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How Oracle CRM On Demand 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, Oracle CRM On Demand Desktop prevents the creation of duplicate Oracle CRM On Demand activities. It associates only one Oracle CRM On Demand activity with a single Microsoft Outlook item when more than one user synchronizes that activity. The first user who synchronizes the Microsoft Outlook item creates the Oracle CRM On Demand activity on the Oracle CRM On Demand server. Oracle CRM On Demand Desktop links Microsoft Outlook items with the Oracle CRM On Demand activity for any subsequent user who synchronizes activities.

To prevent duplicate records, Oracle CRM On Demand Desktop does the following:

1. Uses the unique identifier for the meeting and task that Microsoft Outlook provides.
2. Enters information in the iCRMId field on the Oracle CRM On Demand activity with the unique identifier from Step 1.
3. During synchronization, Oracle CRM On Demand Desktop validates that no other Oracle CRM On Demand activity includes this same unique identifier.
4. If Oracle CRM On Demand Desktop finds that there is no other activity, then it creates a new activity.
5. If Oracle CRM On Demand 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 Oracle CRM On Demand Desktop Prevents Duplicate Records.