Overview of Email Setup

You have the choice of setting up either Oracle Email or an integration with Microsoft Exchange

Important: Starting in June 2023, Microsoft Exchange no longer supports the REST APIs to access on-premises mail boxes, so you must set up your integration with the cloud version only.

Option	Setup Description	Where to Get More Details
Microsoft Exchange	To set up the integration with Microsoft Exchange you must perform setups in Microsoft Azure, Microsoft Exchange Server, and Oracle CX Sales. In Microsoft Azure, you create an application for the integration and provide application access to the mailbox. If you're using the CX Sales for Microsoft 365 add-in, you must create a new application in Microsoft Azure for this integration. In Microsoft Exchange Server, you create a rule to add identifying information in emails. In Oracle CX Sales, you must register your choice to use Microsoft Exchange by setting the system profile option ORA_ZCA_DS_EMAIL_OPTIONS to MS Exchange with Redwood Compose UX. By default, the profile is set to Oracle Email.	See the topic:Exchange Email Integration for Digital Sales .
Oracle Email	If you aren't using Microsoft Exchange, set up Oracle Email. The setup involves: Registering access points. Configuring an email channel. Running scheduled processes to retrieve inbound emails. Setting profile options to display past conversations in the outbound emails.	See the topic: Oracle Email Integration with Digital Sales