Oracle CRM On Demand Desktop Administration Guide > Customizing Oracle CRM On Demand Desktop > Customizing Oracle CRM On Demand Desktop >

Overview of Customizing Oracle CRM On Demand Desktop

You can customize Oracle CRM On Demand Desktop to achieve the following:

• Extend the set of data that is available to the user.
• Add custom business logic to support the work that the user performs.

Oracle CRM On Demand Desktop can synchronize this information with Oracle CRM On Demand data in Microsoft Outlook. You can also make the data available to support offline usage when the user possesses limited or no connection to the Internet. You can create an interface where Oracle CRM On Demand Desktop stores the information the user requires to complete a business process. This technique allows the user to work in a single application rather than having to navigate between multiple applications, which simplifies the work process.

You Can Customize How Oracle CRM On Demand Desktop Processes Objects

To add custom logic for object processing in Microsoft Outlook, you can use Oracle CRM On Demand Desktop functionality, such as deduplication or data validation. You can also use JavaScript to create your own custom logic. Because you can use JavaScript to create, delete, modify, and convert objects, you can migrate your Oracle CRM On Demand Desktop data to Microsoft Outlook, including logic that supports a business process.

You can use a standard Oracle CRM On Demand Desktop form to display Oracle CRM On Demand objects, or you can create a completely new and custom form. A custom form can contain a native Microsoft Outlook control, such as a text box, or new controls that you develop for Oracle CRM On Demand Desktop, such as a lookup or a multiselect list. You can implement these forms through a custom toolbar, which can contain custom actions that you use JavaScript to implement. Some of the basic functionality that allows the user to use Oracle CRM On Demand Desktop functionality is predefined. The user can use Microsoft Outlook view controls on custom forms to display relationships between Oracle CRM On Demand objects. These views are configurable and support the functionality of native Microsoft Outlook views. You can also set the default views that Oracle CRM On Demand Desktop uses to display Microsoft Outlook objects.