1. How do I implement Microsoft 365 for Oracle Sales Redwood UX?
  2. Autosync Appointments

Autosync Appointments

Let your users' appointments be automatically synced between Microsoft Exchange and Oracle Sales. With autosync enabled, your salespeople don't have to categorize the appointments as Shared with Oracle anymore, for them to be synchronized.

After you enable autosync of appointments, here's what happens:

  • The application automatically shares the appointments – including recurring appointments – that have a Sales contact in the recipients list.
  • When all the contacts on the appointment invitee list belong to the same account, the sync engine automatically determines the account and assigns the appointment to the appropriate Sales records.

Enable Appointment Autocapture

  1. Navigate to the Sync Configuration page. See How to Get to the Sync Configuration Page for more information.

  2. Under Synchronization Settings > Appointments ensure that Enable Sync setting is checked.
  3. Enable the Enable Autocapture Appointments from Exchange option.
  4. Save your changes.

Autosync Private Appointments and Blocked Time

Depending on your organization's preferences, you can let the application autosync private appointments and capture the blocked time of users, as well. See the next two sections for more information.

Sync Private Appointments

You can configure the application to synchronize private appointments. When you sync private appointments, even appointments that a user has marked as explicity private in Outlook are to Sales. Here's how to enable this feature:

  1. Navigate to the Sync Configuration page. See How to Get to the Sync Configuration Page for more information.

  2. Under Synchronization Settings > Appointments ensure that Enable Sync setting is checked.
  3. Ensure that Enable Autocapture Appointments from Exchange is checked.
  4. Enable Include Private Meetings.
  5. Save your changes.

Enable Sync of Blocked Time

Now, let's see how you enable the application to also synchronize "blocked time" appointments. Blocked times are the appointments that don't have any invitees. Salespeople sometimes create such appointments to block some time on their calendars to complete priority tasks or for other reasons.

  1. Navigate to the Sync Configuration page. See How to Get to the Sync Configuration Page for more information.

  2. Under Synchronization Settings > Appointments ensure that Enable Sync setting is checked.
  3. Ensure that Autocapture Appointments from Exchange is checked.
  4. Enable Capture Appointments with Empty Invitee List.
  5. Save your changes.