Emails pile up in Outlook. Documents stack up in SharePoint. But when the two don’t talk to each other, important information gets stuck in silos. There’s a smarter way to bring them together and it starts with a simple add-in that makes Outlook and SharePoint feel like one tool.
Plugin or Add-in?
You may hear people use “plugin” and “add-in” as if they mean the same thing. They don’t.
- A plugin is older software you installed directly on your computer. It worked locally but often needed updates and came with security risks.
- An add-in is the modern version. It’s cloud-based, easier to manage and supported directly in Microsoft 365.
What the SharePoint Add-in Does
SharePoint is integrated into Outlook through the SharePoint add-in. It does the following:
- With just two clicks, save emails and attachments to a SharePoint library.
- Sender, subject, and date metadata are automatically recorded and made searchable in SharePoint.
- Outlook’s side panel allows you to select the appropriate folder or website without ever leaving your inbox.
- compliance because documents are kept in the proper location from the beginning.
How to Install the Add-in
It only takes a few seconds to add the SharePoint add-in:
- Open Outlook and go to the ribbon.
- Get Add-ins (sometimes More Apps).
- Search for SharePoint in the store.
- Add to install the tool.
After installation, the add-in will show up as a panel when viewing an email or in your ribbon. You can now begin storing emails in SharePoint by pinning it for convenient access.
But, if you want a faster, business-ready setup, services like KonnectEmail’s Outlook–SharePoint Integration make it even smoother. They provide a ready to use framework that handles metadata, permissions and compliance out of the box, so your IT team doesn’t have to piece together manual solutions.
Why It Matters for B2B Teams
For businesses, connecting Outlook and SharePoint isn’t just about being convenient – it impacts productivity, compliance and team collaboration.
Smarter Filing System
The add-in turns Outlook into a filing system, so you can save and find important emails in one click.
Faster Access to Client Emails
No more searching through inbox threads. Client communications are stored in SharePoint libraries where the whole team can access them.
Transparency Across Projects
Emails are visible to the right people, so everyone’s on the same page and no information silos.
Time Savings and Fewer Errors
Critical emails won’t get lost in personal inboxes. Teams save time and reduce mistakes by having one source of truth.
Built-In Compliance
Metadata in SharePoint supports governance, audits and record-keeping requirements.
Final Thoughts
The Outlook add-in is the simplest way to link communication and document management. With just a few clicks, teams can save emails where they belong – organized, searchable, compliant.
