intelliflo Outlook Integration – Download Links
Latest Version download links for IT:
Individual Desktops (Non-RDS Platform)
If your organization is deploying Implicit Outlook integration on individual desktops (Non-RDS platfrom), please download and deploy the following MSIs:
64-bit MSI
Download 64-bit MSI
32-bit MSI
Download 32-bit MSI
Alternatively, you can install this executable on users’ desktops:
Download Implicit Desktop AppFor RDS Platform
If your organization is deploying Implicit Outlook integration on Citrix, Remote Desktop or VDI platforms, please provide the following link to your IT administrators: please download and deploy the following MSIs:
64-bit MSI
Download 64-bit MSI
32-bit MSI
Download 32-bit MSI
Alternatively, install the executable installer on the RD session host server:
Download Implicit Desktop AppMixed RDS and Standalone Workstations
If your organization is deploying Implicit Outlook integration in a mixed environment that combines standalone and RDS workstation, please use the RDS version.
intelliflo Outlook Integration Version 4.2.3
New functionality
- Added the ability to archive emails as ‘.msg’ or ‘.eml’ file formats.
Platform Updates
- Added support for .NET 10 Desktop Runtime
- Updated libraries per Microsoft security updates
intelliflo Outlook Integration Version 4.1.10
New functionality
- Added the ability for users to specify categories, sub-categories and status of documents when archiving emails as documents and when archiving attachments as separate documents.
- Applied exclusion list of internal domain names to side-panel. When emails are received from or sent to internal staff who are also clients in intelliflo office, the side-panel will not display their information.
Microsoft will start retiring Exchange Web Services on October 1, 2026. This will be a gradual process, leading to full EWS retirement on April1, 2027. Implicit for Outlook was designed from ground up to use the new Graph API that Microsoft recommends. However, there is currently one single dependency in EWS that is not supported by Graph and that is the ability to suppress sending invites to meeting participants in one of the following two scenarios:
- Upon the initial synchronization of meetings that pre-existed in intelliflo office prior to the installation of Implicit for Outlook. The assumption is that meeting invites have already been sent to clients and leads when those meetings were scheduled and sending invites again when these meetings are synced to Outlook will be undesirable and confusing to both client and advisors.
- When users add notes to meetings in IO after meetings are held, clients will receive meeting invites again with these notes.
In both scenarios, sending meeting invites upon synchronization from IO to Outlook is undesirable. With EWS, we were able to suppress the invites, but with Graph API it is not possible.
As a result, starting with version 4.1.9 we made the following two changes:
- For new installations of the software, pre-existing meetings in IO are not synced to Outlook. Only new meetings are synced.
- By default, notes are not synced between IO and Outlook in either direction. Users have the option of enabling the synchronization of notes from Outlook to IO only. It is therefore highly recommended that if you wish to add notes after a meeting, that you do so in Outlook and sync them to IO.
intelliflo Outlook Integration Version 4.1.7
For IT – Updating Implicit Desktop App
Non-RDS Platform (Individual Desktops)
To upgrade Implicit Desktop App to version 4.1.7, please download and deploy the following MSIs:
64-bit MSI
Download 64-bit MSI
32-bit MSI
Download 32-bit MSI
Alternatively, you can install this executable on users’ desktops:
Download Implicit Desktop AppRDS Platform
64-bit MSI
Download 64-bit MSI
32-bit MSI
Download 32-bit MSI
Alternatively, install the executable installer on the RD session host server:
Download Implicit Desktop AppMixed RDS and Standalone workstations
For mixed environment, please use the RDS version.
New functionality and usability improvements
- Added additional security support for Microsoft Entra device identity (device-level authentication).
- Added support for shared non-delegated accounts.
- To simplify the creation of rules to archive all emails from/to clients and leads, we’ve added a set of checkboxes in the rules engine interface to automatically create those rules for users.
Bug Fixes
- Fixed a bug related to caching of emails used for auto-archving.
- Implemented workaround for users who were unable to retrieve group settings from intelliflo store.
intelliflo Outlook Integration Version 4.1.0
For IT – Updating Implicit Desktop App
Non-RDS Platform (Individual Desktops)
To upgrade Implicit Desktop App to version 4.1.0, please download and deploy the following MSIs:
64-bit MSI
Download 64-bit MSI
32-bit MSI
Download 32-bit MSI
Alternatively, you can install this executable on users’ desktops:
Download Implicit Desktop AppRDS Platform
64-bit MSI
Download 64-bit MSI
32-bit MSI
Download 32-bit MSI
Alternatively, install the executable installer on the RD session host server:
Download Implicit Desktop AppMixed RDS and Standalone workstations
For mixed environment, please use the RDS version.
