Tuesday, February 15, 2011

Gmail Integration with Oracle CRM On Demand using Microsoft Outlook

Using CRMOD? Using Gmail for your emails? Want to have your mails captured inside CRMOD?
The Answer is Yes, But that custom implementation has a cost!!!!
How about getting it for free :) with few simple steps...

*****I know a lot of you know the most obvious solution, But this is for the benefit of others who are still looking for an answer.********

The workaorund will work if you make use of Microsoft Outlook, as the front end client for your Gmails.

1) First you will have to enable POP3/IMAP settings in your Gmail account.

2) Then configure Microsoft Outlook to fetch emails from your Gmail account via POP3/IMAP.

Below link has all the steps required to complete this setup.

http://mail.google.com/support/bin/answer.py?hl=en&answer=77689

Once you are done move along to the next step.

3) Download and Install "Oracle Outlook Email Integration On Demand" plugin. This is available
with no additional cost and can be dowloaded from your CRM On Demand Portal.

To download the install file,
Navigate to My Setup > Data & Integration Tools > Now Click on "Oracle Outlook Email Integration On
Demand" link. Save the install file on your Destop. Once saved, install it.

You can now open an email in your Microsoft Outlook, you will see the "Add to CRM" button.

Not only Gmail, but any webmail which supports POP3/IMAP can be configured in Microsoft Outlook.
So if you are using Yahoo, Hotmail etc then you can easily configure it in the same way.

Found this useful ? Feel free to post your comments !






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2 comments:

  1. POP3/IMAP is not supported by other free email accounts, though this is a good tip for oracle integration.

    ReplyDelete
  2. This approach can work - although outlook is not an option for most google apps users. I3cloud.com has a solution that runs directly with gmail - no outlook required. Http://i3cloud.com

    ReplyDelete