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Overview

The 8x8 Work for Office 365 meetings add-in for Microsoft Outlook 365 is an integration that gives you the ability to create meetings directly from your Microsoft Outlook 365 (online version) calendar's New Event.
Note: The add-in discussed in this article works only with the web-based Microsoft Office 365 application. Users who prefer Microsoft Outlook for Windows may download and install the 8x8 Work for Outlook integration, instead. Both applications can be installed and used without issue, even if you work between both types of Outlook.

Features

  • Create single instance meetings or recurring events
  • Available for use on macOS

Q & A

What's the difference between the Office 365 and the Microsoft Outlook add-ins?

  • 8x8 Work for Office 365: This add-in is designed for the web browser version of Microsoft Outlook.
  • 8x8 Work for Outlook: This add-in is designed for the Microsoft Outlook application installed on a Microsoft Windows-based PC.

How do I install the 8x8 Work for Office 365 meetings add-in?

Please see the following article for installation instructions:

Do I need to install both types of Outlook add-ins?

You would only need to install both add-ins if you plan to use both Microsoft Outlook for Windows and Microsoft Outlook 365 (online).
  • The 8x8 Work for Office 365 meetings add-in functions only in Outlook 365 (online).
  • The 8x8 Work for Outlook is designed for users of Windows-installed Outlook, who may not have Office 365 (online) or a Microsoft Exchange-based email service. It can be downloaded from  Download 8x8 Work for Outlook  .

Would I be able to edit all meetings in both types of Outlook?

Yes. As long as you are logged into the same 8x8 user profile in both the Windows and web versions of Outlook, you can view, add, change, and delete the same meetings in either one. All changes made in one will be reproduced in the other, because you are using the same calendar.

Objective

The 8x8 Work for Office 365 meetings add-in gives standalone users the ability to create and share meetings directly in Microsoft Outlook 365 (cloud).
This guide will show users of a how to quickly install the add-in. This guide is intended specifically for users of Microsoft 365 accounts which are not managed by a Microsoft 365 service administrator. If your Microsoft Office applications are centrally managed by your IT service or other administrator, see 8x8 Work for Office 365: Meetings Add-In Installation Instructions for Users and Administrators .

Applies To

  • 8x8 Work for Office 365
  • Microsoft 365
  • Standalone Microsoft Outlook 365 (Cloud) accounts

Install the 8x8 Work for Office 365 Add-In

  1. First, log in to Outlook at https://outlook.live.com.
  2. Navigate to your Outlook Calendar by clicking on the Calendar icon at the bottom-left of the screen
  3. In Calendar, click New event at the top-left, or double-click on a day of your choosing
  4. In the New event action ribbon at the top, click on the More actions ellipsis and select Get Add-ins.
    clipboard_e107f525112631abb490d63c833266ec1.png
  5. In Add-Ins for Outlook, search for 8x8 and click on 8x8 Work for Office 365. Note: The 8x8 Work for Office 365 add-in can also be found in the Microsoft AppSource market
  6. In 8x8 Work for Office 365, click Add
  7. You should receive confirmation that the add-in is installed. Note: The 8x8 add-in is automatically pinned to the New event ribbon. You can change this by clicking Unpin add-in, which forces the 8x8 add-in to be stored in the More actions menu, instead.
  8. Click on the X to close the confirmation window.

Using the 8x8 Work for Office 365 Add-In

  1. Log in to Outlook at https://outlook.live.com.
  2. Navigate to your Outlook Calendar by clicking on the Calendar icon at the bottom-left of the screen.
  3. In Calendar, click New event at the top-left, or double-click on a day of your choosing.
  4. Click on the 8x8 Work icon to display the 8x8 login prompt.
  5. Click Login with 8x8 and supply your 8x8 user credentials (ID and password). Note: A new web browser tab will open requesting your 8x8 user ID and password. That tab will disappear once your 8x8 credentials have been validated
  6. Once you're logged in, you can click Add 8x8 Meeting to insert new 8x8 meeting information into your new calendar event (see the screenshot at the top of this page).
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  7. You can then add attendees to your new 8x8 meeting and send it to them.
  8. Finally, you can join your meeting at any time by opening the calendar item and clicking Join 8x8 Meeting.
    clipboard_e5d2a28f6f9515f28d902dba994a22cdb.png

