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Getting Started with Your Oracle Sales Cloud Implementation
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17 Setting Up Microsoft Outlook

This chapter contains the following:

Overview of Oracle Fusion CRM for Microsoft Outlook

Overview of Oracle Fusion CRM for Microsoft Outlook Installation

Installing the Oracle Fusion CRM for Microsoft Outlook Security Certificate

Installing the Oracle Fusion CRM for Microsoft Outlook Application

Setting Up Synchronization for Oracle Fusion CRM for Outlook

Overview of Oracle Fusion CRM for Microsoft Outlook

The Oracle Fusion CRM for Microsoft Outlook (CRM for Microsoft Outlook) application helps maximize sales productivity by providing Oracle Sales Cloud capabilities directly within Microsoft Outlook, thereby allowing sales professionals access to essential Sales Cloud data.

Summary of Features

The key features of Oracle Fusion CRM for Microsoft Outlook include the following:

  • Sales Cloud capabilities within Microsoft Outlook: Using CRM for Microsoft Outlook, all e-mails, calendar events, and tasks can be linked to the respective contact, customer, lead, or opportunity within Oracle Sales Cloud. Sales professionals can access and update customer and sales information within Microsoft Outlook.

  • Single-click sharing between Microsoft Outlook and Oracle Sales Cloud: When sending a meeting invite or an e-mail, or when setting up a task, a single click on the Share with Fusion button captures the action and updates Oracle Sales Cloud in the background.

  • Synchronization of data between Oracle Sales Cloud and Microsoft Outlook: Two-way data synchronization allows sales professionals to have a continuously updated and accurate 360-degree view of Sales Cloud data changes.

  • Synchronization Control Panel: CRM for Microsoft Outlook provides synchronization filtering capabilities, enabling the sales professional to synchronize only the most critical data from Oracle Sales Cloud. You can synchronize high-priority accounts or opportunities closing this quarter, instead of synchronizing the entire data set from Oracle Sales Cloud.

  • Offline access: The transition between online and offline modes of operation allows the sales professional in the field to use the full functionality of the product in an offline mode, and then synchronize the sales data in the next synchronization cycle.

  • Customize CRM for Microsoft Outlook: Add to the standard Microsoft Outlook view, or rearrange how the page looks, using CRM for Microsoft Outlook's customizable objects, fields, and UI layout options. For example, Custom objects, competitors or other objects that you rely on can be added to the application to cater for specific organizational or user requirements.

Overview of Oracle Fusion CRM for Microsoft Outlook Installation

This topic describes how to install Oracle Fusion CRM for Microsoft Outlook manually on each laptop or PC.

Note

It's recommended that System Integrators install Oracle Fusion CRM for Microsoft Outlook.

Before installing Oracle Fusion CRM for Microsoft Outlook you must ensure that:

  • Microsoft Outlook is installed on the laptop or PC.

  • An existing Microsoft Outlook profile is available for use with CRM for Microsoft Outlook, or a new Microsoft Outlook profile has been created.

  • The user doing the installation is a sales application user provisioned with either the Sales Representative or the Sales Manager job role, but not both. The user must not have the Sales Administrator job role assigned.

The installation steps are as follows:

  1. Install the Oracle Fusion CRM for Microsoft Outlook security certificate: The security certificate ensures the secure exchange of data between Microsoft Outlook and Oracle Sales Cloud during synchronization, and therefore must be installed on every user's laptop or PC. For the installation procedure, see Installing the Oracle Fusion CRM for Microsoft Outlook Security Certificate.

  2. Install the Oracle Fusion CRM for Microsoft Outlook application by downloading the CRM for Microsoft Outlook installer file, running the InstallShield Wizard, and entering the Oracle Sales Cloud connection information. For details, see the Installing the Oracle Fusion CRM for Microsoft Outlook Application topic in this chapter.

  3. Set up the synchronization of Oracle Fusion CRM for Microsoft Outlook. Synchronization obtains the current Oracle Sales Cloud user data and the current client deployment packages. For details, see the Setting Up Synchronization for Oracle Fusion CRM for Outlook topic.

