1. How do I implement Microsoft 365 for Oracle Sales Redwood UX?
  2. Notify Users That Their Sync Stopped Because of Token Expiration

Notify Users That Their Sync Stopped Because of Token Expiration

In the Microsoft 365 for Redwood UX integration, users' Oracle Sales or Microsoft tokens that are required for sync may sometimes expire. You can enable email notifications to these users to let them know that their token has expired and how to fix it.

The email notifies the user to sign in to the Oracle Sales for Outlook add-in so that sync can resume on its next scheduled run.

Note: In addition to syncing the contacts and activities between Exchange and the Sales application, the Microsoft 365 Standard Sync process automatically refreshes the Oracle Sales token for users.

Here's how to enable the feature:

  1. Navigate to the Sync Configuration page. See How to Get to the Sync Configuration Page for more information.
  2. In the Synchronization Settings region, change the User Notification Frequency for Tokens Expiration setting to an option other than None.
    Note: If you're using Microsoft Exchange (configured using the Digital Sales Email Options Enabled profile option), then you must enter a from email address in the Email Notification From Address setting. Otherwise, this setting is read-only and the default From email address is used.

The email notification is sent to the user's Microsoft email address that is used to sign into the Oracle Sales for Outlook add-in. If the user's Microsoft email address has changed after the last successful sign in to the add-in, then the user won't get the email notification, and the user's Microsoft email address needs to be manually updated by the sales administrator using the Update User Credentials action in the Microsoft 365 Monitor.

User Notification Frequency for Tokens Expiration Options

Here are the options for the notification frequency in the User Notification Frequency for Tokens Expiration field:

  • None: No email notifications will be sent.
  • Only Once: An email notification will be sent to the user only when sync first encounters the user's Microsoft or Oracle Sales token expiration.
  • Daily: An email notification is sent once a day until the user signs into the add-in.
  • Weekly: An email notification is sent once every week until the user signs into the add-in.