View Microsoft Outlook customer contact details in your instance
task brazil Updated Sep 10, 2026 1 min read view-existing-contact.md
Once you have integrated Customer Service Management (CSM) with Microsoft Outlook, you can view customer details in an Outlook add-in panel to make communication easier.
Before you begin
Role required: sn_customerservice.contact_manager, sn_csm_proxy_cont
Procedure
-
In Microsoft Outlook, open an email message you received from the contact.
-
On the Microsoft Outlook Home tab, click View in ServiceNow.
The Outlook add-in panel displays the contact details.
Note: If the contact details are not available, the
No contact was foundmessage is displayed. -
If you want to perform other contact tasks, access the contact information in the CSM portal page by clicking the Pop-out icon ([Omitted image "pop-out-icon.png"] Alt text: Pop-out icon).
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---
title: View Microsoft Outlook customer contact details in your instance
description: Once you have integrated Customer Service Management \(CSM\) with Microsoft Outlook, you can view customer details in an Outlook add-in panel to make communication easier.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/customer-service-management/view-existing-contact.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use Microsoft Outlook with CSM, Schedules and sites, Use, Customer Service Management]
---
# View Microsoft Outlook customer contact details in your instance
Once you have integrated Customer Service Management \(CSM\) with Microsoft Outlook, you can view customer details in an Outlook add-in panel to make communication easier.
## Before you begin
Role required: sn\_customerservice.contact\_manager, sn\_csm\_proxy\_cont
## Procedure
1. In Microsoft Outlook, open an email message you received from the contact.
2. On the Microsoft Outlook Home tab, click **View in ServiceNow**.
The Outlook add-in panel displays the contact details.
**Note:** If the contact details are not available, the `No contact was found` message is displayed.
3. If you want to perform other contact tasks, access the contact information in the CSM portal page by clicking the Pop-out icon \(\[Omitted image "pop-out-icon.png"\] Alt text: Pop-out icon\).
| title | View Microsoft Outlook customer contact details in your instance |
| description | Once you have integrated Customer Service Management \(CSM\) with Microsoft Outlook, you can view customer details in an Outlook add-in panel to make communication easier. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/customer-service-management/view-existing-contact.html |
| release | brazil |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Use Microsoft Outlook with CSMSchedules and sitesUseCustomer Service Management |