Riva CRM Integration - Documentation and Knowledge Base

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

Article ID: 1744
Last updated: 27 Apr, 2020

Audience: End users whose Office 365 admin has downloaded the add-in to their device.

You can also install the add-in from Office 365 Mail or Outlook.com (web browser).

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

To add the Riva Insight Outlook Web add-in 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 URLs listed at https://kb.omni-ts.com/entry/1999/#To-obtain-the-Riva-Insight-Outlook-Web-add-in--use-one-of-the-following-URLs. Ensure that HTTPS:// is included when adding the URL.

  5. In the window, select Install.

    The add-in appears under Custom add-ins.

  6. Close the Add-ins window.

    In Outlook, a Riva Insight icon appears in the toolbar.

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Article ID: 1744
Last updated: 27 Apr, 2020
Revision: 17
Views: 6339
Comments: 0