Background
With Microsoft's release of the Microsoft Modern Exchange Connector (Graph) 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
- Riva Insight Cloud or Riva Insight On-Premise 2022.3 (or later)
- The Riva Insight Outlook Web Add-in (with a Riva Insight manifest from Riva Insight 2022.3 or later).
- Access to Deploy the Riva Insight Outlook Web Add-in through Office 365 Admin Center
- Outlook.com Mobile App for Android or iOS
- Exchange Online (Microsoft 365)
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 to 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" />
- you also need to 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:
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" />