How to download Affinity's Outlook Add-in

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Brian Lee
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With the Affinity for Outlook add-in, Microsoft users can now take Affinity-related actions straight from their Outlook web and desktop apps. Once you've successfully downloaded the add-in, check out How to use Affinity's Outlook Add-in to learn more.

 

Overview

 

Troubleshooting Common Issues

 

Prerequisites

  • Affinity's Outlook add-in is only available for Office 365 and Exchange (On-Prem) accounts.
  • Affinity's Outlook add-in is only compatible for Outlook versions after Outlook 2016.

  • Affinity's Outlook add-in is only supported on the following browsers:  Google Chrome, Microsoft Edge, and Safari.

 

How to download Affinity for Outlook Add-in (Web App)

  1. If you're an Affinity CRM user, feel free to skip Step 2 below and move on to Step 3.
  2. If you're an Affinity for Salesforce user, please make sure your Salesforce Admin selects which users are allowed access to Affinity's Pathfinder Chrome Extension (see Step 5 of the section titled How to install Affinity for Salesforce). Then, move on to Step 3.
  3. Now, make sure to sign in to your Outlook account that has specific access to your Affinity instance. Open any email, then click the ellipsis (3-dotted icon). Click Get Add-ins.
    Outlook_Addin.png

  4. Search for Affinity for Outlook.
    Search_Affinity_for_Outlook.png

  5. Click Add.
    Add_Affinity_for_Outlook.png

  6. Click open any email, then click the 3 dots to see Affinity for Outlook appear.
    Screen_Shot_2020-10-30_at_8_52_52_AM.png

 

How to download Affinity for Outlook Add-in (Desktop App)

  1. If you're an Affinity CRM user, feel free to skip Step 2 below and move on to Step 3.
  2. If you're an Affinity for Salesforce user, please make sure your Salesforce Admin selects which users are allowed access to Affinity's Pathfinder Chrome Extension (see Step 5 of the section titled How to install Affinity for Salesforce). Then, move on to Step 3.
  3. Now, open your Outlook desktop application.
  4. On the Home tab, click Get Add-ins on the top-right section of your screen.
    Get_Add_in.png

  5. Search for Affinity for Outlook, then download the add-in.
    search_for_affinity_for_outlook.png

 

 

Troubleshooting Common Issues

Problem: Blank Screen? Clear your cache

If met with a blank screen (see example below), you will need to empty your cache and perform a hard reload of the application. The reload will help to retrieve of the latest version of the Outlook add-in.

Screen_Shot_2022-07-06_at_12.22.43_PM.png

To reload, please follow steps below based on which browser/app you're using.

 

Web App - Clearing your cache

Google Chrome

  1. Windows users - Press Ctrl + F5 on your keyboard.
  2. Mac users - Press Cmd + Shift + R on your keyboard.

Firefox

  1. Windows users - Press Ctrl + F5 on your keyboard.
  2. Mac users - Press Cmd + Shift + R on your keyboard.

Safari

  1. Click Safari on the top navigation bar, then click Empty Cache, or press Opt + Cmd + E.
  2. To refresh, click the Refresh button on the address bar or press Cmd + R.

Microsoft Edge

  1. Press Ctrl + F5 on your keyboard.

 

Desktop App - Clearing your cache

Outlook Desktop for Mac

  1. Open Affinity for Outlook add-in.
  2. Right click the side panel.
  3. Select Reload.
    Screen_Shot_2022-07-06_at_12.24.28_PM.png

Outlook Desktop for Windows

  1. Open the Affinity for Outlook add-in.
  2. Right click the side panel.
  3. Select Refresh.
    Screen_Shot_2022-07-06_at_12.25.40_PM.png

 

Problem: Missing or Disabled add-in icon?

Web App - Checking your cookie settings

  1. On the top-right corner of your web browser, click the ellipsis (3-dotted icon), then click Settings.
    Chrome_Browser_Settings.png

  2. Click Privacy and security, then click Cookies and other site data.
    Privacy_and_security.png

  3. Make sure your cookie settings are either Allow all cookies or Block third-party cookies in Incognito. If they are set to Block third-party cookies or Block all cookies (not recommended), then Affinity's Outlook add-in will not work.
    Cookie_options.png

Desktop App - Missing or Disabled Add-in icon (for Windows/PC)

  1. Click File to open additional options.
    Screen_Shot_2020-10-30_at_10_45_32_AM.png

  2. Select Office Account, and select Manage Settings.
    outlook_settings.png

  3. Check the box for Enable optional connected experiences, then click OK and restart Outlook.
    Screen_Shot_2020-10-30_at_11_05_22_AM.png

  4. If you still do not see the add-in appear after restarting, open your Office Options menu and go to File > Options.
    Screen_Shot_2020-10-30_at_10_45_56_AM.png

  5. Select Customize Ribbon (1), then select All Commands (2). Then, click Add-ins (3) and click Add>> (4) to add the Add-ins icon to your Ribbon (menu bar).
    Screen_Shot_2020-10-30_at_10_52_32_AM.png

  6. Click OK to save your changes.

Desktop App - Missing or Disabled Add-in icon (for Mac)

  1. Click Outlook on the top left corner, then click Preferences.
    Screen_Shot_2020-10-30_at_11_10_06_AM.png

  2. Click on Privacy.
    Screen_Shot_2020-10-30_at_11_10_20_AM.png

  3. Click Manage Connected Experiences.
    Screen_Shot_2020-10-30_at_11_10_30_AM.png

  4. Ensure all checkboxes are enabled, then click OK. You may need to restart Outlook to apply these changes.
    Screen_Shot_2020-10-30_at_11_47_21_AM.png

Note: Some users may have to ask their IT team for permission in order to use Affinity's Outlook Add-in. See Specify the administrators and users who can install and manage add-ins for Outlook to learn more.

 

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