Install Outlook Integration

After Outlook integration has been enabled and you have been assigned the correct profile permissions, you must install the necessary components on your workstation.

When you install Outlook integration, B2C Service checks your profile to see which components (email, contact, and task) you have permission to share and synchronize. The installation process adds Share and Sync buttons to your Outlook toolbar.

1. Close Outlook.
2. From B2C Service, click File and select Links > Install Outlook Integration.
   The Oracle Service Cloud Outlook Sync Setup wizard opens.
3. Click Next to open the Select Installation Folder window.
   Tip: We recommend that you install Outlook integration in the default location.
4. To install Outlook integration in a different location, click Browse, select the folder where you want to install Outlook integration, and click OK.
5. To see a list of the drives where Outlook integration can be installed, click Disk Cost. Click OK when you are finished.
6. Do one of the following:
   • If you are the only staff member who uses your workstation, select the Just Me option.
   • If other staff members have accounts on your workstation and must also use Outlook integration, select the Everyone option.
7. Click Next to open the Confirm Installation window.
8. Click Next to begin the installation.
   After the installation is complete, the Installation Complete window opens.
9. Click Close to complete the installation.

What to do next

With the proper components installed, you’ll want to review and possibly customize your sync options before using Outlook integration.