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How Siebel CRM Desktop Handles a Shared Activity

Microsoft Outlook supports the concept where more than one user can be associated with the same meeting or task. In this situation, Siebel CRM Desktop prevents the creation of duplicate Siebel activities. It makes sure that it associates only one Siebel CRM activity with a single Microsoft Outlook item that more than one user synchronizes. The first user who synchronizes the Microsoft Outlook item creates the Siebel CRM activity on the Siebel Server. Siebel CRM Desktop links Microsoft Outlook items with the Siebel CRM activity for any subsequent user who synchronizes.

To prevent duplicate records, Siebel CRM Desktop does the following:

1. Uses the unique identifier for the meeting and task that Microsoft Outlook provides.
2. Enters information in the CRMD Integration Id field on the Siebel CRM activity with the unique identifier from Step 1.
3. During synchronization, Siebel CRM Desktop validates that no other Siebel CRM activity includes this same unique identifier.
4. If Siebel CRM Desktop finds that there is no other activity, then it creates a new activity.
5. If Siebel CRM Desktop finds that there is another activity, then it downloads the existing activity with the same unique identifier, and then links it with the Microsoft Outlook item.

For more information, see How Siebel CRM Desktop Prevents Duplicate Records.