Install the Riva Insight Outlook Web Add-In from Your Outlook Client (Windows or Mac)

Article ID: 1744
Last updated: 11 Jul, 2019
Two add-ins are available:
  • One for the Insight panel.
  • The other for Track in CRM.
Requirement for Riva Insight On-Premise: Riva Insight server 2018.2 or higher.

Audience: End users whose Office 365 admin has downloaded one or both of the add-ins to their device.

You can also install one or both of the add-ins from Office 365 Mail or Outlook.com (web browser).

If you are an Office 365 administrator and want to install one or both of the add-ins for the entire organization, user groups, or individuals, see Install the Riva Insight Outlook Web Add-Ins for organization users.

To add one or both of the Riva Insight Outlook Web Add-ins to your email client:

  1. In Outlook, on the Home ribbon, select  Store Add-ins.

  2. On the left menu, select My add-ins.

  3. Under Custom add-ins, select Add a custom add-in, and then choose Add from URL.

  4. Enter one of the following URLs:

    For Riva Insight Cloud:

    • North American Data Centre:
      • Insight panel: https://www-us.rivainsight.com/live/addins/RivaInsightAddinInsights
      • Track in CRM: https://www-us.rivainsight.com/live/addins/RivaInsightAddinTrackInCrm
    • Australian Data Centre:
      • Insight panel: https://www-au.rivainsight.com/live/addins/RivaInsightAddinInsights
      • Track in CRM: https://www-au.rivainsight.com/live/addins/RivaInsightAddinTrackInCrm
    • European Data Centre:
      • Insight panel: https://www-eu.rivainsight.com/live/addins/RivaInsightAddinInsights
      • Track in CRM: https://www-eu.rivainsight.com/live/addins/RivaInsightAddinTrackInCrm
         

    For Riva Insight On-Premise, server 2018.2 or higher:

    • Insight panel: [Riva Insight's URL]/addins/RivaInsightAddinInsights
      where [Riva Insight's URL] represents the URL to Riva Insight within your environment.
    • Track in CRM: [Riva Insight's URL]/addins/RivaInsightAddinTrackInCrm
      where [Riva Insight's URL] represents the URL to Riva Insight within your environment.
       
  5. In the window, select Install.

    The add-in appears under Custom add-ins.

  6. Optional: To install the other add-in, repeat steps 4 and 5.

  7. Close the Add-ins window.

    In Outlook, an icon appears in the toolbar for every add-in you installed. In the screen shot, the Insight panel was just installed, and Track in CRM had already been installed.

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Article ID: 1744
Last updated: 11 Jul, 2019
Revision: 14
Views: 4122
Comments: 0
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