How To Download Affinity's Outlook Add-in

Help center reference

How-to — task-oriented recipe.

With the Affinity for Outlook add-in, Microsoft users can now take Affinity-related actions straight from their Outlook web and desktop apps. Check out this article to ensure you have the prerequisites and understand how to troubleshoot common issues in case you cannot access the add-in.

Who can access Affinity’s Outlook Add-in?

Essentials	Scale	Advanced	Enterprise
No	Yes	Yes	Yes

Interested in upgrading to Scale, Advanced, or Enterprise? Please reach out to your Affinity point of contact or [e-mail].

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)

In addition to Microsoft’s article on Outlook add-ins, you can follow the steps below:

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 the Affinity for Outlook add-in (see the section titled “How to assign the Affinity permission set to users” in the article How to install/update Affinity’s Managed Package in Salesforce).
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.

4. Search for Affinity for Outlook.

5. Click Add.

6. Click open any email, then click the 3 dots to see Affinity for Outlook appear.

7. Once you’ve successfully downloaded the add-in, check out one of the following based on whether you’re using the Affinity CRM or Affinity for Salesforce:
   1. Affinity CRM - How to use Affinity’s Outlook Add-in
   2. Affinity for Salesforce - How to use Affinity’s Outlook add-in

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

In addition to Microsoft’s article on Outlook add-ins, you can follow the steps below:

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 the Affinity for Outlook add-in (see the section titled “How to assign the Affinity permission set to users” in the article How to install/update Affinity’s Managed Package in Salesforce).
3. Now, open your Outlook desktop application to access your add-ins:
   1. Windows users: Click the Files tab at the very top of your screen, then click Manage Add-ins.
   2. Mac users: Click the Tools tab at the very top of your screen, then click Get Add-ins.

4. Search for Affinity for Outlook, then download the add-in.

5. Once you’ve successfully downloaded the add-in, check out one of the following based on whether you’re using the Affinity CRM or Affinity for Salesforce:
   1. Affinity CRM - How to use Affinity’s Outlook Add-in
   2. Affinity for Salesforce - How to use Affinity’s Outlook 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 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

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.

Outlook Desktop for Windows

1. Open the Affinity for Outlook add-in.
2. Right click the side panel.
3. Select Refresh.

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.

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

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.

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

1. Click File to open additional options.

2. Select Office Account, and select Manage Settings.

3. Check the box for Enable optional connected experiences, then click OK and restart Outlook.

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

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).

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.

2. Click on Privacy.

3. Click Manage Connected Experiences.

4. 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 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.