Overview of Microsoft 365 for Redwood UX
Welcome to the Microsoft 365 Integration for Oracle Sales Redwood User Experience (hereafter called Microsoft 365 for Redwood UX) which consists of the next-generation Microsoft Outlook add-in and sync capabilities.
Overview of the Redwood UX Add-In
The Redwood UX add-in, known as the Oracle Sales for Outlook add-in, features task-oriented flows to simplify salespeople's daily sales activities. Optimized for Outlook, the intuitive UIs provide 360-degree sales information for meetings and emails, directly in the context of those meetings and emails. Salespeople can share meetings and emails with Sales. Emails are shared as conversation messages.
In addition, salespeople see a daily summary of appointments that they can act on. A default Workspace saved search can be set for each object across the organization and salespeople can set their preferred saved searches for sync using the add-in.
Capture Activities Automatically
The integration supports bidirectional sync for appointments, tasks, and contacts, as well as the automatic sync of appointments from Exchange to Sales. Appointments, tasks, and contacts can be synced from Sales to Exchange based on Workspace-defined saved searches. Emails can be shared by setting the Shared with Oracle category. Responses to shared emails can also be automatically captured from Outlook.
Task-Oriented Functionality and Insights
The add-in's task-oriented functionality is directly geared to salespeople's day-in-the-life scenarios, in the context of Outlook interactions and interface.
Salespeople begin their day with a daily briefing, right in the add-in. Insights from Sales further help them engage with their customers, easily schedule and prepare for meetings, and review and respond to emails.
Improved Sign-In Experience
The add-in provides a better and more secure sign-in experience. Based on your company's policy, the add-in utilizes OAuth, a feature that allows salespeople stay signed in for longer.
Easily Customize and Deploy the Add-In
The add-in comes with predefined layouts to use as-is, or if customizations are required, the predefined layouts can be easily tailored using the new Oracle Sales for Outlook tool in Application Composer. The tool makes it easy to migrate customizations from the earlier CX Sales for Microsoft 365 add-in or from the Oracle CX Sales Mobile application, so you don't need to manually rebuild the customizations for this integration.