Installing Epic Bridge

Epic Bridge is a Microsoft Outlook app that connects users to Applied Epic while they manage their inboxes. streamlines the process of retrieving and documenting information. It automatically surfaces information as users read and compose emails and streamlines the process of documenting those emails in Applied Epic.

Only Microsoft admins can deploy Epic Bridge to your organization’s users. To ensure full functionality, do not allow individual users to install it on their own machines. After you have installed Epic Bridge for your organization’s users, make sure they or you complete the steps in Configuring Epic Bridge.

Epic Bridge requires Applied Epic November 2025 or later. It is only compatible with Microsoft Exchange Online. If your organization hosts your Microsoft Exchange server on-premises, Epic Bridge is not supported.

Deploying Epic Bridge

Only an administrator using the Microsoft 365 admin center can deploy Epic Bridge to users. Do not allow individual users to install Epic Bridge on their own machines, or errors may occur. Once you deploy Epic Bridge, it may take up to 72 hours to display in the app ribbon in Microsoft Outlook.

Please note that Epic Bridge is installed once per user inbox (not once per computer). Once you deploy it to an individual user’s inbox, that user can access it from the desktop- and browser-based versions of Outlook on any computer. If multiple users use the same computer, or if one user has access to multiple email Inboxes, you must deploy Epic Bridge for each inbox.

The following steps document one process for deploying Epic Bridge by creating a dedicated group for Epic Bridge access, adding users to that group, and deploying Epic Bridge to all users in the group. However, Microsoft 365 admin center provides several options for deploying and managing Outlook add-ins. For more information on deploying add-ins, refer to the following Microsoft resources:

• Deploy add-ins in the Microsoft 365 admin center
• Manage add-ins in the Microsoft 365 admin center

Create a Group

1. To navigate to the Microsoft 365 admin center, select the App Launcher button in the top left corner of Microsoft Outlook in your web browser. Then select the Admin icon.  

If the Admin icon is unavailable, this means you do not have a Microsoft admin account. Contact your organization’s Microsoft admin to complete the deployment.

2. From the Microsoft 365 admin center, navigate to Teams & Groups > Active teams & groups Installation of Epic Bridge.
3. Select the Add a Microsoft 365 group button.
4. Enter a Group Name and Description, then click Next.
5. Assign a Group Owner and click Next.
6. Add users to the group that you want to have access to Epic Bridge.
7. Create a group email address and click Next.
8. Verify the information and click Create Group.

Deploy the Add-in

1. From the Microsoft 365 admin center, go to Settings > Integrated Apps.
2. On the Integrated apps page, click the Get Apps button.
3. Search for Epic Bridge, then click Get it now.
4. Select users to deploy Epic Bridge to, then click Next.
5. Click the Accept Permissions button, then click Accept in the pop-up.
6. Click Next.
7. Click Done to complete the deployment process. Epic Bridge may take up to 72 hours to display in Microsoft Outlook for the users in the group.

You can manage group members and Epic Bridge deployment at any time by returning to the Add-ins page and editing the Assign Users or Deployment Method options.

Accepting Permissions

The first time you deploy Epic Bridge to users, it will prompt them to accept the following permissions to support Epic Bridge functionality:

• Sign you in and read your profile: Identify the Microsoft Outlook user/mailbox using the add-in.
• Read access to your mail: Attach email to Epic, automatically detect accounts and attachment items based on email addresses and subject lines, and enable email summarization.  
• Write access to your mail: Add contacts and email templates to an email the user is composing.
• Full access to calendar and tasks: Automatically create calendar and task items in Microsoft Outlook when an activity is added.
• Full access to your files: Add attachments from an email to Applied Epic as separate attachments.

Allowing Pop-ups

If you or your organization have configured your browser to block pop-ups, make sure to enable pop-ups for the following domains before you begin using Epic Bridge:

• appliedcloudservices.com
• office.com
• office365.com

Uninstalling Epic Bridge

To uninstall Epic Bridge for a user, remove the user from the group in Microsoft 365 admin center. You can also delete deployed add-ins by following the instructions in Manage add-ins in the admin center. Individual users cannot uninstall Epic Bridge from their own workstations.