Creating a New Microsoft Outlook Profile for Oracle Fusion CRM for Microsoft Outlook

This demonstration is part of a set of related demonstrations that show you how to install Oracle Fusion CRM for Microsoft Outlook onto a laptop or PC.

1. Creating a New Microsoft Outlook Profile for Oracle Fusion CRM for Microsoft Outlook

2. Installing the Oracle Fusion CRM for Microsoft Outlook Certificate

3. Installing the Oracle Fusion CRM for Microsoft Outlook Application

Steps:

1. You can use any Microsoft Outlook mail profile with Oracle Fusion CRM for Microsoft Outlook, except for an IMAP profile. Therefore, you can either use your existing Microsoft Outlook profile, or set up a new mail profile. This demonstration is an example of how to set up a new Microsoft Outlook profile.

    

   Open the Control Panel and double-click the Mail icon.

   Step 1

2. Click the Show Profiles button.

   Step 2

3. Click the Add button.

   Step 3

4. Enter the desired name for the Oracle Fusion CRM for Microsoft Outlook profile into the Profile Name field, for example, "CRM Outlook".

   Step 4

5. Click the OK button.

   Step 5

6. Now you need to enter your e-mail account details.

    

   Enter the desired information into the Your Name field, for example, "Julian Henderson".

   Step 6

7. Enter the desired e-mail information into the E-mail Address field. For example, "julian.h@ads.com".

   Step 7

8. Enter the desired information into the Password field. Enter

    "*****"
   or "****"
   .
   Step 8

9. Re-enter the password into the Retype Password field.

   Step 9

10. You will need to add the CRM server details to the Oracle Fusion CRM for Microsoft Outlook profile, so click the Manually configure server settings or additional server types option.

     

    Step 10

11. Click the Next button.

    Step 11

12. Click the Internet E-mail option.

    Step 12

13. Choose the E-mail Service that is applicable for your mail server.

     

    Click the Next button.

    Step 13

14. Select the relevant Account Type for your mail server.

     

    Click an entry in the list.

    Step 14

15. Enter the relevant incoming mail server information into the Incoming mail server field. For example, "ads.com".

    Step 15

16. Enter the desired information into the Outgoing mail server (SMTP) field. For example, enter "ads.com".

    Step 16

17. Enter your e-mail user name into the User Name field. For example, enter "jhenderson".

    Step 17

18. Enter the desired information into the Password field. Enter

     "*****"
    .

     

    If required, enter additonal e-mail

    settings by clicking on the

    More Settings button.

    Step 18

19. It is advisable to test the account settings you have just entered by clicking the Test Account Settings button.

    Step 19

20. Click the Next button.

    Step 20

21. Click the Finish button.

    Step 21

22. To complete the set up of the mail profile, click the OK button.

    Step 22

In this demonstration you learned how to create a Microsoft Outlook profile for use with Oracle Fusion CRM for Microsoft Outlook.

Next, you need to install the Oracle Fusion CRM for Microsoft Outlook public certificate, which is explained in the demonstration called "Installing the Oracle Fusion CRM for Microsoft Outlook Public Certificate".

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