Installing the Oracle Fusion CRM for Microsoft Outlook Security Certificate

This procedure specifies how to install the Oracle Fusion CRM for Microsoft Outlook security certificate on a laptop or PC, and it is one part of the installation of Oracle Fusion CRM for Microsoft Outlook. The security certificate ensures the secure exchange of data between Microsoft Outlook and Oracle Sales Cloud during synchronization, and therefore must be installed on every user's laptop or PC.

To install the Oracle Fusion CRM for Microsoft Outlook security certificate you must download the security certificate, add the Certificates Snap-In to the Microsoft Management Console, add the security certificate to the personal certificate store, and lastly, add the security certificate to the trusted root certification authorities store.

Note

Only one version of the Oracle Fusion CRM for Microsoft Outlook security certificate can be installed on a PC or laptop. If you require a different version of the security certificate you must uninstall the original certificate using the Microsoft Management Console.

Download the CRM for Microsoft Outlook Security Certificate

  1. Sign into Oracle Sales Cloud and select the Personalization menu, and then select the Set Preferences menu item.
  2. Select CRM for Microsoft Outlook Installer under the Preferences pane.
  3. Select the appropriate installer language, and then download the security certificate by clicking Start Download.

Add the Certificates Snap-In to the Microsoft Management Console

Add the Certificates snap-in to the Microsoft Management Console, so that you can install the CRM for Microsoft Outlook security certificate in the Personal and Trusted Root Certification Authorities store.

  1. In the Windows Start menu, select Run, and enter mmc in the Open field to open the Microsoft Management Console.
  2. In the console window, select File, and then select Add/Remove Snap-in.
  3. In the Add/Remove Snap-in window, select Add.
  4. In the Add standalone Snap-in window, select the Certificates snap-in, and then select Add.
  5. In the Certificates Snap-in window, select My user account, and then select Finish.
  6. Click Close in the Add standalone Snap-in window.
  7. Click OK in the Add/Remove Snap-in window to complete the addition of the Certificate snap-in to the Microsoft Management Console.

Add the Security Certificate to the Personal Certificate Store

Install the Oracle Fusion CRM for Microsoft Outlook security certificate within the Personal store of the Certificates console.

  1. Within the Certificates console, expand the Certificates - Current User folder to review all the certificate stores.
  2. Right-click the Personal store folder, and select the All Tasks menu item.
  3. Click the Import menu item.
  4. Click Next within the Certificate Import Wizard, and then click Browse to navigate to the location of your downloaded Oracle Fusion CRM for Microsoft Outlook security certificate.
  5. Select the security certificate file, and click Next.
  6. Accept the default Personal certificate store location, and click Next.
  7. Click Finish to complete the import of the security certificate to the Personal store.

Add the Security Certificate to the Trusted Root Certification Authorities Store

Install the Oracle Fusion CRM for Microsoft Outlook security certificate within the Trusted Root Certification Authorities store of the Certificates console.

  1. Expand the Trusted Root Certification Authorities store folder.
  2. Right-click the Certificates folder, and click the All Tasks menu item.
  3. Click the Import menu item.
  4. Click Next within the Certificate Import Wizard, and then click the Browse button to navigate to the same Oracle Fusion CRM for Microsoft Outlook security certificate you have just installed in the Personal store.
  5. Select the security certificate file, and click Next.
  6. Accept the default Trusted Root Certification Authorities certificate store location, and click Next.
  7. Click Finish to complete the import of the security certificate to the Trusted Root Certification Authorities store.

Installing the Oracle Fusion CRM for Microsoft Outlook Application

This topic explains how to install the Oracle Fusion CRM for Microsoft Outlook application on a laptop or PC after you have installed the Oracle Fusion CRM for Microsoft Outlook security certificate.

To install the Oracle Fusion CRM for Microsoft Outlook application you need to download the CRM for Microsoft Outlook installer file, run the InstallShield Wizard, and enter the Oracle Sales Cloud server connection information.

