Outlook
Discussion List
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How to make all fields visible for CX Sales for Microsoft 365?Some of the standard fields cannot be searched in the Available Fields and be added on the Details page. How to make all fields available? -
In NGS in the Oracle Sales for Outlook panel, I want to be able to see the Subject or Title to editSummary: For tracking appointments, we have a naming convention that we use internally that we don't want to have visible externally in the calendar invite. With the lat…
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Trigger behaviour in Microsoft 365 IntegrationSummary: Hi Team, We do have Microsoft 365 integration turned on for sales. Users do create opportunities via plugin . But it appears the field level triggers configured…
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Looking for clarification on having sales people be listed as contacts vs only being resourcesSummary: We have our sales people created as Contacts in CRM. They are also Resources. When we are using the latest Outlook plugin and it is having an issue with some of…
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How to send Sales cloud Account's audit history through mail ?Hi Everyone I have a requirement that I need to send sales cloud Account's Audit history through a mail to specific person in order to notify the recent changes . Kindly…
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Outlook 365: Can the list view field be modified to show a string instead of a value?Summary: We have boolean fields and would like to change what are shown in the list view instead of the value "true". Content (required): We have boolean fields and woul… -
Contact search using email address in CX Sales for Microsoft 365Content (required): Hi, Is it possible to search for a Contact using a contact's email address in the CX Sales 365 side panel in Outlook? Currently, the user is only abl…
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Office 365 Integration QuestionsSummary: Office 365 Integration Questions Content (required): Is there any SQL injection risk when implementing this feature into Outlook? Is there any data stored on th…
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Creating appointments through the CX Sales side panel in Outlook 365Summary: Outlook 365 side panel creation of appointment activity Content (required): When an appointment (activity) is created through the CX Sales side panel in Outlook…
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CX Sales + Microsoft Teams capabilitiesSummary: Once MS Teams is integrated with Sales - How it can be put to use apart from book example below, 1. Directly from the opportunity UI, salespeople can simply cli…
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Is there a way to create an Account as part of adding a Contact in the O365 Outlook UI?Summary: When I am in Outlook and am adding a contact as part of an email, and the contact and account the contact works for are not in CX Sales. I can Create the Contac…
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Sales Cloud Outlook integrationSummary: Need to enable outlook integration but customer is not using Microsoft 365. Content (required): How to proceed on outlook integration. Version (include the vers…
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Replacement Options for Oracle Social Network That Works for CX Sales MobileSummary: We are attempting to implement Oracle Social Network(OSN) as we need a method of communication where users can message and collaborate between each other on the…
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Is there a way to see the PartyID of the contact that is in OutlookSummary: **This post was created as part of a How to Service Request (SR) Release: 23A Content (required): When I am in Outlook, is there a way to see the PartyID of the…Suri Natarajan-Oracle 91 views 6 comments 0 points Most recent by George-Enache-support-Oracle Sales
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Multiple contacts getting copied to CRM from Outlook - how to I delete or reconcileSummary: **This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: Customer has multiple contacts in my Outlook from various…
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How to personalize the add-in by changing the Oracle logo into our company logo**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to personalize the add-in by changing the Oracle logo into our…Suri Natarajan-Oracle 41 views 4 comments 0 points Most recent by Mihaela Anghel-Support-Oracle Sales
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Is it possible to connect Office 365 with multiple AzureSummary: The client is using multiple Azure accounts specific to the region so how to establish an office 365 connection with multiple Azure accounts? Content (required)… -
How to auto sync outlook emails as tasks in Microsoft 365 without sharingSummary: Avoid manual sharing of emails as tasks, instead similar to Meetings, all emails has to get auto synced to sales application Content (required): How to auto syn…
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How to enable Microsoft 365 Integration for another Identity provider?** This post was created as part of a How to Service request (SR) Release: 22C Summary of the question: Did the initial setup of Microsoft 365 integration with default i…Kyler Thomas-Support-Oracle 52 views 2 comments 0 points Most recent by Kyler Thomas-Support-Oracle Sales -
How To Disable O365 Sync For Contacts** This post was created as part of a How to Service request (SR) Release: 22D Summary of the question: How to disable the sync between O365 and OSC for Contacts. Suppor…
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How to default task status to "In Progress" in CX Sales Mobile**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: How to default task status to "In Progress" in CX Sales Mobile In …
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How to add the O365 Plugin Automatically to the Outlook ribbon**This post was created as part of a How to Service Request (SR) Release: 22D Summary of the question: The users aren't seeing the O365 plugin automatically on the Ribbo…
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Shared Outlook Mailboxes for CX SalesSummary: Shared Outlook Mailboxes for CX Sales Content (required): We have a use case in which customer will have their own mailbox but they also have a shared mailbox w…
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Appointment sync in Outlook 365Summary: The moment I enable appointment sync, I'm receiving meeting cancellation emails. What could be the issue? Content (required): Auto cancellation of meetings. Ver…
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Does Outlook Connector need to be removed before Microsoft 365 for Sales can be deployed and work?Summary: Trying to implement Microsoft 365 for Sales. Content (required): Need to understand if all Outlook Connector needs to be removed and uninstalled from all machin… -
How to do Staged migrating from MS Office 2016 (Outlook) to Office 365 and Exchange 2016 On-Premise**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to do Staged migrating from MS Office 2016 (Outlook) to Office…
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Migration from Microsoft Outlook to Microsoft 365Summary: Hi all, We are planning to migrate from Microsoft Outlook to Microsoft 365 as Oracle is going to deprecate the current Outlook plugin. Is there any way we can c…
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How to separate the contacts that come in from CRM and my personal contacts in Microsoft 365.Summary: How to separate the contacts that come in from CRM and my personal contacts in Microsoft 365. As of now they are altogether in my contact list. Content (require…
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Microsoft Outlook Connector / Micosoft Sales 365Summary: I'd like to know if there is a script or way to uninstall Outlook Connetor all at once from all laptops. Content (required): Moving to Cloud Server . Version (i…
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Error in Sales Microsoft Outlook 365 setupSummary: Go to Setup and Maintenance Manage Microsoft 365 Enter Application ID, Key, Tenant ID Save Error Content (required): Facing following error on Save the details …