Riva CRM Integration - Documentation and Knowledge Base

Outlook: Which Riva Insight Outlook Add-in Is for You?

Article ID: 1734
Last updated: 05 Oct, 2021

In Riva, the Insight panel and Track in CRM support two types of add-ins for Outlook:

  • Outlook Web add-in.
  • Windows add-in.
     

Which add-in type is for you?

Add-In for Insight Panel Track in CRM
Type of Add-In Outlook Web Windows Outlook Web Windows

Supported Desktop Clients
Microsoft 365 Subscription for Windows
Web Add-in requirements:
- Office version v16.0.11629 or later
- Windows 10 version 1903 or later
X X X X​​​​
Microsoft 365 Subscription for Mac
X X
Outlook 2021 for Windows
X X X X
Outlook 2019 for Windows

Web Add-in requirements:
- Retail version only (volume licence not supported)
- Office version 16.0.11629 or later
- Windows 10 version 1903 or later

X X X X
Outlook 2021, 2019 or 2016 for Mac
X X
Outlook 2016 or 2013 for Windows
X X

Supported Native Mobile Clients1 (Meetings and Message Compose not Supported)
 supported with a Microsoft 365 subscription
Outlook for Android (Android 4.4 KitKat or later)
X
(message read)
Outlook for iPhone and iPad (iOS 11 or later)
X
(message read)

Supported Web Clients (for desktops)
 supported with a Microsoft 365 subscription
Outlook on the Web (Office 365)
X X

Supported Web Clients (for mobile web browsers)
The new version of Outlook for mobile browsers no longer supports access to add-ins, as per a Jan. 24, 2020, announcement at https://techcommunity.microsoft.com/t5/outlook-blog/outlook-on-your-mobile-browser-is-being-upgraded/ba-p/1125816.

Installation
Need to install software on client machines or devices.
X X
Can be centrally managed and enabled add-in for the entire organization, user groups, or individuals.
X X X X
The add-in follows you wherever you go. Add the add-in to your mailbox once, and it will be available on any supported Outlook client you use, including Outlook for Windows, Outlook for Mac, native Android Outlook app, and Outlook on the Web (browser).
X X

Functionality differences
Supported mail objects
Email and appointments.1 Email, appointments, and contacts. Email and appointments. Email, appointments, and contacts.
Appears in the main calendar?
No.2 X No.2 X
Track in CRM Autosave Drafts
N/a. N/a. Limited. For details see Support. X
Tracking an email before sending it
N/a. N/a. Limited. For details, see Riva Insight 2020.4 Hotfix: Release Notes. X


Notes:

  1. When executing on mobile iOS or Android devices, Outlook supports only reading email objects, not email compose or appointments.
  2. When using the Web add-in, Riva Insight does not appear in the main calendar. To see Riva Insight, open a calendar item. This is not a Riva limitation. It is a Microsoft limitation with web add-ins in general.

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Article ID: 1734
Last updated: 05 Oct, 2021
Revision: 28
Views: 6443
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