Objective

The 8x8 Work for Office 365 meetings add-in gives users the ability to create and share meetings directly in Microsoft Outlook 365 (online).
This guide will show:
Note to end users: This guide is specifically intended for users of Microsoft 365 accounts which are centrally managed by a Microsoft 365 service administrator. In this case, a Microsoft 365 administrator must deploy the 8x8 Work for Office 365 meetings add-in for their end users to see or install it.
If your Microsoft Office applications are not centrally managed by your IT service or other administrator, see 8x8 Work for Office 365: Meetings Add-In Installation for Standalone Outlook Users .
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Applies To

Installation

For Users

If the add-in was automatically deployed to users by a Microsoft 365 administrator, the 8x8 Work icon
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 will already appear in the top ribbon of a New event in the Outlook Calendar.
If the 8x8 Work icon does not appear in the calendar New event ribbon, click on the More actions ellipsis 
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 in the ribbon to see if the add-in is displayed there. If you don't see it, then the add-in will need to be installed.
If you don't see the 8x8 Work icon
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 in the Calendar > New event action ribbon or in the More actions menu (
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), and it cannot be installed from the Add-Ins for Outlook marketplace, please contact your IT department or Microsoft 365 administrator to have the add-in deployed.
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User Install of the Add-In

If an administrator has made the add-in Available for users, rather than forcing it to install automatically, then users must install the add-in themselves.

For Administrators: Deployment

For managed Microsoft 365 accounts, this add-in must be deployed to users by a Microsoft 365 account administrator.
  • 8x8 Work for Office 365
  • Microsoft 365
  • Microsoft Outlook 365 (Online version)
  • Microsoft accounts that are centrally managed by a Microsoft 365 administrator
  1. Log in to Outlook 365 at https://outlook.office365.com.
  2. In Calendar, click New event.
  3. Click on the More actions ellipsis 
    clipboard_ea16c5c6d6fa33258aeefa3f0ccdfa94c.png
     in the New event ribbon and select Get Add-ins.
    clipboard_ec100fd127babefb30a220df6424a7b20.png
  4. In Add-Ins for Outlook, search for 8x8 and click on 8x8 Work for Office 365.
    clipboard_ec01315f3e9e8e46ca80f03c23d8bd82c.png
  5. In 8x8 Work for Office 365, click Add.
    clipboard_ea34626610cc2d8f6661ac4c7879350ae.png
  6. You should receive confirmation that the add-in is installed. Click on the X to close the confirmation window.
    • The 8x8 add-in is automatically pinned to the New event ribbon. You can change this by clicking Unpin add-in, which forces the 8x8 add-in to be stored in the More actions menu (
      clipboard_ea16c5c6d6fa33258aeefa3f0ccdfa94c.png
      ), instead.
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  7. Click on the 8x8 Work icon
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     to display the 8x8 login prompt.
  8. Click Login with 8x8 and supply your 8x8 user credentials (ID and password).
    clipboard_ee87d8734a84bb982c37ffa75545427ac.png
  9. Finally, once you're logged in, you can click Add 8x8 Meeting to insert new 8x8 meeting information into your new calendar event (see the screenshot at the top of this page). You can then add users to your new event and send it to them.
    clipboard_e149cf0d85adb7e9156a5ba27364ca872.png
  10. Log into the Microsoft 365 admin center at https://admin.microsoft.com.
  11. In the Microsoft 365 admin center, navigate to Settings > Add-Ins.
  12. Click Deploy Add-In, then click Next.
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  13. Click Choose from the Store.
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  14. In Select add-in, search for 8x8.
  15. Click Add for 8x8 Work for Office 365, and then click Continue at the prompt.
    clipboard_efa6e2b3725c2bfa1b60c04ec8391da2a.png
  16. In Configure add-in > Assign Users, choose your preferred option for granting users access to the 8x8 Work add-in.
  17. In Deployment Method, select your preferred option to deploy the application to Assigned Users.
    • If either the Fixed or Optional options are selected, users will automatically have access to the 8x8 Work add-in.
    • If the Available option is selected, users must install the 8x8 Work add-in, themselves.
  18. When you're ready, click Deploy.
  19. Click Next and then Close.
    clipboard_ef936d6e1f21a2d962fedd41ccbdafc5f.png

    Note: According to Microsoft, it can take up to 12 hours before the assigned users will be able to see and access the newly deployed add-in.
    clipboard_e95b92347acc0e26f43910483782db9ae.png

    The 8x8 Work for Office 365 add-in should now appear in the admin center's Settings > Add-Ins list. Users should now either see the new add-in, or can install it themselves using the Get Add-Ins option in the Outlook New Event ribbon.
    clipboard_e51fa6b0614b8c1a1315d1b81848ee03a.png
  20. Finally, be sure to let your users know that the add-in is now available to them, as appropriate.
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Overview

The 8x8 Work for Microsoft Outlook integration allows you to schedule 8x8 meetings in your Outlook client for Windows.
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What's New?

