Best Practices for the Integration
Here are some important things to keep in mind when implementing the Oracle Sales Redwood UX for the Microsoft 365 Integration add-in:
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Don't connect a single Microsoft email account to two instances of the Sales application. This can cause data to get cross-synchronized between the two Sales application instances.
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Don't model employees as contacts. Model them as sales resources. The application isn't designed to handle a person modeled as both an employee and a contact at the same time.
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Create separate applications for each Sales application instance in Microsoft Azure. In the application, add the users who are going to access the add-in of the instance. Deploy the manifest file from the corresponding instance into the Microsoft portal.
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Don't use the same email account against different instance, such as your stage environment and your production environment.
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Follow steps for migration. See Migration Overview for details.
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Make sure the time zones settings match between Microsoft Outlook and Oracle Sales.