Outlook
Discussion List
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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…
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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…
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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…User_2025-01-28-19-55-23-314 28 views 1 comment 0 points Most recent by Ravindra Sirigiri-Support-Oracle Sales -
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 …
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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…
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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…
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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…
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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…
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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?
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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…
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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 42 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)…