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How Oracle CRM On Demand Desktop Handles a Microsoft Outlook Calendar Item That the User Saves, Changes, or Deletes

The following actions occur if the user saves, changes, or deletes an item in the Microsoft Outlook calendar:

• If the user saves a new Microsoft Outlook calendar item that is shared, then Oracle CRM On Demand Desktop creates a new Oracle CRM On Demand activity in Microsoft Outlook.
• If the user changes an appointment in the Microsoft Outlook calendar, and if the user is the owner of the activity or the ownership mode is set to Book or Mixed, then Oracle CRM On Demand changes the activity.
• If the user changes an appointment in the Microsoft Outlook calendar, and if the user is not the owner of the activity and the ownership mode is Owner and Team, then Oracle CRM On Demand Desktop does not change the organizer appointment in Microsoft Outlook. It is not necessary to synchronize the appointment. Oracle CRM On Demand Desktop does not update the Oracle CRM On Demand Desktop activity.
• If the user deletes an appointment from the Microsoft Outlook calendar, and if the user is not the owner of the activity or the ownership mode is set to Book, then Oracle CRM On Demand Desktop removes the user from the participant list. If the activity is not synchronized with the Oracle CRM On Demand server, then Oracle CRM On Demand Desktop deletes the activity in Microsoft Outlook for each participant.
• If the user deletes an appointment from the Microsoft Outlook calendar, and if the user is the owner of the activity, then Oracle CRM On Demand Desktop removes the activity.
• If the user synchronizes an All Day event from Microsoft Outlook with the Oracle CRM On Demand Calendar, then the synchronization does the following:
  • Saves the event with a start time and end time of 12:00 A.M.
  • Uses the start and end date values that the user specifies in Microsoft Outlook.

    For a single All Day event, this behavior results in an Oracle CRM On Demand Calendar entry that includes a start time of 12:00 A.M and an end time of 12:00 A.M.

• If the user's record ownership is configured to book mode, then records with an owner value are not synchronized between Oracle CRM On Demand Desktop and Oracle CRM On Demand. Records with no book value are also not synchronized. If the record ownership is in mixed mode, then synchronization does occur. However, if no Owner ID or Book ID is provided, then the records are not synchronized unless the user is on the team. User mode visibility is the same visibility as in Version 2.0 and is the default visibility mode for this release.

For more information, see How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Activities and Microsoft Outlook Calendar.