Oracle CRM On Demand Desktop Administration Guide > How Oracle CRM On Demand Desktop Handles Oracle CRM On Demand Data > How Oracle CRM On Demand Desktop Handles an Activity >

How an Activity Is Created or Modified


The user can use one of the following ways to perform read, update, create, and delete operations:

  • Use the Add Appt or Add Task buttons.
  • Use a form for an item in Microsoft Outlook that includes a relationship with an activity, such as all the activities for an account. This form allows the user to link the activity with an Oracle CRM On Demand record in Microsoft Outlook, such as an account, opportunity, lead, or contact, and to display the link to the corresponding activity.

Oracle CRM On Demand Desktop can create an activity for an item in Microsoft Outlook, such as an appointment in the calendar, a task, or an email.

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