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Extensions to the Microsoft Outlook User Interface

Oracle CRM On Demand Desktop extends Microsoft Outlook to store and display Oracle CRM On Demand sales data within Microsoft Outlook. The following are some examples of these extensions:

• Custom toolbar buttons
• Custom menu items
• Custom forms that display Oracle CRM On Demand data
• Custom controls that are embedded in Microsoft Outlook forms that display Oracle CRM On Demand data
• Personalization options dialog box
• Predefined Oracle CRM On Demand views in Microsoft Outlook folders, for example, the Oracle CRM On Demand Opportunities for Account view.

To allow the user to perform a variety of tasks, Microsoft Outlook uses these extensions. The following are some examples of work that the user can perform:

• Creating new Oracle CRM On Demand data in Microsoft Outlook
• Marking a Microsoft Outlook item to be shared with Oracle CRM On Demand data and associated sales data
• Viewing and editing sales data
• Starting a standard Microsoft Outlook action, such as sending an email or scheduling a meeting in the context of a sales item

Oracle CRM On Demand Desktop performs a variety of validations on data entry. The following are some examples of validation that Oracle CRM On Demand Desktop performs:

• Confirming that the data type is valid for a given field
• Making sure each required field includes information
• Making sure certain fields are disallowed, depending on the access rules for conditional data