Updating forms in outlook
For customizations not specific to Outlook, for example, the default value updated for a field, or for language-specific label changes, use the This example demonstrates how to manage conflicts and duplicates that you may experience during synchronization between Oracle Sales Cloud and Outlook.
Annoyingly this contact dialog automatically goes away when I click somewhere else in Outlook.
In this example, you add a filter to ensure that only opportunities that closed in the last six months from the current date are synchronized to Outlook.
You can create synchronization filters to be available only for specific user roles.
Using the control panel, end users determine what data they want to replicate to Outlook.
However, an administrator can create additional filters here to determine the data that is synchronized.