Configure Oracle CX Sales for Microsoft 365

Use Application Composer to configure Oracle CX Sales for Microsoft 365 side panel.

You can manage the objects and fields that are visible on Oracle CX Sales for Microsoft 365 without having to carry out specific configurations for a particular object. Here are the tasks you can do:

• Set standard and custom objects to be visible on the side panel.

• Configure the header visible on the side panel.

• Configure the Related Records section on the side panel.

• Configure views within standard and custom objects.

• Add a role to a layout.

Extensible Objects

Here are the objects that you can configure and the layouts within those objects that can be extended:

Objects	Extensible Layouts
Appointment	Detail and Edit Layouts
Call Report	Detail and Edit Layouts
Task	List, Detail, Edit, and Saved Search layouts
Accounts	List, Detail, Edit, Picker, and Saved Search layouts
Contacts	List, Detail, Edit, Picker, and Saved Search layouts
Sales Leads	List, Detail, Edit, Picker, and Saved Search layouts
Opportunities	List, Detail, Edit, Picker, and Saved Search layouts
Resources	List, Detail, and Picker layouts
Revenue	List, Detail, and Edit layouts
Competitors	Picker layout
Opportunity Contacts	List and Edit layouts
Opportunity Resources	List and Edit layouts
Sales Lead Resources	List and Edit layouts
Sales Lead Contacts	List and Edit layouts

Configure Oracle CX Sales for Microsoft 365 Using Application Composer

Open and create a sandbox and then you configure Oracle CX Sales for Microsoft 365 using Application Composer:

1. Sign in as the sales administrator or as a setup user.

2. Ensure that you're working in an active sandbox.

3. Go to Navigator > Configuration > Application Composer.

4. Select Productivity Applications Setup from the Overview region.

5. Select CX Cloud Microsoft 365.

You are taken to the setup page where you can configure the Oracle CX Sales for Microsoft 365.