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How the Origin of an Activity Affects Handling

This topic describes how the origin of an activity affects handling.

How the Origin of an Activity Affects Handling if the Item Originates in Siebel CRM

In this situation, Siebel CRM creates the activity on the Siebel Server. When Siebel CRM Desktop downloads this activity from the Siebel Server, it creates a native Microsoft Outlook item if the current user is the owner of the task, or if the current user is in the meeting participant list. Siebel CRM Desktop creates the activity as a simple appointment. No additional handling occurs in Microsoft Outlook.

How the Origin of an Activity Affects Handling if the Item Originates in Microsoft Outlook

In this situation, the activity is created in Microsoft Outlook, uploaded to the Siebel Server during synchronization, and then downloaded to another user during an incremental synchronization. When Siebel CRM Desktop downloads this activity from the server, it does not add an item in the Microsoft Outlook calendar. Instead, Siebel CRM Desktop expects Microsoft Outlook to create the necessary item in the user mailbox. To create the item, Microsoft Outlook runs the native process it uses to send a meeting invitation or to assign a task.

If Siebel CRM Desktop does this work before it synchronizes the Siebel CRM activity with the Siebel Server, then Siebel CRM Desktop links the Siebel CRM activity with the meeting or task, and then displays the item in shared mode. In shared mode, the share bar is active and any related details of the Siebel CRM activity display in the extended area of the native Microsoft Outlook form. If the user shares the item, then the item might not include all the details that the meeting organizer or task owner specified. These details only arrive after Siebel CRM Desktop synchronizes the Siebel CRM activity from the Siebel Server.