  • Fixed an issue where the message, "This implementation is not part of the Windows Platform FIPS" displays when the FIPS algorithm policy is enabled on a Windows machine.

Requirements & Limitations

8x8 Work integration for Outlook requires:
  • Microsoft Windows 7 or newer
  • Outlook 2007 for PC or newer
  • Microsoft .NET Framework 4.0
  • 8x8 Meet or 8x8 Work for Desktop
  • Requires login to an 8x8 Work extension
  • 8x8 Work for Desktop does not sync both ways with Outlook. For example, if you organize an 8x8 meeting in Outlook, it syncs with 8x8 Work for Desktop, but you are not allowed to modify that same meeting in 8x8 Work for Desktop; the Outlook calendar will not be in sync.
Tip: The application available on this page is for use on Windows devices only. macOS users with Microsoft Office 365 can use the 8x8 Work for Office 365: Meetings Add-in for Outlook 365.

Documentation

Downloads

Last updated: 5/20/2024
Version: 6.0.9
By clicking to download above, you acknowledge and accept the 8x8 Terms of Use and (where applicable) the 8x8 Beta Services Terms of Use.

Description

The 8x8 Work for Outlook Click to Call plugin allows you to click phone numbers in Microsoft Outlook to call your contacts using 8x8 Work for Desktop. To do this, it adds the option to Call with 8x8 on your email recipients and contacts.

Download

To install: Download the .zip file, extract it to a folder, and double-click to run the .msi installation file.

Additional Information

For instructions on using the plugin, see   8x8 Work for Outlook: How to use the Click to Call Plugin.

Overview

Microsoft Teams is a unified communication and collaboration platform that combines phone service, workplace chat, video meetings, file storage, and application integration.
8x8 Voice for Microsoft Teams is a cloud-based PBX-to-PBX integration with Microsoft Phone System, which creates a seamless, behind-the-scenes integration of 8x8 Work phone service into Microsoft Teams.
In essence, the Voice for Teams service provides enterprise-grade telephony and global PSTN connectivity to customers who want to retain Microsoft Teams as their sole collaboration interface.
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Teams user logged in to the 8x8 Voice for Microsoft Teams App:
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Applies To

  • Microsoft Teams
  • Microsoft 365
  • 8x8 Voice for Teams
  • X Series (including Metered and Pro migration licenses)
  • 8x8 Work
  • 8x8 Admin Console
  • Contact Center

How It Works

The 8x8 telephony service essentially replaces existing or potential voice service offered by Microsoft Teams.
When the setup is completed, Microsoft Teams devices are registered as SIP devices, just like a desk phone. The required phone extension and user information is synchronized from 8x8 to the Microsoft Teams environment, and the user's 8x8 phone number will appear in Teams devices.
So when a Teams user makes or receives phone calls using a Teams client or device, the calls are transparently handled by the 8x8 phone service. The end user will probably not even be aware that they are using 8x8 unless they're told about it.
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Supported Devices

8x8 desk phones are not required, but are supported. Customer 8x8 PBXs handle 8x8 desk phones directly, rather than through the Microsoft Teams infrastructure.
All other devices and clients typically supported by Microsoft Teams are also supported by 8x8 Voice for Teams. So in the event of service issues with Microsoft 365 services or Teams specifically, any assigned 8x8 desk phone would still continue to work.
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Obtaining 8x8 Voice for Microsoft Teams Service

Requests for the 8x8 Voice for Microsoft Teams service must be directed to 8x8 Sales representatives or Partners.

8x8 Contact Center for Microsoft Teams

8x8 Contact Center is solution certified for Microsoft Teams. To configure 8x8 Contact Center for Microsoft Teams, agents must have an applicable X Series license for Contact Center in addition to 8x8 licenses required for Voice for Teams.
Once the required licenses are assigned, the agent will then need to ensure that their Workplace Number in Agent Workspace matches their 8x8 Voice for Microsoft Teams number.

