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Siebel CRM OpenUI F9/Microsoft Outlook Integration Within DISA Framework (Doc ID 2117013.1)

Last updated on AUGUST 24, 2021

Applies to:

Siebel CRM - Version 15.10 [IP2015] and later
Information in this document applies to any platform.

Purpose

Feature Summary


When using Siebel CRM application to manage customer interactions through emails, application users may choose using third-party email clients to send outbound emails. With the new DISA framework, Siebel CRM application users can start to benefit from the full integration between Siebel Email Response (F9) and Microsoft Outlook Client. The solution is supported with Siebel on Open UI.

Usage Flow

Scope

 Applicable Releases:

Siebel Innovation Pack 2014.16 and onward
Siebel Innovation Pack 2015.10 and onward
Siebel Innovation Pack 2016

 

Siebel Release External Email Client Microsoft Outlook
IP15 PatchSet 1 to 9 F9 in Open UI: supported

Supports native email clients with limitations (no attachments from Siebel, no HTML template, limited body length). Native email clients refer to Microsoft Outlook, Mozilla Thunderbird, or Lotus Notes.

Required Step:
Configuring Email Response to Capture Emails Sent with External Email Clients. Refer to

Not Applicable
IP15 PatchSet 10 and above F9 in Open UI: supported

Supports native email clients with limitations (no attachments from Siebel, no HTML template, limited body length).
Native email clients refer to Microsoft Outlook, Mozilla Thunderbird, or Lotus Notes.

Required Steps:
1. Add manifest configurations of emailpmodel.js (not applicable to IP2016).
Refer to ""Siebel CRM OpenUI F9/Microsoft Outlook Integration"" on My Oracle Support (Doc ID 2117013.1)


2. Configuring Email Response to Capture Emails Sent with External Email Clients. Refer to Bookshelf > Siebel Email Administration Guide > Managing Workflows for Siebel Email Response > Configuring Email Response to Capture Emails Sent with External Email Clients

F9 in Open UI: supported

Supports full integration between MS Outlook Client and Siebel.

Required Steps:
1. Install and configure Desktop Integration Siebel Agent (DISA).
Refer to "Install and Deploy Desktop Integration Siebel Agent (DISA)" on My Oracle Support (Doc ID 2261758.2).


2. Add manifest configurations of emailpmodel.js (not applicable to IP2016).
Refer to ""Siebel CRM OpenUI F9/Microsoft Outlook Integration"" on My Oracle Support (Doc ID 2117013.1)


3. Configuring Email Response to Capture Emails Sent with External Email Clients. Refer to Bookshelf > Siebel Email Administration Guide > Managing Workflows for Siebel Email Response > Configuring Email Response to Capture Emails Sent with External Email Clients

 

Details

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In this Document
Purpose
 Feature Summary
Scope
  Applicable Releases:
Details
 Steps to implement F9/Microsoft Outlook Integration feature:
References

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