Use Microsoft 365 Monitor to Manage Sync and Users

Use the Microsoft 365 Monitor to see the sync statuses of all active users of the add-in. In addition to seeing sync statuses, you can control sync activities and manage users.

In the Microsoft 365 Monitor, you can:

Monitor sync activity
Change sync activity
View user sync issues, authorization issues, and more
Manage users, such as changing user names and email addresses

You click any of the information cards to show details about each card, as described in the sections that follow.

Steps to Change and Monitor Sync Activity and View and Manage Users

To access the Microsoft 365 Monitor:

Sign in to the Sales application as a setup user.
Outside of a sandbox, navigate to Configuration > Application Composer.
Navigate to Productivity Applications Configuration > Oracle Sales for Outlook.
Click the Microsoft 365 Monitor button (available at page-level).

View Summarized Sync Information for Users

The Microsoft 365 Monitor page shows four information cards that show the number of users based on the statuses shown in this table:

Information Card Name	What It Shows
All Users	Shows the number of active users of the add-in.
Expired Authorizations	Shows the number of users who have expired authorization credentials.
Sync Disabled	Shows the number of users whose sync was disabled.
Latest Sync Succeeded	Shows the number of users whose data successfully synced to the sales application in the most recently run sync job.
Latest Sync Failed	Shows the number of users whose has at least 1 sync error in the most recently run sync job.
Outstanding Sync Errors	Shows the number of users who have outstanding sync errors.

See Details About All Users

When you select one of the information cards, the list of users in the table refreshes to show this information for users:

Included in Latest Sync: This column shows a check mark if the user is included in the latest sync that was run, or an X if the user wasn't included.
Oracle Sales Authorized: This column shows a check mark if the user's token were active during the sync.
Microsoft Authorized: This column shows a check mark if the user's Microsoft token were active during the sync.
User: This column shows the user name for the user in the Oracle sales application.
Microsoft 365 User: This column shows the user email address in Microsoft.
Last Sync Start: This column shows the start time of the last sync.
Last Sync Duration: This column shows the total duration of the last sync.
Note: Total duration includes Microsoft 365 duration, Oracle Sales duration, and also the time taken by any other internal processes.
Last Sync Status: This column shows a check mark if the status succeeded, an X if it didn't, and a blank circle if the information doesn't apply to that user. It also shows a yellow circle icon with an exclamation point if the last sync had a warning.
Using Redwood UX: A check mark in this column means that the user is using the Oracle Sales Redwood UX for Microsoft 365 integration.

Manage One or More Users

Select the Actions drop-down list to perform these actions for a single user or for several users:

Suspend Current Sync: Suspend an ongoing sync for the selected users.
Disable Future Sync: Disable future data sync for the selected users. To resume the synchronization, select the same users and select Run Full Sync from the Actions menu.
Run Full Sync: Run a full sync for the selected users.
Update User Credentials: Update a user's Microsoft email address and the Sales application user name. See Manage User Mappings for more information.
Export User Details: Download user details as a .csv file.
Remove User Permanently: Delete user details from the table. Note that this doesn't delete the user from the Sales application. See Manage User Mappings for more information.

See a User's Details

Click a user name in the table to go to the user details page. Here's what the page shows:

User Sync Summary region

The summary region of the page shows:

Name: The user name and email address of the user. The user name is the one stored in Sales and Microsoft. The email is the one stored with Microsoft.
Status: Shows the status for:
- Microsoft Authorized: Shows a check mark if the user's Microsoft credentials or token were active during the sync or an X if the user is not authorized.
- Active: Shows a check mark if the user is active.
- Enable Sync/Sync Disabled: If you've manually disabled the synchronization for a user, the status appears as Sync Disabled.
Conflict Resolution: Shows the Conflict Resolution settings.

Synchronization History Region

The Synchronization History Region displays details of sync activities for the user, including:

Result: This column shows a check mark if the sync succeeded or an X if the sync failed.
Transaction Number: This column shows the sync process number. Each time the sync runs, it has a different transaction number.
Sync Start and Sync End: This column shows the start and end dates and times of the sync.
Microsoft 365 Changes: This column shows the number of records that were changed in Microsoft.
Microsoft 365 Duration: This column shows how long the sync took in Microsoft.
CX Sales 365 Changes: This column shows the number of records synced in Sales.
CX Sales 365 Duration: This column shows how long the sync took in Sales.
Conflicts: This column shows the number of records with conflicts.
Using Redwood UX: This column shows that the user is using the Oracle Sales Redwood UX for Microsoft 365 integration.
Show Sync Error Log: Use this button to view and export the sync error logs for the user.

Manage a User in the User Details Page

Use the Actions menu to manage a user:

Disable Future Sync: Disable future data sync for the selected user. To resume the sync, select the same user and then select Run Full Sync from the Actions menu.
Run Full Sync: Run a full sync for the user.
Update User Credentials: Update a user's email address that's stored with Microsoft. You also can update the Sales application user name.
Enable Debug Logs: Use this option if Oracle Support or another Oracle representative asks you to supply debug logs.
Remove User Permanently: Delete the user's details from the table. Note that this doesn't delete the user from the Sales application. See Manage User Mappings for more information.