Using Oracle CRM On Demand Integration for Office
Oracle CRM On Demand Integration for Office is comprised of the following downloadable template files:
These template files insert special toolbars into Microsoft Word and Microsoft Excel. Using these toolbars, you can manipulate Oracle CRM On Demand data in Microsoft Word or Excel to create direct mail, mass email, refreshable offline reports, and lists of contacts (called segments) for use in marketing campaigns.
The following sections describe how to use the Oracle CRM On Demand Integration for Office templates:
NOTE: To use Oracle CRM On Demand Integration for Office, your administrator must have enabled Web Services in Oracle CRM On Demand.
NOTE: Networks that leverage authenticated proxies are not supported.
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