Installing the Oracle Fusion CRM for Microsoft Outlook Application


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

2. Installing the Oracle Fusion CRM for Microsoft Outlook Public Certificate

3. Installing the Oracle Fusion CRM for Microsoft Outlook Application


Steps:

  1. After installing the Oracle Fusion CRM for Microsoft Outlook public certificates, you then need to install the Oracle Fusion CRM for Microsoft Outlook application onto the respective laptop or PC.

     

    Download the application from the Oracle Fusion CRM for Microsoft Outlook preference page in the Oracle Fusion Sales application. Then navigate to the installation file and double-click the file to start the installation.

    Step 1

  2. Click the Next button.

    Step 2

  3. Check the User Name and Organization name and amend if necessary.

    Step 3

  4. Select whether the application will be used by anyone who uses the computer, or whether the application will only be used by you. In this example, we will allow the application to be used by anyone who uses the computer.

     

    Click the Anyone who uses this computer option.

    Step 4

  5. Click the Next button.

    Step 5

  6. Check the folder that will be created in the installation. If you want to use a different folder click the Change button.

     

    Once you have confirmed or selected a folder, click the Next button.

    Step 6

  7. Click the Install button.

    Step 7

  8. Now open Microsoft Outlook to enter the Oracle Fusion server login details.

     

    Click the Microsoft Office Outlook button.

    Step 8

  9. Choose the Microsoft Outlook mail profile that you want to use with Oracle Fusion CRM for Microsoft Outlook.

     

    Click an entry in the list.

    Step 9

  10. Click the OK button.

    Step 10

  11. Click anywhere in the CRM for Microsoft Outlook Assistant pane to enter the Oracle Fusion server connection information.

    Step 11

  12. Enter the Oracle Fusion user name information into the User Name field. For example, enter "Jhenderson".

    Step 12

  13. Enter the Oracle Fusion password into the Password field.

    Step 13

  14. Enter the Oracle Fusion server information into the Server field.

    Step 14

  15. Click the Login button.

    Step 15

In this demonstration you learned how to install the Oracle Fusion CRM for Microsoft Outlook application onto a laptop or PC.

 

After installing the application, you will need to synchronize the data. You can find out more information about setting up synchronization in the topic "Setting Up Synchronization: Worked Example".

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