Article last updated on the 18th of March, 2026.
Contents
1. Introduction
This article explains how to make WorkPoint Express 365 available to users in your organization. Before you continue to the deployment steps, please review the information below regarding supported host applications and the authentication requirements for the WorkPoint Express 365 Office Add‑In.
WorkPoint Express 365 is supported in the following Host Applications
| Host Application | WorkPoint Express 365 |
|---|---|
| Outlook 2013 / 2016 / 2019 or later on Windows |
Y |
| Outlook 2013 / 2016 / 2019 or later on Mac |
Y |
| Outlook on the web |
Y |
| Outlook on Windows (Microsoft 365 / "New Outlook") |
Y |
| Outlook on Mac (Microsoft 365 / "New Outlook") |
Y |
| Outlook on iOS & Android |
Y (1.1.0 release onwards) |
Unlike WorkPoint Express Classic, which was installed directly on your computer and worked with any mailbox in Outlook, WorkPoint Express 365 uses a modern add-in approach. This means it is activated individually for each user profile within the Outlook application.
For users with multiple mailboxes (accounts) in their Outlook Settings, WorkPoint Express 365 must be activated in each profile.
Importantly, as WorkPoint Express 365 uses the Mailbox profile user to automatically authenticate with SharePoint, WorkPoint and Email services, it is only possible to access WorkPoint solutions on the same tenant as the Mailbox profile user.
As shown in the figure below, each mailbox profile needs to activate the WorkPoint Express 365 separately. This allows the mailbox user to access WorkPoint Solutions on the same M365 Tenant (as the mailbox).
While this does greatly simplify and streamline users' access to WorkPoint solutions, it does mean that cross-tenant authentication is not currently supported in Express 365. Per the example below, you cannot use an Outlook profile from Tenant A to access WorkPoint and SharePoint on Tenant B.
However, it is possible to have multiple Outlook profiles within the same host application. Each profile can belong to different tenant from the user's main desktop or Windows login. The Workpoint Express 365 Add-in must be activated separately for each profile.
Alternatively, for testing/preview purposes, you might find it easier to simply access Outlook in the Web Browser (https://outlook.office.com) and authenticate directly as the testing user in the same tenant as your WorkPoint solution.
2. Deployment options for WorkPoint Express 365
WorkPoint Express 365 is available in the Microsoft Office Add-In Store. The Microsoft Office Add-In framework allows published add-ins to be deployed and updated directly from the Microsoft Marketplace. Here we review two options for
Deployment via Microsoft Admin Center (Recommended)
In this option, we review how an administrator can install and authorize the WorkPoint Express 365 Add-In for all or select users in the Microsoft 365 Tenant
We describe how the administrator can use the "Integrated Apps" feature of the Microsoft Add-In portal to select the WorkPoint Express Add-In from the Microsoft Office store, authorize the permissions required to communicate with WorkPoint and SharePoint on your tenant then select which users will receive the add-in.
Centralized Deployment is our recommended approach because it installs the officially published WorkPoint Express 365 add‑in directly from the Microsoft Store. This ensures your tenant always receives the latest features, fixes, and security updates automatically—without manual upkeep. It also streamlines onboarding: the tenant administrator pre‑approves the required permissions for accessing the user’s mailbox, WorkPoint, and SharePoint services, allowing users to start using the add‑in immediately with no additional prompts or configuration.
Before you begin: You will need a user account with the Microsoft Tenant role Global Administrator (or at a minimum Exchange Administrator + Cloud App Administrator) is required to access the Microsoft Admin Center, Install Integrated Apps (Office Add-Ins) and consent to the permissions that the Express 365 Add-In requires
1. Log into the Microsoft 365 admin portal (https://admin.microsoft.com), expand the "Settings" category, open the "Integrated apps" page and click on the "Get Apps" option
2. In the Search bar, search for "workpoint".
3. Locate the Add-In WorkPoint Express 365 (as shown below) and then click "Get it now".
3. In the "Confirm to continue" dialogue, review the information about terms of use and privacy policy, then click "Get it now".
4. In the Add Users screen specify whether the Add-In should be available to either the current user (Just me), the Entire Organization or a Specific Group of users, then click Next
If your WorkPoint Solution is using an M365 Group to control which users are licensed as Normal Users (per this article), you may wish to consider using the same M365 group here. A Full WorkPoint user license is required to use the WorkPoint Express 365 Add-In.
5. In the "Accept permissions requests" panel, review the Application Permissions requested by WorkPoint Express 365 and click the "Accept permissions" button.