Download the CRM for Microsoft Outlook Installer File

  1. Sign into Oracle Sales Cloud as either a sales manager or a sales person, and select the Personalization menu, and then select the Set Preferences menu item.
  2. Select CRM for Microsoft Outlook Installer under the Preferences pane.
  3. Select the appropriate installer language, and then download the installer by clicking Start Download.

Run the InstallShield Wizard for Oracle Fusion CRM for Microsoft Outlook

  1. Navigate to the installation file, and double-click the file to start the installation.
  2. On the Welcome page of the InstallShield Wizard, click Next.
  3. On the Customer Information page, check the defaulted User Name and Organization Name values, and amend them if necessary.
  4. Also on the Customer Information page, select whether the application will be used by anyone who uses the computer, or whether the application will only be used by you.
  5. Click Next in the Customer Information page.
  6. On the Destination Folder page, check the default folder that will be created in the installation. If you want to use a different folder, then click Change.
  7. When you have confirmed or selected a folder on the Destination Folder page, click Next.
  8. On the Ready to Install the Program page, click Install.

Enter the Oracle Sales Cloud Server Connection Information

  1. After the InstallShield wizard completes, open Microsoft Outlook.
  2. On the Choose Profile page, choose the Microsoft Outlook profile that you want to use with Oracle Fusion CRM for Microsoft Outlook, then click OK.
  3. On the message asking if you want to install the application using the profile you selected in step 2, click Yes.
  4. When the CRM for Microsoft Outlook First Run Assistant pane appears, click anywhere in the Assistant pane to display the Login page.
  5. In the Login page, enter your user information and the Oracle Sales Cloud server information.
  6. Click Login to complete the installation.

Setting Up Synchronization for Oracle Fusion CRM for Outlook

This procedure specifies how to perform an initial synchronization between Oracle Fusion CRM for Microsoft Outlook (CRM for Microsoft Outlook) and Oracle Sales Cloud. CRM for Microsoft Outlook synchronization obtains the current Oracle Sales Cloud user data and the current client deployment packages.

Prerequisites

You must complete the following before synchronizing the Oracle Fusion CRM for Microsoft Outlook application:

  1. Install Microsoft Outlook on the laptop or PC.
  2. Make sure an existing Microsoft Outlook profile is available for use with CRM for Microsoft Outlook, or a new Microsoft Outlook profile has been created.
  3. You have installed the CRM for Microsoft Outlook public certificate.
  4. You have installed the Oracle Fusion CRM for Microsoft Outlook application.

Access the Synchronization Control Panel

To access the synchronization control panel, complete the following steps:

  1. Open Microsoft Outlook.
  2. On the Choose Profile pop up page, select the Microsoft Outlook mail profile that you set up for use with CRM for Microsoft Outlook.
  3. If prompted, enter the Oracle Sales Cloud server connection details.
  4. Right click on the CRM for Microsoft Outlook icon in the system tray and then click Show Control Panel to open the Synchronization Control Panel page.

Enter the Filter Criteria for Your Data

Specify the type of data that will be synchronized by entering the filter criteria.

  1. For this example, select the Country check box on the Synchronization Control Panel page to open the Edit Criterion page for the Country records, and enter the example filter criterion as shown in the following table:

    Field

    Condition

    Value

    Name

    Like

    Select a relevant country for your Oracle Sales Cloud data


  2. Click OK on the Edit Criterion page.
  3. On the Synchronization Control Panel page, click Save and then Close.

Synchronize the Oracle Sales Cloud Data

To synchronize the Oracle Sales Cloud data with the Oracle Fusion CRM for Microsoft Outlook application, complete the following steps:

  1. To initiate the synchronization, right click on the CRM for Microsoft Outlook icon in the system tray and then click Synchronize Now!
  2. Navigate back to Microsoft Outlook and explore the data that has been synchronized from Oracle Sales Cloud. The data that is synchronized is subject to your role and security settings.