Track in CRM on Mobile For Riva Insight Web Add-in

  • Updated
  • Background
    • With Microsoft's release of the Graph API for Microsoft Online, Riva Insight is now able to support Track in CRM for Mobile (iOS and Android).
  • Limitations
    • Microsoft only supports the read view of emails on Mobile.
    • The Microsoft Graph API is not supported for Exchange On-Premise.
  • Differences between the REST API and Graph API on mobile
    • When Graph API is enabled:
      • You will now see the "Track" button on emails, and be able to track to CRM.
      • When opening the Add-in, you will be prompted to log in and enter your Office 365 credentials to authenticate with the Graph API (typically the session lasts 24 hours).
    • When the REST API is enabled
      • You will not have an option to "Track" emails.
      • When opening the Add-in, you are not required to authenticate to use the REST API.
  • Requirements
  • How do I get it (Insight Cloud)?
    • Have your Admin download and deploy an updated version of the Riva Insight Web Add-in by logging into Riva Cloud and going to the Insight section to get the manifest link for your region, or refer to Riva Insight Urls for the Outlook Web Add-in Manifest
    • If you were using the Outlook Web Add-in prior to Riva Insight 2022.3:
      • you also need reach out to the Riva Success Team to enable the Graph API for your org by updating the following key in your 'CompanySettings' configuration file: <add key="OfficeJs.DataApi.Mobile" value="Graph" />
  • How do I get it (Insight On-Premise)?
    • Set up and configure a Graph Connected App in your Microsoft 365 tenant.  Reach out the Riva Success Team for guidance on setting up your Graph Connected App.
    • Have your Admin download and deploy an updated version of the Riva Insight Web Add-in byreferring to referring to Riva Insight Urls for the Outlook Web Add-in Manifest
    • Add the following key to your AppSettings.xml configuration file: <add key="OfficeJs.DataApi.Mobile" value="Graph" />
 
 
 

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