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How the Origin of an Activity Affects Handling

This topic describes how the origin of an activity affects handling.

How the Origin of an Activity Affects Handling if the Item Originates in Siebel CRM

If an item originates in Siebel CRM, then Siebel CRM creates the activity on the Siebel Server. When Siebel CRM Desktop downloads this activity from the Siebel Server, it creates a native Outlook item if the current user is the owner of the task, or if the current user is in the meeting participant list. CRM Desktop creates the activity as a simple calendar appointment. No additional handling occurs in Outlook.

How the Origin of an Activity Affects Handling if the Item Originates in Microsoft Outlook

If an item originates in Outlook, then Siebel CRM Desktop creates an activity in Microsoft Outlook, uploads it to the Siebel Server during synchronization, and then downloads it to another user during an incremental synchronization. When CRM Desktop downloads this activity from the server, it does not add an item in the Outlook calendar. Instead, it expects Outlook to create the necessary item in the user mailbox. To create this item, Outlook runs the native process that it uses to send a meeting invitation or to assign a task.

If CRM Desktop does this work before it synchronizes the Siebel CRM activity with the Siebel Server, then it links the Siebel CRM activity with the meeting or task and then displays the item in shared mode. In shared mode, the share bar is active and any related details of the Siebel CRM activity display in the extended area of the native Outlook form. If the user shares the item, then the item might not include all the details that the meeting organizer or task owner specified. These details only arrive after CRM Desktop synchronizes the Siebel CRM activity from the Siebel Server.