About Web Conferences

If your organization has enabled Microsoft Teams, Zoom, then you can start or schedule a web conference meetings from within your sales application.

You can:

  • Schedule a web conference for an account, a contact, a lead, or an opportunity

  • Add multiple contacts and resources to the web conference

  • Start a scheduled web conference meeting by selecting the Start meeting in an appointment listed in the list of activities

  • View web conference interactions as part of the activity stream of the respective objects such as account, contact, lead, and opportunity

About Using Zoom Integration

With the Zoom integration, you can:

  • Start Zoom meetings
  • Verify and update meeting participants as contacts while the meeting is ongoing
  • Take notes and record the meeting outcome

About Using the Microsoft Teams Integration

  • Start web conferencing meetings from within the Oracle sales application

    Here's a sample screenshot of the Actions menu from where salespeople can start web conference meetings.

    Sample screenshot from where salespeople start a web conference meetings from Oracle Sales UI.
  • Verify and update meeting participants as contacts while the meeting is ongoing
  • Take notes and record the meeting outcome
  • View transcripts and recordings in the sales application
  • Schedule Microsoft Teams meetings directly from Oracle Sales (available from 25C)

Watch this video Integrate Microsoft Teams Web Conferencing with Oracle Sales to get an overview of how you can launch Microsoft Teams web conferencing meetings in Oracle Sales and how you can auto capture interactions, recordings, and transcripts.