Microsoft 365 Token Refresh

Use this scheduled process to keep the users' Oracle tokens active all the time.

When to Use

This sync process needs to be scheduled for any deployment that has users using the Microsoft 365 add-in, is sharing emails or meetings into CX or is expecting tasks or contacts created in CX to be synced back into Microsoft Outlook.

Privileges Required

Verify that you have the following privilege or role:

Role

  • Sales Administrator

Before You Start

Review the following before scheduling this scheduled process:

  • Recommended Frequency:

    • As a starting point, set up the standard sync process to run every three hours.

    • The administrator can also run this process on need basis.

  • Execution Time:

    • In most environments, this process should complete in less than an hour.

  • Compatibility:

    • Ideally, you can set up the frequency of this sync process such that it has sufficient time to finish before another one starts. Monitor how long it takes to complete in your environment and adjust accordingly.

Parameters

None.

Troubleshooting Information

  • If the sync process failed, administrators can view the failed scheduled process on the scheduled process page.

  • If this sync process doesn't complete successfully, users are displayed as unauthorized users in the Microsoft 365 sync monitor.