Overview of Microsoft 365 for Redwood UX
Welcome to the Microsoft 365 Integration 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.
Overview of the Redwood UX Add-In
The Redwood UX add-in, known as the Oracle Sales for Outlook add-in, features task-oriented flows to simplify salespeople's daily sales activities. Optimized for Outlook, the intuitive UIs provide 360-degree sales information for meetings and emails, directly in the context of those meetings and emails. Salespeople can share meetings and emails with Sales. Emails are shared as conversation messages.
In addition, salespeople see a daily summary of appointments that they can act on. You can set a default Workspace saved search for each object across the organization, and salespeople can set their preferred saved searches for sync right in the add-in.
See this video on Oracle Cloud Customer Connect to view an introduction to the app: CX Sales Add-in for Microsoft Outlook.
Capture Activities Automatically
The integration supports bidirectional sync for appointments, tasks, and contacts, as well as the automatic sync of appointments from Microsoft Exchange to Oracle Sales. Appointments, tasks, and contacts can be synced from Sales to Exchange based on saved searches defined in Oracle Adaptive Search and Workspace. See Overview of Adaptive Search Setup in the How do I configure Adaptive Search? playbook for more information.
Seamless Email Integration with Microsoft Exchange
With this integration, emails in Microsoft Outlook can be shared directly from the Redwood UX add-in or through the email sync feature. Salespeople can categorize these emails as “Shared with Oracle”, with replies automatically synced for seamless tracking and follow-up.
In addition, with the Microsoft Exchange email integration, emails can be sent via Microsoft Exchange directly from the Oracle Redwood web application. The Microsoft Exchange email integration is fully compatible with this integration's email sync functionality and the Redwood UX add-in, ensuring seamless connectivity and an enhanced user experience. Once enabled, this integration allows emails sent from Oracle Sales – such as those related to accounts or opportunities – to be delivered via Microsoft Exchange, with replies automatically synced back to Oracle.
See Exchange Email Integration for Digital Sales for more information.
Task-Oriented Functionality and Insights
The add-in's task-oriented functionality is directly geared to salespeople's day-in-the-life scenarios, in the context of Outlook interactions and interface.
Salespeople begin their day with a daily briefing, right in the add-in. Insights from Sales further help them engage with their customers, easily schedule and prepare for meetings, and review and respond to emails. See the Use the Add-In section in this guide for more information.
Improved Sign-In Experience
The add-in provides a better and more secure sign-in experience. Based on your company's policy, the add-in utilizes OAuth, a feature that allows salespeople stay signed in for longer. See Let Users Stay Signed in to the Add-In for more information.
Easily Modify and Deploy the Add-In
The add-in comes with predefined layouts to use as-is. If you need to make changes, the predefined layouts can be easily tailored using the Oracle Sales for Outlook configuration tool in Oracle Application Composer. The tool makes it easy to migrate modifications from the earlier CX Sales for Microsoft 365 add-in or from the Oracle CX Sales Mobile application, so that you don't need to manually rebuild your previous modifications. See How to Migrate Your Existing Customizations for more information.