Manage Microsoft 365

Use the Manage Microsoft 365 task to configure the following important settings that let you run the Microsoft 365 side panel smoothly:

  • Register the Microsoft 365 add-in

  • Resolve conflicts

  • Configure Recent and Favorite search

  • Configure sync settings

Register the Microsoft 365 Add-In in the Microsoft Azure Directory

Enter the Application ID, Application Key, and the Name. Here you can also download and update the manifest file. See the Install Microsoft 365 for Sales topic in this guide for information about how to generate the ID and key and update the manifest file.

Let's say you enter the name as Oracle CX Sales. When you sign in to your Microsoft 365 account, you can see Oracle CX Sales as an add-in that you can select.

Conflict Resolution

Use Conflict Resolution to setup the rules on how you want the add-in to resolve potential conflicts in records.

Let's look at the different options you can select:

Option

Description

Server Wins

The records in your sales application overwrite the records in your Microsoft 365 account.

Client Wins

The records in your Microsoft 365 account overwrite the records in your sales application.

User Selected

You get to select at run-time, the way you want to resolve the conflict, whenever there is a conflict.

You can also let a user override the default setting.

Synchronization Settings

You set up the options on how you want records to be synced between your sales application and Microsoft 365 account.

Enable or disable synchronization of contacts, appointments, tasks, private appointments, and private tasks. Along with this, set the upper limit of the number of records to be synced, with the exception of private appointments and tasks.

Here's a table describing the contacts, appointments, and tasks sync settings.

Settings Setting Name Description
Synchronization Settings Use Default Saved Search Selecting this check box causes the default saved search defined in the Microsoft 365 Designer as the saved search for all the users. Custom saved searches specified by users in the add-in are ignored.
Contacts Create New Records in CX Sales When a user shares new contacts from Outlook, new contact records are created in the sales application.
Delete Old Records from CX Sales When a user removes a contact from Outlook, the corresponding contact records are removed from the sales application.
Limit Enter the number of records to be synced in every run of the sync process.
Appointments Create New Records in CX Sales When a user shares meetings from Outlook, appointment records are created in the sales application.
Delete Old Records from CX Sales When a user removes a meeting or an appointment from Outlook, the corresponding appointment record is removed from the sales application.
Include Private Appointments Users' private appointments are synced during the auto-sync of appointments.
Allow Invitees to Share Appoinments Allows your users to share the meetings they were invited to, with the sales application.
Capture Blocked Time When auto-sync of appointments is run, appointments with no invitees list are also synced.
Limit Enter the number of records to be synced in every run of the sync process.
Autocapture Appointments Your users' appointments are automatically synced without the need for them to tag the appointments as Shared with Oracle.
Enable Bidirectional Sync Enables bi-directional sync of appointments. If you disable this setting, the appointments will be synced one-way, that is, from Outlook to the sales application.
Tasks Create New Records in CX Sales When a user shares emails from Outlook, emails are saved as tasks in the sales application.
Delete Old Records from CX Sales When a user deletes an email from Outlook, the corresponding task is removed from the sales application.
Include Private Tasks from Outlook Syncs the private tasks in Outlook with the sales application.
Limit Enter the number of records to be synced in every run of the sync process.
Usage Tracking Client Usage Tracking Tracks the usage of the Microsoft 365 add-in by your users.
Synchronization Tracking Enables monitoring the sync statistics and displays the details in the Microsoft 365 Monitor.