Siebel CRM Desktop for Microsoft Outlook Administration Guide > Customizing Siebel CRM Desktop > Customizing the Siebel CRM Desktop Application >

Overview of Customizing Siebel CRM Desktop

You can customize Siebel CRM Desktop to achieve the following:

• Extend the set of data that is available to the user.
• Add custom business logic to support the work that the user performs.

Siebel CRM Desktop can synchronize this information with Siebel CRM data in Microsoft Outlook. You can also make the data available to support offline usage when the user possesses limited or no connection to the Internet. You can create an interface where Siebel CRM Desktop stores the information the user requires to complete a business process. This technique allows the user to work in a single application rather than having to navigate between multiple applications, which simplifies the work process.

You Can Customize How Siebel CRM Desktop Processes Objects

To add custom logic for object processing in Microsoft Outlook, you can use Siebel CRM Desktop functionality, such as deduplication or data validation. You can also use JavaScript to create your own custom logic. Because you can use JavaScript to create, delete, modify, and convert objects, you can migrate your Siebel CRM data to Microsoft Outlook, including logic that supports a business process.

You can use a standard Siebel CRM Desktop form to display Siebel CRM objects, or you can create a completely new and custom form. A custom form can contain native Microsoft Outlook controls, such as a text box, or new controls that you develop for Siebel CRM Desktop, such as a lookup or a multiselect list. You can implement these forms through a custom toolbar, which can contain custom actions that you use JavaScript to implement. Some of the basic functionality that allows the user to use Siebel CRM Desktop functionality comes predefined with the product. To display relationships between Siebel CRM objects, the user can use Microsoft Outlook view controls on custom forms. These views are fully configurable and support the functionality of native Microsoft Outlook views. To display Microsoft Outlook objects, you can set the default views that Siebel CRM Desktop uses.