Outlook
Discussion List
-
How to Customize "Create Follow up Task" (Task Information) Layout in Oracle for Outlook (Redwood)?Summary: I would like to customize Task Information page so that it will have different layout based on Activity Type. Here is the flow to find the "Create Follow up Tas… -
Microsoft 365 integration with Oracle Sales Redwood across multiple domainsSummary: We are implementing Oracle CX Sales for a customer and will extend it to their portfolio companies in later phases. As part of this process, we need to integrat…Sank1904 41 views 8 comments 0 points Most recent by Mullamuri Mallikharjuna Rao-Support-Oracle Sales
-
How to customize Create Task layout for Oracle Sales for Outlook (Redwood) App?Summary: One of the great features of Oracle Sales for Outlook (Redwood) App is that users can create follow-up task without leaving their Outlook. This features is wide…
-
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 -
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
-
Video: Integrating Microsoft Exchange with CX SalesIntegrating Microsoft Exchange with CX Sales: Direct integration between Microsoft Exchange
-
Authentication problem into CX from Microsoft 365 for Redwood UX add-inSummary: If the incorrect login details are entered for CX Sales when logging in from Outlook using the new Microsoft 365 for Redwood UX add-in, after two failed attempt…
-
How can I not see "Contacts not in Sales" in the Outlook Plugin side panelSummary: In the Outlook Side Panel, people who are part of our company show up as "Contacts not in Sales" Is there a way to not show contacts from our organization who a…
-
Cisco AMP and OSC Outlook AddInSummary Any workaround for Outlook AddIn when ScriptControl (wshom.ocx) is enabled?Content Hi, we have Cisco AMP installed, and with increased frequency of cyberincidenc… -
What is a "Setup User" in Oracle Engagement Cloud? (to set up Redwood version of OEC Outlook plugin)Summary: We're attempting to follow instructions from Oracle to upgrade to a newer version of an Oracle plugin in Outlook that creates contacts in Oracle Engagement Clou… -
Prevent Outlook invites to attendees via Bi-Directional syncSummary: Enable Bi-Directional sync between CX Sales & Outlook for Appointments but prevent Outlook invites from getting sent to attendees. Is there way to enable this u…
-
information/videos on Microsoft 365 works with CRMSummary: We just implemented 365 with the CRM. Would like any training material Content (please ensure you mask any confidential information): Version (include the versi…
-
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…
-
Can ORACLE Fusion (CX Sales) integrate an external system using protocol POP3 or IMAP or MAPI ?Summary: We are required to verify CX sales customer emails with an external email verification system using the POP3 or IMAP or MAPI protocols. Content (please ensure y… -
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…
-
Outlook PagesSummary Outlook Pages CustomizationContent Hi All, I have below set of questions regarding outlook pages : * Is it possible to make some fields read-only in outlook page… -
How to get related contact of a Opportunites/Leads in OutlookSummary How to get related contact of a Opportunites/Leads in OutlookContent Hi Is there any way to get contact auto populated when we update Opportunity / Lead in field…
-
CRM for MS Outlook Icon was Disabled (Greyed Out)Summary: CRM for MS Outlook Icon was Disabled (Greyed Out) Content (required): Hi, CRM for MS Outlook Icon was Disabled (Greyed Out) and we are not able to do any synchr…
-
Office 365 - conditional layout based on hidden field valueSummary How to display layouts conditionally based on a value of a hidden fieldContent Hi team, We have a requirement where we would like to display different UI layouts…
-
Share Emails with Oracle sales cloud from OutlookSummary Share Emails with Oracle sales cloud from OutlookContent Hi All, We are looking the process of synching emails as activities from sales cloud outlook to CRM. We …
-
Oracle CX integration with Microsoft ExchangeSummary: Oracle CX integration with Microsoft Exchange Content (please ensure you mask any confidential information): Hi All, We are trying to integrate with Microsoft E…
-
Unable to Create Appointment in Redwood O365 pluginSummary: Redwood O365 plugin page we are unable to create appointment and we have only option create follow up task option in plugin. Can you please suggest the way to e…
-
Outlook Integration and opportunity revenue itemsSummary: While using Outlook Integration, in opportunity object we would like to customize the part related to the Revenue items (or revenue lines) - is there anyone who… -
how to enable custom actions in opportunity page in Microsoft 365 integration with redwood salesSummary: We have enabled outlook integration for oracle cx sales, but we are not able to display standard and custom actions in Opportunity pages in outlook Content (ple…
-
Outlook 365: Searching from Saved SearchSearching in the Outlook Add-in from a saved search returns all records that I can see instead of records in the saved search. Is this a current limitation of the system… -
Any one implemented Microsoft teams with fusion cx?Summary: Any one implemented Microsoft teams with fusion cx? We have to do set up in microsoft application and ODA application . and later enter details in fusion CX app…
-
23D New Feature - SUMMARY OF CALLS TO LOG, ALLOWING USERS TO ENTER MEETING NOTES AND OUTCOMESummary: Hello, we just had our development environments upgraded to 23D and we saw the new feature (SUMMARY OF CALLS TO LOG, ALLOWING USERS TO ENTER MEETING NOTES AND O…
-
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…