About Integrating the Outlook Add-in with Oracle Sales

Oracle currently supports two versions of the Microsoft Outlook add-in. It's highly recommended that you use the latest version – the Microsoft 365 add-in for Oracle Sales Redwood User Experience (hereafter called Microsoft 365 for Redwood UX) which consists of the next-generation Microsoft Outlook add-in and sync capabilities.

Important: If you're migrating the CX Sales for Microsoft 365 integration to the Oracle Sales Redwood UX for Microsoft 365 integration, there are specific steps for the migration. See Migration Overview for more information.

For more information about setup steps, start with the How do I implement Microsoft 365 for Oracle Sales Redwood UX? playbook on Oracle Help Center > Sales > Playbooks page.