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Example of How Siebel CRM Desktop Handles a Shared Microsoft Outlook Appointment That Is Declined

This topic describes an example of how Siebel CRM Desktop handles a Microsoft Outlook appointment that the meeting organizer shares and that the meeting attendee declines. In this situation, the user receives an invitation from another user through Microsoft Outlook, and then declines the invitation:

1. User 1, the meeting organizer, creates an appointment, and then shares it and invites user 2, a meeting attendee.
2. User 1 sends an invitation to user 2.
3. User 1 synchronizes. Siebel CRM Desktop uploads the activity to the Siebel Server.
4. User 2 receives the meeting invitation. Siebel CRM Desktop creates a shared meeting in the Microsoft Outlook client of User 2. Siebel CRM Desktop shares the meeting because the preference for User 2 is to create new native Microsoft Outlook items as shared. Siebel CRM Desktop creates the Siebel CRM activity with User 2 in the employee team.
5. User 2 declines the meeting, with the decline set to send notification to the organizer.
6. Siebel CRM Desktop deletes the appointment from the calendar for user 2.
7. If user 2 declines the shared meeting, and if the activity is not synchronized with the Siebel Server, then Siebel CRM Desktop deletes the activity in Microsoft Outlook for user 2. The same situation applies for any meeting participant who unshares or deletes the shared meeting request.
8. User 1 receives the decline notification, Siebel CRM Desktop updates Microsoft Outlook, and removes user 2 from the employee team.
9. User 1 synchronizes. Siebel CRM Desktop synchronizes changes with the Siebel Server.
10. User 2 synchronizes.