Print      Open PDF Version of Online Help


Previous Topic

Next Topic

Working with Other Applications

Oracle CRM On Demand works with these applications to provide additional functionality:

  • 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.


Published 7/6/2017 Copyright © 2005, 2017, Oracle. All rights reserved. Legal Notices.