1. Open Outlook on Mac or Windows.
  2. Go to Insert, then Get Add-ins, then My Add-ins.
  3. Choose the overflow menu, then Add a Custom Add-in, then Add from file.
  4. Select the downloaded manifest XML and confirm.
  5. Open any email and click Ask Herman in the ribbon.

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Updates

The add-in ID is stable across releases, so updating the manifest never requires users to reinstall. If you deployed by URL, Microsoft 365 picks up changes on its own polling schedule. If you uploaded a file, re-upload it to take a new version.
Before rolling out widely, your IT reviewer will want Security and data, which covers the mailbox permission, what leaves the mailbox, and where it is processed.