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About Siebel Outlook Add-In

The Siebel Outlook Add-In lets users link to Siebel records from Microsoft Outlook calendar appointments, contacts, and tasks using controls in the Microsoft Outlook interface.

The Siebel Outlook Add-In adds the following controls to the Calendar, Contacts, and Tasks views of the user's Microsoft Outlook interface:

• Siebel Options menu

  The Siebel Options menu allows you to link a selected Microsoft Outlook item to a record in the Siebel application, to remove existing links, or to access recently created links.

• Siebel toolbar

  The Siebel toolbar allows you to link the selected Microsoft Outlook item to a record in the Siebel application or to use an existing link to go to a record in the Siebel application.

• Right-click menu items

  The Siebel right-click menu allows you to link the selected Microsoft Outlook item to a record in the Siebel application or to remove existing links.

• Siebel tab in Options dialog box

  The Siebel tab in the Options dialog box allows you to setup communication settings in your Siebel application.

Using these controls a user can link Siebel records to Microsoft Outlook calendar, contacts, or task records. After a user links a Siebel record to a Microsoft Outlook record, the user can use the link to navigate from Microsoft Outlook directly to the linked record in the Siebel application. The Microsoft Outlook object you have linked is also synchronized with the Siebel application during the next synchronization cycle. For example, if a user creates a calendar appointment in Microsoft Outlook and then links that appointment to a relevant Opportunity in the Siebel application, the user can navigate from Microsoft Outlook directly to the Siebel opportunity and, after the next synchronization cycle, the Microsoft Outlook calendar appointment is associated with the Siebel opportunity record as a Siebel opportunity activity.

Siebel Outlook Add-In uses the same permissions as PIMSI Engine for allowing specific users to synchronize calendar, contact, and task data. For more information about setting permissions, see Process of Setting SSSE Group and User Access Controls.

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