Migration Overview

Migrating to the Microsoft 365 Integration for Oracle Sales Redwood User Experience provides a multitude of time-saving and efficiency benefits for salespeople. In addition, setting up and maintaining the new version of the Outlook add-in is easier than ever.

Here are the high-level migration steps:

1. Set Up the Application in Microsoft Azure

   For the integration, you need to create a new Microsoft application in Microsoft Azure. There are no changes to the setup steps in Microsoft Azure for the Redwood UX integration, compared to previous setup steps for the CX Sales for Microsoft 365 add-in. The main difference to be aware of is that this integration uses Microsoft Graph API permissions instead of Office 365 Exchange Online API permissions.

2. Set Up the Integration in Application Composer

   For the Redwood UX integration, a new step-by-step tool, outside of a sandbox, in Application Composer is provided to guide you through the steps to set up Microsoft application details, download the manifest, and configure your sync configurations.

3. Review and Modify Data Synchronization Settings

   Your existing sync settings are copied over from the earlier CX Sales for Microsoft 365 integration to the Redwood UX integration for easier migration. Review the sync settings in step 2 (synchronization settings) of the step-by-step tool in Application Composer. Additionally, some sync settings are no longer on the synchronization settings step as they are preconfigured for this new integration.

   If you're testing this integration and the earlier CX Sales for Microsoft 365 add-in is still active for your users, then you should be aware that some sync settings you modify in the sync configuration page for the Redwood UX Microsoft 365 integration will be copied to the Manage Microsoft 365 setup task for the CX Sales for Microsoft 365 integration. See Sync Setting Differences Between Previous and New Versions for more details.

   The existing Microsoft 365 Standard Sync, Microsoft 365 Instant Sync, and Microsoft 365 Token Refresh scheduled processes can continue to be scheduled and run. If a user has signed in to the Redwood UX add-in, then the sync jobs will automatically use the new synchronization settings that you configure in Application Composer. In addition, if a user is signed in to the CX Sales for Microsoft 365 add-in, then the sync jobs will use the sync settings configured in the Manage Microsoft 365 page in Setup and Maintenance.

4. Migrate Your Add-In Configurations

   If you've configured layouts in the CX Sales Mobile app or in the CX Sales for Microsoft 365 add-in, you can simply import the layouts into this integration using the Oracle Sales for Outlook tool in Application Composer. See How to Migrate Your Existing Customizations for more information. You can then review your customizations and further customize the add-in as needed.

5. Test and Validate

   Note that during UAT or pilot testing, the Redwood UX add-in can be deployed alongside the CX Sales for Microsoft 365 add-in. However, Oracle recommends that you don't enable both add-ins for your users. After successful migration, disable the previous version of the add-in.