Riva CRM Integration - Documentation and Knowledge Base
Errors and Troubleshooting
I tracked an item, but Insight still shows it as pending.
I tracked an item, but Insight still shows it as pending. Background When a tracked item is synced to your CRM, Riva Sync adds information (known as an extended property) to the mail item which informs Riva Insight that the items has...
Outlook crashes upon sign-in to Salesforce with Riva Insight
Applies to Riva Insight Windows Add-in using Login with Salesforce. Issue While logging in to Riva Insight using Salesforce authentication, the Outlook desktop application crashes. Cause The problem was traced to Microsoft's...
Windows Add-in is reverting to using Internet Explorer instead of Edge Chromium (WebView2)
Background Riva Insight uses an embedded web browser control to show content within the sidepanel. New installs of Microsoft Office have WebView2 (Edge Chormium) support for displaying embedded web content. Older installs of Microsoft...
Riva Insight: HTTP Error 404.7 - Not Found The request filtering module is configured to deny the file extension
Applies to Riva Insight Server, Web add-in & Outlook add-in. Issue When using Riva Insight for Outlook, an error appears in context view: HTTP Error 404.7 - Not Found The request filtering module is configured to deny the...
Riva Insight (Login with Salesforce): There was an error authenticating you. Authentication error occurred. Error verifying OAuth token. Please contact your Riva Administrator.
Applies to Riva Insight Server (Login with Salesforce), when using a proxy to filter web traffic. Issue When an end user attempts to login to Riva Insight using Salesforce authentication, the following message appears: ...
Deprecated: Riva Insight OnPremise ASP.NET State Service
First Available In: Insight Server 2020.4+ OnPremise Audience: Riva Insight Administrators; Riva CET; Riva Success The ASP.NET State Service has been deprecated starting with Riva Insight Server 2022.4.86034...
Capturing a process dump file when Outlook crashes
Background Outlook crashes or silently closes while using the Riva Insight Windows Add-in No errors related to the crash can be found in the client logs There are 2 ways to collect the crash dump files for Outlook: Using...
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...
Outlook Windows Freezing with the Windows Add-in Client (Edge WebView2 version 1.14)
A recent Microsoft update was released with a bug that resulted in versions of Outlook using Windows (COM) add-ins (like Riva Insight) to cause Outlook to hang or crash. Read on for more details. Background Starting June 5, 2023,...
Riva Insight: Icon appears "greyed out" in Outlook ribbon
Applies to Riva Insight. Issue An end user reported that the Riva Insight icon appeared "greyed out" on the Microsoft Outlook ribbon, unless an email or meeting is selected. Cause If Outlook for PC or Outlook for Mac has the...
Outlook Freezes and/or Crashes with Riva Insight Windows Add-in - Potential Solutions
Applies to Riva Insight Cloud & On-Premise, when using the Windows add-in for Outlook. Issue Some customers have reported that when the Riva Insight Windows add-in for Outlook is installed, Outlook may stop responding to user...

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