How can I share an email with my sales application?

Use the Share Item feature to share your email with the sales application. Here are the steps to do so:

1. Select an email you want to share.

2. Click Share Item under the Records tab of the add-in.

3. Select the appropriate accounts, contacts, and sales leads.

4. Click Share.

The application shares your email with the selected parties. Notice that Microsoft 365 has categorized your email as Shared with Oracle. All information in the email is saved as an activity of the type email. Go to the Activities tab and select this activity to see the details. The shared email's content is copied as plain text into the Description field. You can find the original format of the email as an attachment in the Attachments section. You can download the email body from the Attachments section.

You can similarly share appointments that you compose in Microsoft 365.