Install the RE NXT Outlook add-in and ensure you can send emails from your Outlook 365 web account using that. Also, ensure that the Outlook 2013 desktop app is using the same account that is set up in your Outlook 365 web account. If these are set up, here's how to use the RE NXT Outlook add-in in the Outlook 2013 desktop app:

(Note: The Raiser's Edge NXT Add-in for Outlook works between Outlook 365 and The Raiser's Edge NXT Web View. The add-in does not interface with the Raiser's Edge Database View as Outlook Integration in Blackbaud Hosting Services does not integrate with Microsoft Office 365.)


1. Open Outlook 2013 and start a new email message.

2. Click on Message tab. Then find and click on Apps for Office below:
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3. In the new Apps for Office window, click on Raiser's Edge NXT and then click Start.
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4. The app will open within the email message:
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5. Enter an email in the To field.

6. Click on the blue circle arrows in Raiser's Edge NXT app to search constituent records.

7. Matching records will appear -- either just one, or click on the match in the results to open its details.

8. Type your email message: 
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9. Press Send to send the email and add the action to The Raiser's Edge NXT. Optionally, you can review some action details before sending via the following steps:

10. Click Add action button:
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11. Select the Action type and set the Action date. (The action category will save as Email.). Click Edit notes.
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12.  The email will appear in a text box, which saves as an Action Notepad. Click Save action to add it to Raiser's Edge NXT. 
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13. You'll receive a success message when it's added. Then click Send to send the email message.
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