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Siebel CRM Desktop for Microsoft Outlook Administration Guide > How Siebel CRM Desktop Works > Metadata That Describes the Siebel CRM Desktop Application > Relationships Between Users, Responsibilities, Customization Packages, and Metadata FilesA Siebel CRM Desktop user is associated with a given Siebel CRM Desktop configuration through a responsibility that a customization package references. When the package is activated and published, a user who is associated with the responsibility can download the configuration that is defined in the package. This configuration is a collection of metadata files that Siebel CRM Desktop stores on the Siebel Server and downloads to Microsoft Outlook during synchronization. Figure 5 illustrates an example of how several users, U1, U2, and U3, are related to several responsibilities, R1, R2, R3, R4, and R5, and how these responsibilities are related with several customization packages, P1, P2, and P3. The following relationships exist between users, responsibilities, customization packages, and metadata files:
How Siebel CRM Desktop Allows the User to Access Siebel CRM DataSiebel CRM Desktop allows the user to access Siebel CRM data in Microsoft Outlook in the following ways:
Depending on your business requirements, you can define different customization packages and assign them to different users through responsibilities. To meet individual user requirements, you can define different access control and synchronization filters for each customization package. |
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