How to download Affinity's Outlook Add-in
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
- Prerequisites
- How to download Affinity for Outlook Add-in (Web App)
- How to download Affinity for Outlook Add-in (Desktop App)
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.
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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)
- If you're an Affinity CRM user, feel free to skip Step 2 below and move on to Step 3.
- 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.
- 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.
- Search for Affinity for Outlook.
- Click Add.
- Click open any email, then click the 3 dots to see Affinity for Outlook appear.
How to download Affinity for Outlook Add-in (Desktop App)
- If you're an Affinity CRM user, feel free to skip Step 2 below and move on to Step 3.
- 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.
- Now, open your Outlook desktop application.
- On the Home tab, click Get Add-ins on the top-right section of your screen.
- Search for Affinity for Outlook, then download the add-in.
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.
To reload, please follow steps below based on which browser/app you're using.
Web App - Clearing your cache
Google Chrome
- Windows users - Press Ctrl + F5 on your keyboard.
- Mac users - Press Cmd + Shift + R on your keyboard.
Firefox
- Windows users - Press Ctrl + F5 on your keyboard.
- Mac users - Press Cmd + Shift + R on your keyboard.
Safari
- Click Safari on the top navigation bar, then click Empty Cache, or press Opt + Cmd + E.
- To refresh, click the Refresh button on the address bar or press Cmd + R.
Microsoft Edge
- Press Ctrl + F5 on your keyboard.
Desktop App - Clearing your cache
Outlook Desktop for Mac
- Open Affinity for Outlook add-in.
- Right click the side panel.
- Select Reload.
Outlook Desktop for Windows
- Open the Affinity for Outlook add-in.
- Right click the side panel.
- Select Refresh.
Problem: Missing or Disabled add-in icon?
Web App - Checking your cookie settings
- On the top-right corner of your web browser, click the ellipsis (3-dotted icon), then click Settings.
- Click Privacy and security, then click Cookies and other site data.
- 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.
Desktop App - Missing or Disabled Add-in icon (for Windows/PC)
- Click File to open additional options.
- Select Office Account, and select Manage Settings.
- Check the box for Enable optional connected experiences, then click OK and restart Outlook.
- If you still do not see the add-in appear after restarting, open your Office Options menu and go to File > Options.
- 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).
- Click OK to save your changes.
Desktop App - Missing or Disabled Add-in icon (for Mac)
- Click Outlook on the top left corner, then click Preferences.
- Click on Privacy.
- Click Manage Connected Experiences.
- Ensure all checkboxes are enabled, then click OK. You may need to restart Outlook to apply these changes.
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.