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How Siebel CRM Desktop Handles a Microsoft Outlook Task

This topic describes how Siebel CRM Desktop handles data for a native Microsoft Outlook task. For more information, see How Siebel CRM Desktop Maps Fields Between Siebel CRM Data and Microsoft Outlook Data.

If the user changes or saves a native Microsoft Outlook task, then Siebel CRM Desktop does the following work:

• If the user saves a new Microsoft Outlook task that is shared, and if the record with the same global ID does not exist in the Siebel activities, then Siebel CRM Desktop creates a new Siebel CRM activity.
• If the user changes a native Microsoft Outlook task, then Siebel CRM Desktop changes the corresponding Siebel CRM activity.
• If the user deletes a native Microsoft Outlook task, and if the user:
  • Is the owner of the activity, then Siebel CRM Desktop deletes the corresponding Siebel CRM activity.
  • Is not the owner of the activity, then Siebel CRM Desktop removes the user from the employee team. Siebel CRM Desktop does not delete the corresponding Siebel CRM activity.