WorkPoint Express 365 permissions are limited to interacting with the current user's Mail (in Outlook) and with WorkPoint and SharePoint services. All permissions are delegated - meaning that they use the current user's permissions and act on behalf of the current user. A WorkPoint Express 365 user will never be able to see or manipulate any WorkPoint/SharePoint data that they do not already have permission to.
6. When prompted, sign in with an account that has the Global Administrator role.
7. Review the permissions requested and, if in agreement, click the "Accept" button.
8. Once the permissions have been granted, click the "Next" button.
9. In the Review and finish deployment panel, click the "Finish deployment" button.
The page should now display "In Progress" while the permissions are being granted and the application deployed. Eventually, the page shows "Deployed":
Process complete: Exchange will now publishing the application to the selected users' mailbox profiles. This process can take some time. Once it is available, users can begin to interact with WorkPoint Express 365 as described in this article.
Note that it can take up to 72 hours for the app to appear. Users may need to relaunch Microsoft 365 to view the add-in icon on the app ribbon.
Self-Service Installation from Office Add-In Store
Microsoft Outlook allows users to browse and install add-ins directly from the Microsoft Office Add-In store. In tenants where users are allowed to install Add-Ins without Admin approval, users can install WorkPoint Express 365 themselves by following the process below.
Note: While WorkPoint Express 365 is available in the Office App Store, installation in an Enterprise environment typically requires that the tenant administrator adds the Add-In to a whitelist of allowed applications. The Microsoft Learn documentation (here) describes how to allow specific add-in in your environment.
From Outlook, in the header bar select the "Apps" icon (shown as 1 in the image below) and select "Add Apps" (2)
In the Apps window, search for "WorkPoint" (3) and select the WorkPoint Express 365 application from the results (5)
On the App Info panel, review the details about the WorkPoint Express 365 Add-In and click the "Add" button (5).
Process Complete: The App will now be available in your Apps panel in your Outlook profile. You can read more about how to activate and use WorkPoint Express 365 in the article Getting Started with WorkPoint Express 365.
Troubleshooting Self Service Deployment
Here we outline some common issues with deploying WorkPoint Express 365 and present solutions to resolve.
If using the Self-Service installation option, after clicking "Get it now" the user receives the obscure error "Something went wrong"; this is because the Tenant's Exchange Administrator is using an Exchange Role Assignment policy that prevents users from installing Custom or MarketPlace applications.
While the Default Role Assignment Policy in new Microsoft Tenants allows users to install Markeplace applications, as a security measure Tenant Administrators typically restrict this ability by implementing a custom Role Assignment Policy which blocks Marketplace App installs.
See the example screenshots below. A user receives the "Something Went Wrong" error after install (1) when the Exchange Mailbox settings use a custom (restricted) Role Assignment Policy (2) which excludes the "My Custom Apps" and "My MarketPlace Apps" roles (3).
If these settings are absent in your Exchange Mailbox policy - while you can browse the marketplace, installation yields the unhelpful "Something went wrong" (Noget gik galt) error.
Unfortunately, a standard user cannot work around this problem alone. You will need to engage an Administrator who can choose to either:
- Create and assign Role Assignment Policy (for specific users) that allows App Installation
-or-
- RECOMMENDED: Use the Central Deployment Option (per section above) - deploying and limiting to a select group of users.
Manifest Deployment
The official production version of WorkPoint Express 365 is always available directly from the MIcrosoft Office Add-In store. For all but a few exception cases (eg. WorkPoint Solution is on a specific service ring or WorkPoint support instruct you on loading a Test version) - WorkPoint Express 365 should be installed as described in the sections above. This section is for specific use-cases when WorkPoint Express 365 is deployed using an application manifest.
If directed by WorkPoint Support, you may be provided with a link to a manifest file. This is an XML file, in a Microsoft defined format, that simply instructs the host application (Outlook) how to load the Add-In from WorkPoint's infrastructure. The manifest itself is a series of instructions on where to load the application from, what permission it requires and what actions in the host application (e.g. Mail Read) that it should respond to.
Microsoft provide different techniques to deploy Add-ins using the application manifest. Deploying WorkPoint Express 365 via manifest is explained in the articles below where you will also find links to download manifest files for your specific environment configurations.
- Deployment via Microsoft Admin Portal: useful for deploying WorkPoint Express Add-In to multiple users. You can read more about this deployment option in this article.
- Deployment via Side Loading into Outlook: useful for single user, quick tests in a test environment. Provided your administrator has not disabled loading Custom Add-Ins, the WorkPoint Express 365 add-in manifest can be added to your Outlook profile. You can read more about this deployment option in this article.
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