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About Using Oracle CRM On Demand Desktop

Oracle CRM On Demand Desktop centralizes essential business information in the familiar Microsoft Outlook environment. This centralization complements the existing capabilities that Oracle CRM On Demand provides. These features help the user to perform common interactions. The user can perform the following actions with Oracle CRM On Demand Desktop:

  • Log in Using Single Sign-On (SSO). Oracle CRM On Demand Desktop Single Sign-On (SSO) is a single sign-on feature that allows you to implement single sign-on for the Oracle CRM On Demand Desktop client. It supports standard Web browser functionality, such as HTTP forms, cookies, and process redirects. It also provides Oracle CRM On Demand Desktop users with a flexible sign-on system that supports Security Assertion Markup Language (SAML) versions 1.0 and 2.0.
  • Manage Oracle CRM On Demand data. Users can manage Oracle CRM On Demand data such as accounts, contacts, leads, opportunities and activities, including appointments and tasks, directly in Microsoft Outlook.
  • Synchronize data. Performs bidirectional, incremental synchronization between Oracle CRM On Demand Desktop on the Microsoft Outlook and Oracle CRM On Demand, which helps to keep the data in these applications up-to-date and consistent.
  • Work while disconnected. Allows you to work with your records when you are disconnected from the Internet.

For your organization, some benefits include:

  • Increased user adoption of your business processes and tools. Oracle CRM On Demand Desktop does not require the user to use an application that the user is not familiar with.
  • Increased accessibility to data because the user is not required to log in to Oracle CRM On Demand to view and maintain Oracle CRM On Demand data.
  • Decreased training costs. Most users are already familiar with Microsoft Outlook. You can focus your training on Oracle CRM On Demand processes instead of spending time and resources on learning how to perform simple interactions.
    
Oracle CRM On Demand Desktop Administration Guide, Version 5.1, Rev A Copyright © 2017, Oracle and/or its affiliates. All rights reserved. Legal Notices.