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Testing Siebel Outlook Add-In

Perform the following task to test linking and unlinking between Outlook and the Siebel application.

This task is a step in Process of Setting Up Siebel Outlook Add-In.

  1. In Microsoft Outlook, select any calendar, contact, or task record (or create a new record if one does not exist), and then choose Siebel Options > Link Selected Item(s).
  2. Select any record in the Siebel application.

    If the link is successfully created, the link appears in the Existing Links list on the Siebel toolbar.

  3. From the Siebel Options menu, choose Unlink Record to remove the link you just created.

    If you encounter no errors during linking and unlinking, then the communication between Outlook and the Siebel application has been initialized and is working properly.

Related Topics

Linking to Siebel Data from Outlook

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