Important Notes

  • Only 8x8 X Series (including Metered and Pro migration licenses) are supported.
  • 8x8 Contact Center
    • Contact Center is supported, but requires use of the AGUI. The Microsoft Teams dialpad will display call activity of the associated 8x8 Work extension.
    • Auto Answer:
      • Persistent: Auto Answer is supported (since call on Teams is already answered). Be aware that Persistent mode will make the user look busy in Teams for the duration of Contact Center login.
      • Non Persistent: Teams Auto Answer is not supported.
    • Contact Center Directory will show 8x8 hookstate for Teams users (will not reflect internal teams status).
    • Contact Center Chat to Teams Chat is not supported.
  • 8x8 Work for Desktop is generally not recommended for simultaneous use with Microsoft Teams. However, it can be enabled by a service administrator, such as in the event of Microsoft service issues.
  • Microsoft's Phone System License is required per user for the Teams dial pad to be visible. There are various sets of Microsoft licensing (per user) which can be applied to use 8x8 Voice for Microsoft Teams:
    • EITHER: Microsoft 365 E5 License (Microsoft Phone System license included).
    • OR: Microsoft 365 Business Basic, Standard, or Premium, and Teams Phone Standard (which includes Microsoft Phone System).
    • OR: Microsoft 365 E1, E3, or A1/G1, A3/G3 license and Teams Phone Standard (which includes Microsoft Phone System).
  • Microsoft Teams Voicemail: It's recommended that Microsoft's implementation of voicemail in Teams be disabled, especially when agents are assigned to 8x8 Work ring groups and call queues. In this case, to avoid calls routing to voicemail instead of an available agent, Call Waiting should also not be disabled at the user extension level.
  • Microsoft Azure is supported as an Identity Provider in the 8x8 Admin Console. Azure SCIM / sync is also supported with an Azure AD App Gallery application for 8x8. This means that Microsoft 365 administrators can push new user creation from Azure AD to the 8x8 Admin Console, which can then be synced to Teams via the 8x8 Voice for Teams Admin Portal.
  • Initial sync of new Voice for Teams users can take up to seventy-two hours for Microsoft to complete, due to general service impact experienced by Microsoft 365 services—this is not an issue on the 8x8 side. The Microsoft Teams dial pad will appear for users only after sync has been completed. Note that this applies to ALL sync activity between 8x8 and Microsoft Teams, so any subsequent change made to a user in 8x8 Admin Console will require time to sync to Teams.
  • Microsoft does not support Islands Mode for Direct Routing (such as 8x8 Voice for Microsoft Teams), so if your Microsoft Teams tenant is currently in Islands Mode, it must be migrated to Teams Only mode to work with the 8x8 service. See the following article for details:  Voice for Teams: Teams Migration from Islands Mode to Teams Only Mode. 

Additional Information


Objective

This guide will show you the basic features and use of the 8x8 Work for Outlook Click to Call Plugin.
Note:
  • This plugin is for users of the Windows-installed PC version of Outlook. It will not work with cloud versions of Outlook.
  • This plugin requires that the user install and be logged into 8x8 Work for Desktop.
  • Text-formatted emails are not supported. HTML-based email is required.

Applies To

  • Microsoft Outlook for Windows
  • 8x8 Work for Outlook Click to Call Plugin
  • 8x8 Work for Desktop

Procedure

There are three basic ways to initiate a call from Microsoft Outlook using this plugin.
Once you click to make your call using any of these methods, 8x8 Work for Desktop will respond according the settings you've applied to it.

Click on a phone number in an email

  • Calls can be initiated by clicking on phone numbers in an opened email, or from the Outlook reading pane.
Outlook_ClickToCall_Email.jpg

Call from the sender context menu in email

  • Right-click on the email sender's name to open the context menu, and select Call with 8x8.
  • This requires that the sender already be listed in your Contacts, and that a phone number is assigned in that contact.
Outlook_ClickToCall_Sender_Context.jpg

Call from the context menu in People (Contacts)

  • In Outlook People, right-click on a contact name to open the context menu, and select Call with 8x8.
  • Note that phone numbers to the right of the contact list are not clickable.
Outlook_ClickToCall_Contact.jpg

Download the Plugin


Microsoft Outlook

Microsoft has two primary versions of Outlook. 8x8 has integrated ease-of-use features into both types of Outlook.

Microsoft Outlook for Windows

8x8 offers two add-ins for Microsoft Outlook for Windows. These are installed directly onto your Windows PC, and operate only in the PC-installed version of Microsoft Outlook.

