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Working with Other Applications
Working with Other Applications
Oracle CRM On Demand works with these applications to provide additional functionality:
- Oracle Offline On Demand
You can copy accounts (and their linked contacts and opportunities), tasks, and appointments to Oracle Offline On Demand (the Offline client) on your laptop or desktop. This allows you to work offline, disconnected from the Internet. When you reconnect to the Internet, you can upload your changes to your company’s Oracle CRM On Demand application.
NOTE: From Release 33, only existing customers can access the Offline client. New users cannot download the Offline client.
- Microsoft Outlook and Lotus Notes Email Integration
Through Oracle Outlook Email Integration On Demand and Oracle Notes Email Integration On Demand, you can link specific emails to account, contact, lead, opportunity or service request records in Oracle CRM On Demand. This feature allows you to store critical emails with the records to which they relate.
- Microsoft Word
You can use your Oracle CRM On Demand data to create mail merges and mass email in Microsoft Word using Oracle CRM On Demand Integration for Office.
- Microsoft Excel
You can create refreshable offline Microsoft Excel reports containing your Oracle CRM On Demand data using Oracle CRM On Demand Integration for Office.
- Segmentation Wizard
You can use the Segmentation Wizard to generate contact segments (that is, lists of contacts) based on a combination of account, contact, opportunity, and service request fields in Oracle CRM On Demand.
Checking Your System Requirements
Make sure your computer meets the system requirements before you install the software. For more information, see the Oracle CRM On Demand Web site.
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