Riva Insight 2026.3 Release Notes

Alireza Ahmadi
Alireza Ahmadi
  • Updated

Riva Insight 2026.3: Which version do I have?

Riva Insight Cloud

The 2026.3 release will be rolled out to shared tenants on the following dates:

  • Preview channel (release):  July 29, 2026, after regular business hours
  • Live channel (pre-release): August 27, 2026, after regular business hours

You will have approximately four (4) weeks to test this release on the preview channel before it is rolled out to the live channel. 

Riva Insight On-Premises:  

  • Insight On-premises using .NET8 will be available following the Insight Cloud release (September 26, 2026).

Windows Add-in (Legacy Outlook VSTO Plugin) Customer?

Riva Insight Progressive Web Application 

Riva Insight is expanding into a Progressive Web Application (PWA) designed to make key capabilities easier to access from mobile devices and outside of Outlook environment for end users who need to work quickly while on the go. 

Riva Insight functionalities will be introduced within the PWA gradually. The first phase will embed AI-powered Voice Note Summary directly in the Insight PWA. From MyDay, users will be able to select a meeting, capture notes using voice input, and sync the information to Salesforce through an embedded tracking experience. By making voice-to-text note capture available directly from the mobile PWA, this release is intended to reduce the number of steps required to document client conversations, support faster note-taking immediately after meetings, improve the completeness of CRM data, and increase adoption of Insight outside of Outlook. 

 

Riva Insight On-Premises Modernization (.NET 8)

Riva Insight 2026.3 introduces a significant modernization of the On-Premises platform, transitioning from Microsoft .NET Framework to Microsoft .NET 8. This upgrade delivers a faster, more secure, and more scalable foundation for Insight, while positioning customers to take advantage of future platform enhancements.

For customers, this means improved application performance, enhanced reliability, and a modern architecture designed to support growing workloads and evolving business requirements. By moving to .NET 8, Insight benefits from improved runtime efficiency and better resource utilization.

As part of this modernization effort, several Insight components have been consolidated into a simplified deployment model. The Insight services including WebApi and Enhanced Track in CRM (Track State Service) are now packaged together, reducing deployment complexity, minimizing operational overhead, and simplifying ongoing administration. This streamlined architecture makes installation, maintenance, and future upgrades easier for both new and existing On-Premises deployments.

Key Benefits

  • Modernized platform built on Microsoft .NET 8.
  • Improved performance, scalability, and runtime efficiency.
  • Enhanced security and continued platform support.
  • Simplified deployment through service consolidation. 
  • Reduced operational complexity and easier ongoing maintenance.

 

Bug Fixes and Other Enhancements

  • 21579 - Fixed an issue with missing login profile in authentication flow.
  • 21818 - Added a configuration option to control whether the Salesforce PKCE code verifier is included during the Salesforce OAuth sign-in process. When disabled, the PKCE code verifier is not sent.
  • 21531 - Improved Track State Service logging.
  • 21515 - Improved handling of Valkey/Redis serverless scaling events to prevent transient errors from being surfaced in the user interface.
  • 21776 - Improved Track State Service logging.
  • 21530 - Fixing an issue with showing Logrocket link in Insight admin settings.
  • 21532 - Improved Track State Service logging.
  • 21518 - Added support for Salesforce rotating refresh tokens in Insight and Insight WebApi.
  • 21569 - Fixed an issue with Graph call, setting extended properties.
  • 21553 - Corrected visibility of tooltip for creating new contact.
  • 21421 - Improved "Pending" category behavior for recurring meetings.
  • 21214 - Fixed an issue with Auto-Populate capability on forwarded emails in Outlook classic.
  • 21359 - Added support for the Salesforce PKCE code verifier as part of the OAuth sign-in flow.
  • 21220 - Fixed an issue that prevented authentication service logs from being captured in Riva Insight Cloud.
  • 20026 - Improved visibility of relevant information when Google API is not reachable.
  • 21472 - Corrected disablement process for "Unmatched Contacts" capability.
  • 21275 - Fixed an issue with Contact Discovery failing to load on first attempt. 
  • 20982 - Fixed an issue to avoid data loss on Track, where Outlook "save" or "send" button is not available.
  • 21361 - Fixed an issue with Insight redirect URLs.
  • 20778 - Updated manifest generator to include Salesforce profile within authentication flow.
  • 21007 - Optimised the diagnostic healthcheck to remove duplicate checks and add new checks for connectionstrings.
  • 21036 - Auto-enabled "Track" option for cases where the "Track and Send" in not available.
  • 20669 - Fixed an issue with Track State Service accessing items.