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Install and run RG Email Sidebar for Microsoft 365

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This article describes how to get the RG Email Sidebar up and running for Outlook for Windows or Outlook on the Web, provided it is part of the Microsoft 365 suite and you use a Salesforce account to log in.

To learn how to install and run RG Email Sidebar for all configurations, including MS Exchange, Salesforce Sandbox, and Customer/Partner Community, refer to the Install and run RG Email Sidebar for Microsoft Exchange and Microsoft 365 (all configurations) article.

If you are a local administrator deploying the RG Email Sidebar for multiple users in your organization, please refer to the Mass Deployment of the Add-In (Microsoft 365) article.

Install RG Email Sidebar App

Important

Before using the RG Email Sidebar in MS Outlook Desktop on Windows, ensure you have the latest version of MS Edge installed. MS Edge is required to render the RG Email Sidebar in MS Outlook.

You can install the RG Email Sidebar in your Microsoft 365 email client—whether you are using Outlook for Windows or Outlook on the Web—using one of the following methods:

If you need to install RG Email Sidebar in Outlook for Mac, please refer to Install Email Sidebar in MS Outlook for Mac.

Installation via the Microsoft App Store

Follow these steps to install the RG Email Sidebar using the Microsoft App Store:

  1. In Outlook, open the App Store using one of these methods:

    • While Composing a New Email or Reply: Go to the Message tab on the ribbon, then in the Add-ins group, click Apps > Add apps.

    MessageTab.png

    • While Reading an Email: In the Action bar of the selected email, click the Apps icon > Add apps.

    AppsRead.png

    • From the Navigation Bar: Click More Apps > Add apps.

  2. In the App Store page that appears, type Revenue Grid in the Search box at the top of the left panel, and select Revenue Grid for Salesforce CRM from the search results.

SearchApps.png

  1. In the next dialog, click Add.

  1. Click Got it in the welcome message pop-up.

After installation, RG Email Sidebar will be available in MS Outlook across all compatible devices and configurations, including Outlook for Mac, iOS, and Android, provided you are logged in with the same account.

Installation via Revenue Grid website

Important

Before using the RG Email Sidebar in MS Outlook Desktop on Windows, ensure you have the latest version of MS Edge installed. MS Edge is required to render the RG Email Sidebar in MS Outlook.

Another way to install the RG Email Sidebar for your Microsoft 365 email client is to use the dedicated Getting Started page on the Revenue Grid website.

  1. Go to the Getting Started page.

  2. Select the Office 365 option. You will be directed to the Revenue Grid for Salesforce CRM app page on Microsoft AppSource.

  1. Click Get it now.

  1. Enter the email address of your Microsoft 365 account and click Sign in.

  1. In the following dialog, enter your Microsoft 365 login credentials or select an account from the list if available.

  1. In the next dialog, click Get it now to confirm your details and continue.

Now the Sidebar application is successfully added to your Microsoft 365 account.

After installation, RG Email Sidebar will be available in MS Outlook across all compatible devices and configurations, including Outlook for Mac, iOS, and Android, provided you are logged in with the same account.

Run RG Email Sidebar

Note

Logging into RGES is not instant. Depending on the number of email messages in your mailbox and items in your calendar, logging in may take several minutes. During the login process, RGES will match all your existing correspondence and calendar items with your Salesforce records. This process is performed only once per account.

Once you have installed the RG Email Sidebar app for your Microsoft 365 email client, follow these steps to start using it:

  1. Open the Sidebar
  2. Log in with the Salesforce account
  3. Activate RG Sync engine

Open the Sidebar

To open the RG Email Sidebar in Outlook:

  • Find and click the Revenue Grid for Salesforce icon.

The location of the icon depends on the mode you are using:

  • Reading an Email (Read Mode): The Revenue Grid for Salesforce icon will be in the action bar of the selected message, either as a separate icon or within the Apps menu.

Note

If multiple add-ins are installed, the Revenue Grid for Salesforce CRM icon may be hidden under the three dots.

  • Composing a New Message or Replying (Compose Mode): The Revenue Grid for Salesforce icon will be in the Message tab of the ribbon, either as a separate icon or within the Apps menu.

  • Calendar Events: Regardless of the current mode, the Revenue Grid for Salesforce icon is displayed in a separate section on the ribbon.

If you cannot find the Revenue Grid for Salesforce CRM icon in your Outlook after installation, refer to the troubleshooting article for assistance.

Pin the Revenue Grid for Salesforce icon

If you have many add-ins installed, you can constantly display the Revenue Grid for Salesforce CRM icon on the ribbon or action bar.

  • For Emails in Read and Compose Modes:

    1. Click the Apps icon on the ribbon or action bar.
    2. Right-click on the Revenue Grid for Salesforce CRM icon.
    3. Click Pin.

  • For Calendar Events:

    1. Go to Settings > Calendar > Customize actions.
    2. Select the Revenue Grid for Salesforce CRM checkbox.
    3. Click Save to apply the changes.

Log in with the Salesforce account

Note

The local RGES administrator can also perform this step in bulk for multiple end-users. For more information, refer to this article.

  1. Click Salesforce Account. A Salesforce authorization dialog will appear.

  1. Enter your Salesforce credentials on the login page or select a previously saved account, then click Log In.

Note

The screenshot above shows a standard Salesforce login window. The appearance may vary depending on your Salesforce configuration.

  1. Click Allow to grant the RG Email Sidebar permission to access your Salesforce data.

Once the authorization is complete, the Sidebar’s home page will be displayed.

Activate synchronization

After logging in to RG Email Sidebar with your Salesforce account, you will be prompted to connect to your Microsoft 365 account to enable RG Sync Engine.

If you skip this step, you can still use the Sidebar, but key features that rely on RGES Sync will not be available. For more details, refer to key functions carried out by RGES Sync.

Important

If you use multiple mailboxes (not aliases), make sure to authorize RGES Sync for the same mailbox where you installed the Add-in. Otherwise, the Sync Engine functions may not work properly even though RGES Sync appears to be running.

To activate RG Sync Engine:

  1. Click Connect to Office 365. A Microsoft 365 authorization dialog will appear.

  1. Enter your Microsoft 365 login credentials or select an account from the list if available.

  1. Click Accept to grant Revenue Grid permission to work with your Microsoft 365 data. This step may be skipped if permissions were granted earlier by you or your administrator.

After access is authorized, RGES Sync will run every 30 minutes, 24/7, for this email account.

To learn which emails and calendar items in Microsoft 365 will be auto-saved in Salesforce after setting up Revenue Grid synchronization, refer to Historical Sync and Time Zone Matching.

You can update both Microsoft 365 and Salesforce accounts in sync settings later. For instructions, refer to this article.

You can also pause or completely disable synchronization as needed.

Install the Managed package in Salesforce (admins only)

To enable the full scope of features offered by RG Email Sidebar several minor adjustments must be made in your Salesforce Org’s configuration; installing the Revenue Grid managed package allows to accomplish that quickly and effortlessly. Follow the above link for complete information about the package.

Important

RG Email Sidebar follows a key principle: each email account is connected to a single Salesforce account. Therefore, a business email account cannot be linked to multiple Salesforce accounts, and multiple Salesforce accounts cannot be linked to the same email account via RGES.

If such a setup is needed, a workaround is to configure each email account to connect to a separate Salesforce account within the same organization.

Additionally, RGES can automatically recognize and match Microsoft Exchange or Microsoft 365 aliases associated with the same email account.