Riva CRM Integration - Documentation and Knowledge Base
Recent Articles
Riva Insight 2024.1 Release Notes
Server version: Which version do I have? Insight Server 2024.1 - v2024.1.9.5051 Client versions: Which version do I have? Outlook Web Add-in The Outlook Web Add-in does not have a...
2024-02-20 Retirement of RBAC Application Impersonation in Exchange Online
Retirement of RBAC Application Impersonation in Exchange Online On February 20th 2024 - Microsoft announced that they will be blocking the new assignment of the ApplicationImpersonation role in Exchange Online to accounts starting in May...
Riva Insight Multilingual Support
Availability Riva Insight Cloud 2024.1 Supports Outlook on the Web Outlook for Windows Outlook for Mac Outlook for Mobile (iOS/Android) Overview Riva Insight now provides support for multiple languages. French...
Riva Bookings 2024.1 Release Notes
Meeting Host Delegation Permissions Benefit: Ensure only users with correct permissions can be set as a meeting host Previously, all licensed users could be set as the meeting host which may lead to security vulnerabilities if abused....
Riva On-Premise 2024.1 Release Notes (2024.January.23)
August.23These release notes provide a quick overview of what is new in the following release: Release version: 2024.1.X Release date: 2024.January.23 Update procedure: How to update Riva Manual update...
2023-12-05 Microsoft Graph Calendar Sync Limitations
100Yes, we support the Graph API, we do not recommend it as a best practice yet. Some of our initial customers have experienced challenges that we or Microsoft cannot help them with, so we need to prevent these issues from occurring....
Riva Insight 2023.4 Release Notes
Server version: Which version do I have? Insight Server 2023.4 - v2023.4.9.3570 Client versions: Which version do I have? Outlook Web Add-in The Outlook Web Add-in does not have a...
My Day User Guide
Accessing My Day My Day can be access by clicking on "My Day" from the Riva Insight app bar. Overview When accessing My Day: The view will default to the current day. Today's upcoming meetings will be displayed. ...
Riva Insight Troubleshooting Artifacts
Applies to Riva Insight Cloud & On-Premise. When troubleshooting issues with Riva Insight, there is a master list of artifacts that should be collected to assist the investigation. It is critical to include the date and time of...
Riva Cloud: Log In, Log Out, and Forgot Password
Audience: Riva Cloud administrators; self-managing users in Company mode. Such users need to log in to Riva Cloud to create or manage their CRM connections, email connections, and sync policies — or perform other management tasks. ...
Riva Insight 2023.3 Release Notes
Server version: Which version do I have? Insight Server 2023.3 Client versions: Which version do I have? Outlook Web Add-in The Outlook Web Add-in does not have a version. It...
Riva On-Premise 2023.4 Release Notes (2023.November.17)
August.23These release notes provide a quick overview of what is new in the following release: Release version: 2023.4. Release date: 2023.November.17 Update procedure: How to update Riva Manual update...
2024-01-23 Retirement of Exchange Web Services in Exchange Online
In 2018, Microsoft announced that we were no longer making feature updates to Exchange Web Services (EWS) in Exchange Online, and we advised developers to move to Microsoft Graph. Today, we are announcing that on October 1, 2026, we...
Q&A: Riva Insight Web Add-In for Outlook - Security and Performance
Audience: Microsoft 365 administrators, who are deploying the Riva Insight Web add-in. This is a provisional article that is subject to change. For any questions or concerns, contact the Riva Success Team. Table of Contents: ...
Line in the Sand for Exchange and IBM Notes Sync Policies
Riva sometimes reports sync errors related to identification numbers being mismatched or missing. This article discusses some of those circumstances and explains how Riva can be reconfigured to restore data sync. What Is All the Fuss...
My Day Overview
Availability Riva Insight Cloud 2023.4 Requirements Riva Insight Cloud Web Add-in Client Installed from Insight 2023.1+ Supports Outlook on the Web Outlook for Windows Outlook for Mac Outlook for Mobile...
How to Apply Advanced Options to an Exchange Connection in Riva
Applies to Riva Cloud and Riva On-Premise. Advanced and custom options can be applied to a sync policy, a CRM connection, an email connection, or a user (entity). For Exchange connections, advanced options are added to the...
2023-11-17 Riva Cloud and Riva Insight Cloud support for TLS 1.3
Overview The Riva Cloud and Riva Insight Cloud web applications now support Transport Layer Security (TLS) version 1.3. TLS 1.3 is faster and more secure than previous versions of TLS. The Application Load Balancers (ALB) for all...
Riva Cloud 2023.4 Release Notes
These release notes provide a quick overview of what is new in the following release: Release version: 2023.4 Release date: November.17 What's New in Riva Cloud Print button added to the Metrics Dashboard...
Outlook Web Add-in Permissions
Recent versions of the Outlook Web Add-in utilize the Graph API in order to communicate with mailbox items. When deploying or installing the Outlook Web Add-in for Riva Insight, you will be asked to grant mailbox permissions, allowing the...
Riva Bookings 2023.4 Release Notes
Utilization of delegate's Zoom/Teams token Benefit: Ensure meetings scheduled use the meeting hosts unique online meeting room. Currently when a meeting link is delegated (someone else was set as the meeting host), we are still using...
Riva On-Premise: Latest Release Notice
Enjoy the latest releases of Riva On-Premise: 2022.4: Release Notes. 2022.3: Release Notes. 2022.2: Release Notes. Evaluate Riva On-Premise: Request a 15-day fully enabled trial in the Comments field of our Schedule a Consult...
Error: Unable to Connect to Exchange Due to Missing Timezone Information
Applies to Riva Cloud & Riva On-Premise when syncing Exchange On-Premise or Microsoft 365 mailboxes. Issue Users receive the following error when synchronizing appointments from Exchange: [XA] Error occurred polling for changes...
Riva Insight Server: Authentication Error When Using Login with Salesforce
Applies to Riva Insight On-Premise Server when using Login with Salesforce. Issue Upon loading Riva Insight in Outlook, any of the following error messages may appear: HTTP_STATUS_BAD_REQUEST 400 Bad Request Unable to...
Riva Insight: Components of Context View
This article is evolving, as new features and functionality to Riva Insight is released. For questions or concerns, contact the Riva Success Team. The Riva Insight context view used to be called the Insight panel. It is the display of...