Siebel CRM Desktop for Microsoft Outlook Administration Guide > How Siebel CRM Desktop Handles Siebel CRM Data > How Siebel CRM Desktop Handles an Activity >

How an Activity Is Created or Modified


The user can use one of the following ways to perform read, update, create, and delete operations:

  • Use the Add Activity button.
  • Use a form for an item in Microsoft Outlook that includes a relationship with an activity, such as all the activities for an account. This form allows the user to link the activity with a Siebel CRM record in Microsoft Outlook, such as an account, opportunity, or contact, and to display the link to the corresponding activity.

Siebel CRM Desktop can create an activity for an item in Microsoft Outlook, such as an appointment in the calendar, a task, or an email.

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