Siebel CRM Desktop for Microsoft Outlook Administration Guide > Customizing Siebel CRM Desktop > Overview of Customizing Siebel CRM Desktop >

About Customizing Siebel CRM Desktop

You can customize Siebel CRM Desktop to do 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.

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

Customizing 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 Outlook, including logic that supports a business process.

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