8x8 Work for Microsoft Outlook (Meetings add-in)

This add-in for Microsoft Outlook allows you to add 8x8 meeting information to your new Outlook meeting request.
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When you add an 8x8 meeting to your Outlook meeting request, the sender and recipients can join the meeting by clicking on the 8x8 ribbon icon, or by clicking on Join the meeting. You can also call into the meeting by phone.
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8x8 Work for Outlook Click to Call Add-in

The Click to Call add-in for Microsoft Outlook allows you to click on specific items in Outlook to initiate phone calls through the 8x8 Work for Desktop app. You can:
  • Click on a phone number in an email
  • Call from the sender context menu in email
  • Call from the context menu in People (Contacts)

More Information

Microsoft Outlook 365

This is an 8x8 Meetings integration designed to operate in Microsoft Outlook 365 (cloud). It must be provisioned in Office 365 by a Microsoft 365 administrator.
Please see:
Example: Calendar item for Outlook 365
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Objective

If you are migrating your Microsoft Teams service from Islands mode to Teams Only mode, follow the procedure below to address the 8x8 domains assigned to your 8x8 Voice for Microsoft Teams service.
  • Islands Mode in Microsoft services is a method of isolating Skype for Business communication from Microsoft Teams communication, so that users can effectively use or test both services.
Microsoft no longer supports Islands mode for Teams Direct Routing (such as 8x8 Voice for Microsoft Teams).
So it is not possible to migrate to Teams Only mode with the Direct Routing service domains activated. Microsoft will test currently applied domains, and will fail the migration process if the Direct Routing domains are present.
Note that 8x8 does not provide support for the Teams Only migration process within Microsoft 365.
The procedure in this article covers only the steps required regarding the 8x8 Voice for Microsoft Teams (Direct Routing) service domains.
See the following Microsoft articles for reference:
Important: The process below is service-affecting and will result in the inability to make and receive calls while the move is taking place.
Due to the unpredictable nature of Microsoft's activation, this process may take time, so is best performed during off-peak time where a change-window of several hours is available.

Applies To

  • 8x8 Voice for Microsoft Teams
  • Microsoft Teams
  • Islands Mode > Teams Only Migration

Procedure

To complete this task, you must follow the process below, in this order:
  1. Disable the 8x8 Voice for Teams sync process
  2. Delete your 8x8 domains from the Microsoft 365 Admin center
  3. Perform your Teams Only migration from Islands mode
  4. Re-enable 8x8 Voice for Teams Sync

Disable the 8x8 Voice for Teams sync process

  1. Log into the 8x8 Voice for Teams admin portal.
  2. Navigate to Services > Teams.
  3. Click Disable Sync.

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  4. Click OK to confirm.

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You should receive a confirmation banner stating that sync has been disabled, and the Disable Sync button should change to Enable Sync.
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Delete your 8x8 domains from the Microsoft 365 Admin center

In the Microsoft 365 Admin center, delete all 8x8 domains associated with the 8x8 Voice for Teams service:
  1. Log into the Microsoft 365 admin center.
  2. Navigate to Settings > Domains.
  3. Individually select each msteams.8x8.com domain, click Remove domain, and confirm the deletion.

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Perform your Teams Only migration from Islands mode

Re-enable 8x8 Voice for Teams Sync

Important: You must have a Microsoft user license available for domain re-activation!
If at least one user license is not available when you re-activate sync from the 8x8 Voice for Teams admin portal, sync will fail and you'll receive an error message in the sync log.
  • Office 365 Domain Activation for Voice
    Unable to activate domains for voice on Office 365 because no spare licences were found. A spare licence is required for automated activation. Sync again once there is a spare licence available.
  1. Return to the 8x8 Voice for Teams admin portal.
  2. Navigate to Services > Teams.
  3. Click Enable Sync. Supply your Microsoft admin credentials if requested.

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  4. Once the 8x8 admin portal sync is completed, return to Microsoft 365 admin center in Settings > Domains and verify that the 8x8 Voice for Microsoft Teams domains have been re-added.
    • Note that the 8x8 domains will be marked with a Status of Incomplete setup. This is normal, and has no impact on the operation of the service.
As stated above, remember that due to the unpredictable nature of Microsoft's activation, it can take significant time (1 to 72 hours) for inbound and outbound calling functionality to return to normal.
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