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How a User Can Link an Oracle CRM On Demand Record to a Microsoft Outlook Record

Oracle CRM On Demand Desktop allows the user to change linked values. For example, to choose Oracle CRM On Demand records to link with the email, the user can use the email form, and then perform the following work:

• Use the autocomplete feature when the user types in the field.
• Use the autosuggest feature when the user clicks Contact, Account, or Opportunity on the Extension Bar of the email form.
• Choose an item from an Oracle CRM On Demand control on any shared Microsoft Outlook item:
  • The Oracle CRM On Demand control calls the appropriate dialog box that allows the user to choose one or more records.
  • The dialog box supports creating a new record so long as the permissions on the source dialog box allow that operation.

In another example, Oracle CRM On Demand Desktop allows the user to link an Oracle CRM On Demand activity to one of the following Oracle CRM On Demand records:

• One account
• One lead
• Multiple users
• A book