Outlook
Discussion List
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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… -
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 … -
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 …
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Microsoft Tenant ID in Office 365 integrationSummary: While performing outlook setup in Sales, I came across an additional attribute called 'Microsoft Tenant ID', is this mandatory? as this attribute is not seen in…
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How to allow access to CX Sales for Outlook 365 for Users with "Sales Restricted User Rep" Role**This post was created as part of a How to Service Request (SR) Release: 22B Summary of the question: How to allow access to CX Sales for Outlook 365 for Users with a "…
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What is the PVO for Manage Customer that I can use from Sales Cloud?Summary I need to get a value of attribute from Customer Account. The default sales person.Content Sales Person details are stored in DFF fields in Customer Account. I n…
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How to find reports for outlook (Microsoft Office 365) usage?**This post was created as part of a How to Service Request (SR) Release: 22A Summary of the question: How to find reports for outlook usage? Would need to see how much …Cristian Dinu-Support-Oracle 51 views 2 comments 0 points Most recent by Cristian Dinu-Support-Oracle Sales
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How to disable any data synchronization from CX Sales to Office 365, but sync only from O365 to OSC?** This post was created as part of a How to Service request (SR) Release: 22A Summary of the question: How to disable any data synchronization from CX Sales to Office 3…
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The Microsoft tokens have expired. Sign into the Microsoft 365 add-in again. (ZPS_365-5685020)Summary: Hi, We are getting the error "The Microsoft tokens have expired. Sign into the Microsoft 365 add-in again. (ZPS_365-5685020)" on our Outlook Integrator for Orac…
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O365 Outlook Plugin - Ability to bulk share emailsSummary: Bulk sharing of emails with CX Sales application utilising Plugin. Content (required): Business users are using Mail Merge to send content to Contacts in bulk. …
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How to get related Opportunites/Leads of a contact in OutlookSummary How to get related Opportunites/Leads of a contact in OutlookContent Hi While drafting email from Outlook and if we enter email id in the To field and click on s…
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How To Get Sales Lead Custom Field Show Up As Attribute In Lead Assignment ConditionContent Hi, I just created a new text formula field and I want it to use as a condition in a Sales Lead Assignment Rule. It doesn't show there currently and my question …User_2025-07-18-06-07-44-367 24 views 2 comments 1 point Most recent by Marian Platonov Incentive Compensation
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Outlook desktop client version needed for O365 Add-in usageContent Hi, Does anyone know where to find the latest documentation on which Outlook Desktop client a user needs in order to access the O365 Add-in? When we went live wi…User_2025-01-28-01-29-38-878 30 views 3 comments 0 points Most recent by User_2025-01-28-01-29-38-878 Sales