How do I implement Microsoft 365 for Oracle Sales Redwood UX?
The Microsoft 365 Integration for Oracle Sales Redwood User Experience consists of the next-generation Microsoft Outlook add-in and sync capabilities.
The main benefits in this next-generation release are:
- Task-Oriented Functionality and Insights: The Redwood UX
add-in, known as the Oracle Sales for Outlook add-in, features task-oriented
functionality 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.
- Intuitive UIs Optimized for Microsoft Outlook: The UI is
optimized for Outlook, providing 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.
- Autosyncing of Data Betweeen Microsoft Exchange and Oracle
Sales: This next-generation 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.
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Daily Summary of Appointments: 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.
- Improved Sign-In Experience: The add-in provides a better and more secure sign-in experience than the previous version. Based on your company's policy, the add-in uses OAuth, a feature that lets salespeople stay signed in for longer.
- Easy Customization and Deployment: The add-in comes with
predefined layouts to use as-is, or if changes 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.
For more information on how your organization can benefit from the Microsoft 365 Integration for Oracle Sales Redwood User Experience, see the solution playbook, How do I implement Microsoft 365 for Oracle Sales Redwood UX? on the Oracle Help Center Sales > Playbooks page.