Schedule meetings from Microsoft Outlook

The Lifesize Outlook Add-in lets users schedule, create and start Lifesize meetings – all from within Outlook – and provides a simple user experience with a native modal in the web and desktop applications.

 

Supported hosts for Lifesize Outlook Add-in:

  • Desktop: Outlook 2013 or later on Windows®​, Outlook 2016 or later on Mac®​ 
  • Web: Office 365®​, Outlook.com​​, Exchange 2013 on-premises and later versions​ 
  • Mobile: Outlook on iOS​​, Outlook on Android​

 

Installation

Install for your organization

To centrally deploy the Lifesize Outlook Add-in for all users in your organization, you must be a Microsoft 365 Admin and you can find the process here.

Deploy to on-premises Microsoft Exchange

Administrators of Microsoft Exchange 2013+ can follow a similar process to deploy the add-in, but will need to use the manifest URL, rather than searching for the add-in in Admin center or AppSource:

  1. Log in to the Exchange Admin Center (EAC) and select Organization > Add-ins.
  2. Select the add icon (+) and then Add from URL.
  3. Enter: https://outlook.lifesizecloud.com/outlook.xml
  4. Double-click the Lifesize add-in to edit it.
  5. Select Make this add-in available to users in your organization.
  6. Select either Optionally, enabled by default or Mandatory, always enabled.

 

Install for yourself

  1. Navigate to Office 365 web version (https://www.office.com/)
  2. Click the Outlook app. NOTE: Make sure that you have Try the New Outlook option disabled.
  3. Open an email.
  4. Click the More actions icon  in the top right corner.
  5. Select Get Add-ins from bottom of the list.
  6. Click All and search for Lifesize. 
  7. Click Add.

NOTE: You should remove the previous Lifesize VSTO plug-in, if you have it installed.


Accessing the Lifesize Outlook Add-in

Via Outlook WebIn an email message or calendar event, click the More actions icon  in the top right corner and scroll down to  Lifesize. ​ 

  • Recommendation/Best practice: Customize actions in your messages and calendar events in Outlook.com for easy access to the Lifesize add-in. You can add the Lifesize add-in button to your Message surface, toolbar in Message, and new events in Calendar. Refer to Microsoft documentation.

Via Outlook Desktop: In Mail view, in the top toolbar or from within an email message, click on the Lifesize dropdown. In Calendar view, you must open a calendar appointment or meeting to access the Lifesize dropdown. 

 

Using the Lifesize Outlook Add-in

Settings

Select your default settings for meeting invites generated from the Quick Invite button. 

  1. Click  Settings.
  2. Set your Default Quick Invite meeting location: Call Me Directly (recommended for one-on-one calls), New One Time Meeting, or Use Existing Meeting (recommended if you have existing permanent meetings or room systems. Start typing the name of the existing meeting and select it from your directory list). 
  3. Include a Custom Message (optional): Click the checkbox to Use Custom Message, and type your message text. 
  4. Click Save Changes

You can also Sign Out of the Lifesize app. 

 

Quick Invite

Generates a meeting invite based on your default settings selected above. 

  1. Click  Quick Invite, and a meeting invite is generated. 
  2. Your invite will open so you can set the date and time. 
  3. Click Invite and enter the email addresses for your meeting invitees. 
  4. Click Send

 

Schedule a Meeting

  1. Click schedule Schedule a Meeting
  2. Choose a place for participants to call: Call Me Directly (and add a Meeting Name) or Use Existing Meeting (start typing the name of the existing meeting and select it from your directory list).
  3. Click Schedule
  4. Your invite will open so you can set the date and time. 
  5. Click Invite and enter the email addresses for your meeting invitees. 
  6. Click Send

 

Known Microsoft Issues

 

Internet Explorer 11 automatic pop-up blocking 

Recommendation: Turn off pop-up blocker for Lifesize. Refer to Microsoft documentation.

 

Internet Explorer 11 and legacy Edge Outlook domain whitelisting 

Recommendation: Add domains to your browser’s trusted sites to ensure the Outlook domain that you are on and the Outlook add-in host are trusted. Refer to Microsoft documentation. The domains to be trusted are:  

  • http://outlook.office365.com 
  • http://outlook.office.com 
  • https://outlook-client.lifesizecloud.com