Overview of Microsoft 365 Integration Setup

This chapter provides you with the basics on how to set up the integration with Microsoft 365. You learn how to register and enable the Oracle add-in to Outlook and how to run the processes that sync data in Oracle Sales with Microsoft Exchange.

Important: Oracle recommends that you use the Redwood User Experience version of the Microsoft Outlook add in. See the How do I implement Microsoft 365 for Oracle Sales Redwood UX? playbook for more information.

Step	Description	Where to Get More Details
1	Make sure your software meets the prerequisite requirements. If you're using the Microsoft Edge browser, ensure that the browser includes the following trusted sites: https://*.office.com The Oracle Sales domain: for example: https://*.oraclecloud.com	What are the system requirements for Microsoft integration?
2	Complete the integration steps in Microsoft Azure, Sales, and in Microsoft 365, and enable data synchronization.	See the topic: Enable Microsoft 365 Integration
3	Set synchronization and other options.	See the topic: Manage Microsoft 365
4	Schedule the three synchronization processes in CX Sales.	See the topic: Synchronize Data Between CX Sales and Microsoft 365
5	Sign in to Microsoft 365 and open Outlook to test the integration and add-in.	See the topic: Open the Add-In from Outlook for the First Time

Note: For information on extending the Microsoft-Sales integration for Outlook, start with Overview of Extending Microsoft 365 for Sales. For user information, see Sign In to Outlook for the First Time.