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• 1 How do I implement Microsoft 365 for Oracle Sales Redwood UX?
  • Overview of Microsoft 365 for Redwood UX
  • Get Started with the Implementation
    • Overview of Enabling the Microsoft 365 Integration
    • Setup Steps
      • Set Up the Application in Microsoft Azure
        • Use Multi-Tenancy
        • Improve the User Experience
          • Enable Microsoft Application Permissions So Sync Continues without Re-Authentication
          • Let Users Stay Signed in to the Add-In
      • Set Up the Integration in Application Composer
        • What should I do if the client secret expires?
      • Review and Modify Data Synchronization Settings
      • Run Sync Scheduled Processes
      • Deploy the Add-In in Microsoft
      • Test the Integration
  • Synchronize Records
    • Overview of the Sync Between Sales and Exchange
    • How to Get to the Sync Configuration Page
    • Configure Overall Sync
      • Notify Users That Their Sync Stopped Because of Token Expiration
    • Configure Appointment Sync
      • Appointment Sync Settings
      • Autosync Appointments
      • Sync Recurring Appointments
      • Do the appointments shared with the Sales application show the account they're related to?
      • Allow Updating of External Appointments
      • Bidirectional Sync for Appointments
      • Disable Bidirectional Sync
    • Configure Email Sync
      • Emails as Conversations
      • Automatically Share Email Responses of Manually Shared Emails
    • Configure Task Sync
    • Configure Contacts Sync
    • Use Microsoft 365 Monitor to Manage Sync and Users
    • Monitor the Client Secret Expiration
    • Manage User Mappings
    • Disable Synchronization
  • Use the Add-In
    • Get Started with the Add-In
    • Navigate Around the Add-In
    • Do Daily Activities in the Add-In
    • Add New Sales Contacts and Tasks and Set Contact Preferences
    • Sync Records Between the Sales Application and Exchange
  • Extend the Add-In
    • About Extending Oracle Sales for Outlook
    • Overview of Configuring the Add-In
    • Enable Templates for Salespeople to Use When Composing Emails
    • Summarize Calls so Salespeople Can Quickly Enter Meeting Notes and Outcomes
    • Configure the Insights Page
    • Set Role Permissions for Your Layouts
    • Create Advanced Criteria for Your Outlook Layout
    • Add a Custom Field to the Add-In
    • Configure the Page Layouts
      • Create a Specific Layout
      • Configure the Home Page
      • Configure the Summary Page Layout
      • Configure the Edit Page Layout
      • Configure the Picker Page Layout
      • Configure the Global Search Page Layout
      • Configure the Related List Page Layout
      • Configure the Child Objects Page Layout
    • Test Your Oracle Sales for Outlook Configurations
    • How to Migrate Your Existing Customizations
    • FAQs for Extending Oracle Sales for Outlook
      • How can I add actions to a layout?
      • Can I deactivate the layout I created in Oracle Sales Outlook Composer?
  • Migrate from the Earlier Version
    • Migration Overview
    • Migration Best Practices
    • Sync Setting Differences Between Previous and New Versions
  • Troubleshoot Issues
    • Can I manually share a past appointment from Outlook in bidirectional sync?
    • Why didn’t my email replies get shared with the sales application?
    • What happens if I manually remove the Shared with Oracle category for a past appointment in Outlook?