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Using Siebel CRM On Demand Integration for Office

Siebel CRM On Demand Integration for Office is comprised of downloadable template files:

  • Mail Merge for Word
  • Reports and Analysis for Excel

These template files insert special toolbars into Microsoft Word and Microsoft Excel. Using these toolbars, you can manipulate Siebel CRM On Demand data in Word or Excel to create direct mail, mass email, or refreshable offline reports.

This section includes the following topics:

  • Using Mail Merge for Word. Describes the Mail Merge for Word toolbar, provides information about opening Siebel Mail Merge templates properly, and explains how to create a direct mailing or mass email in Word using data from Siebel CRM On Demand.
  • Using Reports and Analysis for Excel. Describes the Reports and Analysis for Excel toolbar, provides background information about creating reports using Reports and Analysis for Excel, and describes how to run existing reports and create new reports using Reports and Analysis for Excel.

If your company uses Segmentation Wizard, a downloadable application that works between Siebel CRM On Demand and Excel, you can build target segments that filter records according to the criteria from a number of record types. To download Segmentation Wizard, click the Training and Support link in the upper-right corner of any page to open the Training and Support Center page. On that page, click the Search Knowledge link, and then sign in to OracleMetaLink. (If you already have an Oracle.com account, you can sign in to OracleMetaLink without registering. If you do not have an Oracle.com account, you must register as a new user before you sign in.) In the MetaLink Knowledge page, click the Downloads link, and then click the link to download the application.

NOTE: To use Siebel CRM On Demand Integration for Office, your administrator must have enabled Web Services. For more information, contact Customer Care.

NOTE: Networks that leverage authenticated proxies are not supported.


Published May 2008