New functionality and usability improvements
- Archive emails as documents directly from side panel
A new “Archive email as Document” function is added to the client/lead section on the side-panel. - Domains Exclusion list added to the group settings on the intelliflo store
intelliflo admins are now able to specify a list of domain names to exclude from auto-archiving. This is particularly useful when internal employees have clients’ records in intelliflo office. The exclusion list allows admins to prevent any internal mail from being auto archived in intelliflo office. - Exclusion list added to auto-archiving configuration for each user
Users are now able to specify a list of email addresses and domain names to exclude from auto-archiving rules (user-level). - Outlook category is set for archived emails
Emails that have been archived to intelliflo office (either manually or automatically) are now marked with green category in Outlook. - Archive after send
Email archiving for sent emails has been modified to archive emails only after they have been sent. Combined with performance optimization for retrieving emails from Microsoft 365, this functionality allows users to mark emails for archiving after the emails are sent, eliminating the need for users to ensure that sent emails are not modified after they have been archived in intelliflo office. - Access denied error
Instead of getting “Access Denied” error when trying to archive emails from accounts in Outlook that are different than the primary mailbox that was linked to their intelliflo office account, users will be notified that only the linked mailbox can be used for archiving. - Separate Master plans from Top Ups
Master plans are separated from Top Ups in the list of records for email archiving and are marked as “Master”. - ‘Refresh’ button is added
Instead of having to refresh the whole side-panel when records are added or modified in intelliflo office, users can now refresh only the specific class: service cases, plans or tasks. - Change in the behavior of clients/leads search
Instead of forcing users to wait until the first page-worth of clients/leads list is retrieved, the search window goes directly into search mode where users can immediately search for clients by entering filters.
Authentication Support
- Entra Token Protection Mode
Version 4.1.0 supports Microsoft Entra Token Protection for customers requiring higher level of security for user and device authentication when signing in to Microsoft 365.
Performance Improvements
- Clients / Leads caching
To improve performance of Implicit for Outlook and minimize the load on the intelliflo office servers, clients and leads are cached on the desktop. - Groups settings caching
To eliminated unnecessary calls to intelliflo store, groups settings are cached and refreshed every 12 hours
Bug Fixes
- Auto-Archiving rules applied to all email recipients
When rules are defined to archive emails to all clients/leads, these rules are now applied to all email recipients. - Email archiving to joint records
A visual indication to users which records are joint, so they don’t try to archive to non-joint records.
- “.NET Error – Could not load file or library”
This error happens when Microsoft pushes an update to .NET desktop runtime but is unable to restart applications that are running on the desktop (Microsoft bug). To prevent this error, the Implicit Desktop App monitors .NET desktop version and if it detects an upgrade, it automatically restarts itself. This is done in the background without any user involvement.
intelliflo Outlook Integration Version 4.0.16
Updating intelliflo Outlook integration
If you have permissions to install software on your desktop, click “Update Now”.
If you need to ask IT to grant you permissions to install, please do so and then click “Update Now”.
Otherwise, if the software has been centrally deployed by your IT admin, please ask your IT to update the software by following the instructions at: IT deployment of Implicit Desktop App
New functionality and improvements included in this release
- Changes to manual archiving of outgoing emails
To shorten the time that it took outgoing emails to be archived in intelliflo office, the logic has been changed to archive the outgoing emails in real-time before they are sent, instead of waiting to retrieve them from Microsoft 365 after sending. - Added “Quick Archive” to side-panel in email compose mode
“Quick Archive” button (email envelopes) was added to each record on the side panel in email compose mode. - Added Refresh buttons at each record level
When updating a record in intelliflo office, user can simply click the ‘Refresh’ button at the record level to see the updates in the side-panel. - Archiving to joint clients from side-panel
Added an “Always archive email to joint client” option directly from side-panel. - Adding clients’ names to synced meetings
Upon syncing meetings, clients’ names are added in brackets at the beginning of the meeting subject line. - Support for mixed shared mailboxes that are also added to Outlook as accounts
Support for shared 365 mailboxes are also added to Outlook as separate accounts. - UI changes to the side-panel toolbar
- Set default action to archive email
User can now access the archiving tool by clicking the archive button without having to select it from the drop-down. - Changed calendar sync icon.
- Set default action to archive email
Bug fixes included in this release
- Private Emails
Archived emails are not marked as private so they can be accessed and viewed by other users. - Green checkmarks for auto-archiving
The green checkmarks that indicates that emails were archived are now working for auto-archiving of sent emails. - Outlook Web edition (Edge)
Fix for a bug that was deployed by Microsoft as an update to Edge browser. - Documents were not linked to joint clients
- Scanning all recipients when sending emailsWhen composing an email, side panel scans the list of email recipients and identifies intelliflo office clients regardless of where they are included in the TO/CC list.