CRM On Demand - Administration (MOSC)

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Outlook Email Integration Tool Replacement

edited Feb 14, 2020 4:00AM in CRM On Demand - Administration (MOSC) 1 commentAnswered

Seems the Outlook Email Integration Tool, which is a plug-in for Outlook to dynamically move emails from Outlook into a selected CRM record, is not supported by more recent versions of Outlook, specifically Office 365.  We are currently holding some users back on older versions of Windows/Office so they can continue to use the tool, but this is not sustainable, our technology teams needs to keep all our systems updated and in sync.  Oracle said updating the tool is not in their roadmap.

Guess my question is if anyone else has dealt with this challenge and found a solution.  The CRM Desktop tool does not provide this functionality.  My users can "manually" create a task record and copy and paste information from Outlook into the Task to mimic how the OEI tool works, but this is very clumsy and takes much longer.  Also we have a team that will take one message and save this to 10 to 30 Opportunity records at one time, making the manual option much harder.  We can also have them submit these for imports, but also very clumsy

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