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Microsoft 365 plugin - Share button and Task Type

edited Jul 17, 2025 5:05PM in Sales 1 comment

Hello Everyone.

Could someone please help clarify the following, as we are still getting familiar with the Oracle Sales for Outlook?

The business expects that using the Share button in Outlook should automatically create a Task under the Activities of the Account. However, this functionality is not working as expected. Could someone confirm the intended behavior of the Share button?

Additionally, we've encountered another issue, when creating a follow-up task, we are unable to select any value from the LOV for the "Type" field. We checked the layout configuration, but it only allows adding or removing fields and does not offer any option to configure the LOV.

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