Outlook
Discussion List
-
Transition to the Redwood UX add-in for Microsoft 365 prior to 25B (July 2025)Summary: In Update 23C, we introduced our latest (third generation) Outlook add-in – Redwood UX Add-in for Microsoft 365, which caters to task-oriented flows providing s… -
Can I migrate to the Redwood version of the Outlook Add-in without using the Next Gen Sales UI?Hello, I use the CX Sales Outlook Add-in with Outlook 365, and recently I started experiencing authentication issues. While reviewing the environment settings in the Sal…
-
Microsoft 365 plugin - remove 'Add Sales Lead' optionSummary: When viewing an email in outlook, the default contact view is shown. Option at the bottom is to ad Account, Opportunity or Sales Lead. We do not use 'Sales Lead…
-
are attachments shared with Redwood UX add-inSummary: are attachments shared with Redwood UX add-in and UI Content (please ensure you mask any confidential information): Version (include the version you are using, …
-
Outlook - The API version has been deprecatedSummary: We have enabled Office 365 integration on Jan 24. Today, users are facing this issue. Navigation: Open Outlook > Open an email > Click on the Sales Add-in > bel…
-
How to show attachments field in add-in for microsoft 365Summary: Not able to edit add-in for MS 365 Content (please ensure you mask any confidential information): I'm trying to edit the add-in for MS365, to add the attachment… -
Contacts Synched in Outlook Cannot be DeletedSummary: Contacts (tagged as Shared with Oracle) keeps re-appearing in User's Outlook (My Contacts) even after the contacts are deleted in Oracle backend via Graph API. …
-
Microsoft will end support for its Windows 10 operating systemSummary: Email received from Oracle : Microsoft will end support for its Windows 10 operating system Content (please ensure you mask any confidential information): We re…
-
Video: CX Sales Add-in for Microsoft OutlookCX Sales Add-in for Microsoft Outlook: Introducing the CX Sales add-in for Microsoft Outlook 365, bringing the power of CX Sales into the Outlook user experience -
Microsoft 365 plugin - Share button and Task TypeHello 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 …
-
Outlook Integration with Oracle CX Sales – Prerequisites and Client QuestionnaireHello Everyone, I’m planning to start the implementation of the Outlook integration with Oracle CX Sales, and I would appreciate your support on the following: What are …
-
Unable to navigate to Sync Configuration Page for Microsoft outlook integration for CX SalesHi all, We're following the below document for implementing Microsoft Outlook integration with Oracle CX Sales. However, we're finding problem with navigation. Doc Name:…
-
Queries around Outlook Integration with CX SalesHello Experts, @Padmaja Varanasi-Oracle, @Nancy Hung, @Umamaheswarareddy Ambati-Support-Oracle, @Prabha.R Oracle-Oracle, @Dimple-Nagesh-Support-Oracle, @Mullamuri Mallik…
-
How to Change the Name of a new Outlook Add-inSummary: While deploying the manifest for a new Outlook Add-in in Microsoft Azure, we initially used a different name for the ribbon. We've since updated the name both i…Yelyzaveta 2 views 2 comments 0 points Most recent by Carmen, User Assistance Oracle CX-Oracle Sales
-
Microsoft 365 plugin to Create OpportunitySummary: We are currently using the Oracle CX Sales Microsoft 365 ad-in/plugin and we've been advised that we HAVE TO upgrade as part of 25B. This is unfortunate since w…
-
Blank page appears after logging into new Outlook Add-inSummary: After connecting the new Outlook Add-in, users successfully login but are then shown a blank page instead of the expected interface. Did anybody encounter this …
-
Video: CX Sales and the Microsoft Outlook Add-inVideo: CX Sales and the Microsoft Outlook Add-in Discover how Oracle Sales Generative AI in Outlook Add-In revolutionizes the sales process by bringing AI-powered insigh…
-
How to see emails shared from Redwood Outlook plugin in SUI?Summary: Customer has the latest Redwood Outlook add-in installed, but they're using SUI. Customer shared email from Outlook to opportunity, and the e-mail is not visibl…
-
Is there a short format video demo of the latest CX sales for outlook add in and mobile app?Summary: I'm looking for short-format video demos showcasing the latest CX sales for the Outlook add-in and for the CX sales for the mobile app. Your assistance in provi…
-
Redwood Plugin Microsoft Authorization ErrorHello @all We have implemented the Outlook Redwood plugin for but we face an issue upon logging. Once the user tries to login to the plugin receives the error below: "Mi…
-
Video: Integrating Microsoft Exchange with CX SalesIntegrating Microsoft Exchange with CX Sales: Direct integration between Microsoft Exchange
-
Important Reminder: Transition to the Redwood UX add-in for Microsoft 365 prior to 25BDue to changes Microsoft is making to their APIs, anyone using the older versions of the Oracle Sales add-in for Outlook must transition to the latest version of the add…
-
Redwood addin for outlook - deactivate auto sync appointmentsSummary: In the Redwood add-in for Outlook, there is a functionality that automatically syncs all appointments that include a contact that exists in Oracle Sales Cloud. …
-
In the Redwood Outlook AddIn it asks to log in repeatedly during the same dayIt was configured according to the documentation so that users do not have to log in to the Outlook Redwood Add-In, but it is not working because it requires us to log i…
-
CX Outlook Add-in - Can Appointments be created within the Add-in similar to Tasks?On the Outlook add-in configuration page, we can add an option for opening Tasks in CX, but this option does not appear for Appointments. Can this be done? Perhaps this …
-
Video: Configuring CX Sales Outlook Add-inConfiguring CX Sales Outlook Add-in: Tailor the CX Sales Outlok add-in experience for your business and your requirements
-
How to share a full email chain via the office 365 plugin?When users share an email from the Office 365 plugin (redwood version), it only shares that specific email, not the full past conversation. I know that once the email is…
-
Create an Opportunity in Oracle Sales for OutlookWhen using the new Oracle Sales for Outlook add-in, clicking Create Opportunity is taking users to Saved Searches, and not an Opportunity Creation. If a user tried to cr… -
CX Sales integration for Outlook with Microsoft Exchange On-PremSummary: Oracle supports integration of CX Sales & Outlook if the customer uses Microsoft Online Exchange (MS365). However, our customer uses Microsoft On-Prem Exchange.… -
Can we create custom Java scripts in Email Templates in Oracle CX Sales Classic?Summary: I must replace the comma with a new line character for a CX Sales String field that I used in the Email Template. Example: String str = "PRODUCT1, PRODUCT2, PRO…