Outlook - Epic Add-In - Errors in Outlook

Problem

Users may encounter errors or functionality issues with the Epic add-in within Outlook. This guide outlines steps to diagnose and resolve common problems to restore proper integration between Outlook and Applied Epic.

Solution

Switch to Browser Mode in the Epic Add-in

• Open Microsoft Outlook.

• Locate the Attach to Epic button on the ribbon. Click the small arrow in the corner of the button.

• Select Switch to Browser from the dropdown menu.

Verify the URL for Epic Access

• In the URL input field that appears, enter: http://FOYIN01.AppliedEpic.com (or the specific server URL provided by IT/Applied Epic administrator).

• Select your preferred web browser from the dropdown list (such as Chrome, Edge, or Firefox).

• Close the URL entry window.

Switch Back to Desktop Mode

• Click the arrow next to the Attach to Epic button again.

• Select Desktop mode to return to the native Outlook integration.

• Close the window by clicking the X button.

Restart Outlook

• Fully close and reopen Outlook to refresh the add-in environment.

• Verify if the error message or issue no longer appears.

Additional Troubleshooting and Best Practices

• Update Outlook and Epic Add-in: Ensure both Microsoft Outlook and the Applied Epic add-in are updated to their latest versions. Outdated versions can cause compatibility issues. Check Microsoft 365 updates and Applied Epic’s update portal regularly.

• Verify Add-in Activation: In Outlook, go to File > Options > Add-ins. Confirm that the Epic add-in is listed under Active Application Add-ins. If it’s under Disabled or Inactive, enable it through Manage COM Add-ins.

• Clear Outlook Cache: Sometimes cached data can cause issues. Clear the Outlook cache by closing Outlook, deleting cache files, and restarting.

• Network and Server Access: Confirm that the Epic server URL (http://FOYIN01.AppliedEpic.com ) is accessible from your network and there are no firewall or proxy restrictions blocking communication.