Inform sellers when appointment creation or update will notify contacts via Outlook.

When using Oracle's bi-directional Appointment Sync with Microsoft Exchange, appointments created or updated in the mobile app are synchronized to Exchange and the contacts receive meeting notifications via Outlook. Sellers will now see a dialog in the mobile app when creating or updating an appointment in a way where notifications will be sent contacts via Exchange, so that they can make an informed decision before saving the changes. When using Oracle's bi-directional Appointment Sync with Microsoft Exchange, appointments created or updated in the mobile app are synchronized to Exchange and the contacts receive meeting notifications via Outlook. Sellers will now see a dialog in the mobile app when creating or updating an appointment in a way where notifications will be sent contacts via Exchange, so that they can make an informed decision before saving the changes.

Dialog on Appointment Edit

Dialog on Edit Appointment

Reduce risk of confidential information being shared with customers during the sales cycle.

Steps to Enable

Leverage Application Composer to expose and adjust page layout and attributes. To learn more about extending your application using Application Composer, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

  1. As a pre-requisite, enable Bidirectional Sync for Appointments.
  2. In a publishable sandbox, navigate to Application Composer > Mobile Application Setup.
  3. Select Settings and expand Exchange Settings.
  4. "Enable Appointment Sync Notification" will be enabled by default. If it has been disabled, re-enable by switching the feature on.
  5. Publish the sandbox. 

Tips And Considerations

  1. "Enable Appointment Sync Notification" is enabled by default in Mobile Application Setup. However, this feature will only be active for mobile users if Bidirectional Appointment sync is enabled in your Oracle Sales environment.
  2. The following field values are synchronized with Exchange:
    1. Subject
    2. Location
    3. Description
    4. Contacts
    5. Start Date/Time
    6. End Date/Time
    7. All Day
    8. Private
    9. Recurrence
    10. Attachments

Key Resources

Sales Admin