1. How do I implement Microsoft 365 for Oracle Sales Redwood UX?
  2. Sync Setting Differences Between Previous and New Versions

Sync Setting Differences Between Previous and New Versions

During migration, the sync settings from the existing Manage Microsoft 365 setup task are copied over to the new sync configuration page.

You can review the sync configurations and make further updates to the sync configurations in the new Oracle Sales for Outlook step-by-step tool available in Application Composer > Productivity Applications Configurations. In addition to reviewing the settings that have been migrated, there are also new settings that require your attention.

Settings That Are New and Require Setup

Here are the settings that are new to this integration and require your setup:

  • Default Appointment Saved Search
  • Default Contact Saved Search
  • Default Task Saved Search
    Note: This integration uses Workspace saved searches to sync records from Oracle to Exchange. These settings allow administrators to set the default saved search for all their users. For more information about enabling Workspace, see What are the Adaptive Search setup UI components?.
  • Email Sync Settings:
    • Enable sync

Setting That Isn't Migrated and Requires Setup

This setting isn't migrated and requires your setup:

  • Enable Microsoft Application Permission (previously named "Enable Application Permission")

Settings That Are Migrated and Copied

Here are the settings that will be migrated and copied between the Microsoft 365 for Redwood UX integration and the CX Sales for Microsoft 365 integration:

Important: During the testing phase, if both the previous CX Sales for Microsoft 365 add-in and the new Redwood UX add-in are deployed, then any changes to the following settings in the Manage Microsoft 365 task or in the Sync Configuration page in Application Composer will impact both deployments.
  • Include Attachments in Sync
  • Attachment Size Limit (in MB)
  • Appointment Sync Settings:
    • Enable Sync
    • Enable Autocapture Appointments from Exchange (previously named "Auto Capture Appointments")
    • Include Appointments with No Attendees (previously named "Capture Appointments with Empty Invitee List")
    • Include Private Meetings (previously named "Include Private Appointments from Outlook")
    • Appointment Sync Limit (previously named "Limit" in the Appointments section)
    • Enable Bidirectional Sync
  • Email Sync Settings:
    • Autocapture replies to shared emails (previously named "Enable Auto Capture of Email Responses")
  • Contact Sync Settings:
    • Enable Sync
    • Allow Sync to Create Oracle Sales Contacts (previously named "Allow Sync to Create CX Contacts")
    • Allow Sync to Delete Oracle Sales Contacts (previously named "Allow Sync to Delete CX Contacts")
    • Contact Sync Limit (previously named "Limit" in the Contacts section)
  • Task Sync Settings:
    • Enable Sync
    • Allow Sync to Create Oracle Sales Tasks (previously named "Allow Sync to Create CX Tasks")
    • Allow Sync to Delete Oracle Sales Tasks (previously named "Allow Sync to Create CX Tasks")
    • Task Sync Limit (previously named "Limit" in the Tasks section)

Setting That Is Migrated but Not Copied

This setting doesn't get copied back to the new Application Composer tool, nor vice versa:

  • Allow Users to Override Default Saved Search (Previously named "Allow Users to Select Default Saved Search")

Settings That Are Preconfigured or Have Fixed Values

When you migrate to the Redwood UX add-in, you'll notice that some sync settings are redefined and some settings now have default values that you can't change, making your implementation easier to set up and improving the sync experience for your users.

Here are the settings that are preconfigured for you and no longer require your configuration:

  • Allow Users to Override Default Conflict Resolution
  • Enable Add-in Usage Tracking
  • Enable Synchronization Tracking
  • Enable Dynamic Batching for Sync
  • Allow Sync to Create CX Appointments
  • Allow Sync to Delete CX Appointments
  • Allow Invitees to Share Appointments
  • Include Private Tasks from Outlook

This setting is redefined to provide a better sync experience:

  • Default Conflict Resolution: The "User Selected" option is no longer required, and if "User Selected" is set in the CX Sales for Microsoft 365 integration, after migration, "CX Server Wins" will be set for the Redwood UX for Microsoft 365 integration.