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Using Oracle CRM On Demand Integration for Office

Oracle CRM On Demand Integration for Office is comprised of the following downloadable template files:

  • Mail Merge for Word
  • Reports and Analysis for Excel
  • Segmentation Wizard

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:

  • Using Mail Merge for Word. Describes the On Demand Integration toolbar in Microsoft Word, provides information about opening Mail Merge for Word templates properly, and explains how to create a direct mailing or mass email in Microsoft Word using data from Oracle CRM On Demand.
  • Using Reports and Analysis for Excel. Describes the On Demand Integration toolbar in Microsoft Excel, provides background information about creating reports using the Reports and Analysis for Excel template, and describes how to run existing reports and create new reports using the Reports and Analysis for Excel template.
  • Using Segmentation Wizard. Describes the Target Builder toolbar in Microsoft Excel, provides background information about segment types, and describes how to create, upload, and export segments.

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.


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.