How to Install Revenue Inbox (Web/Cloud Implementation) from an XML Manifest File or URL

Office 365

This tutorial contains instructions to help users and local administrators to install the Revenue Inbox Outlook Add-In from a Manifest file (.xml) or URL.

Installing the Revenue Inbox for Salesforce Add-In in Office 365

To install the Revenue Inbox Add-In, do the following:

1. Open the Office 365 Outlook apps management link: https://outlook.office.com/owa/?path=/options/manageapps

 

2. Enter your login (email address) used to access Office 365 and click Next.

 

3. Enter your password and click Sign In.

 

4. If your login credentials were entered correctly, the Manage add-in page opens. On this page, click the + (Add) button.

  5. You can install the Add-In from one of the following sources

      5.1. Add from the Office Store. At the Office Store page that opens, search for Revenue Inbox for Salesforce, open the Add-In’s page and click Add. Note, this option is applicable only for the Revenue Inbox for Salesforce product. Other (customized) product implementations should be installed either from an URL, a manifest file, or an .MSI file.

      5.2. Add from a URL

  • In the URL field of the pane that appears, enter the full link leading to the Revenue Inbox installation (.xml manifest) file provided by RevenueGrid.com and click Next.

  • On the next page, click Install

      5.3. Add from File

  • Click Browse in the pane that appears

  • In the Explorer window, navigate to the .xml manifest file provided by RevenueGrid.com and click Open and then Next

  • In the following dialog, click Continue

The Revenue Inbox Add-In will appear in the list of available apps.

 

6. To verify that the Revenue Inbox Add-In was installed successfully, check that the new Salesforce ribbon group appeared in the Home tab in MS Outlook.

 

 

Installing the Revenue Inbox for Salesforce Add-In for MS Exchange on Premises

To install the Revenue Inbox Add-In, do the following:

1. Navigate to Outlook on the web page of the user’s organization

 

2. Enter your login (domain / user name) and password into designated fields and click Sign in.

 

3. If your username and password are correct, the Mail page (the Inbox by the default) opens.

  4. Click the Menu icon and select Options in the upper right corner of the window

 

5. Click the General tab and choose Manage add-ins.

 

6. Click the + (Add) button and then choose the source you want to install Revenue Inbox for Salesforce from.

You can install the Add-In from one of the following sources

      6.1. Add from the Office Store. At the Office Store page that opens, search for Revenue Inbox for Salesforce, open the Add-In’s page and click Add. Note, this option is applicable only for the Revenue Inbox for Salesforce product. Other (customized) product implementations should be installed either from an URL, a manifest file, or an .MSI file.

 

       6.2. Install from a URL

  • In the URL field of the pane that appears, enter the full link leading to the Revenue Inbox installation (.xml manifest) file provided by RevenueGrid.com and click Next.

  • On the next page, click Install

 

       6.3. Install from an .xml file (manifest)

  • Click Browse in the pane that appears

  • In the Explorer window, navigate to the .xml manifest file provided by RevenueGrid.com and click Open and then Next

  • On the following page, click Install

Revenue Inbox Add-In will appear in the list of available Outlook apps.

 

7. To verify that the Revenue Inbox Add-In was installed successfully, check that the new Salesforce ribbon group appeared in the Home tab in MS Outlook.