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How the Origin of an Activity Affects Handling

This topic describes how the origin of an activity affects how the activity is managed in Oracle CRM On Demand and Microsoft Outlook.

Handling an Item from Oracle CRM On Demand

In this situation, Oracle CRM On Demand creates the activity on the Oracle CRM On Demand server. When Oracle CRM On Demand downloads this activity from the Oracle CRM On Demand server, it creates a native Microsoft Outlook item if the current user is the owner of the task, or if the current user is in the meeting participant list. Oracle CRM On Demand creates the activity as a simple appointment. No additional handling occurs in Microsoft Outlook.

Handling an Item from Microsoft Outlook

In this situation, the activity is created in Microsoft Outlook, uploaded to the Oracle CRM On Demand server during synchronization and then downloaded to another user during an incremental synchronization. When Oracle CRM On Demand Desktop downloads this activity from the server, it does not add an item in the Microsoft Outlook calendar. Instead, Oracle CRM On Demand Desktop expects Microsoft Outlook to create the necessary item in the user mailbox. To create the item, Microsoft Outlook executes the native process it uses to send a meeting invitation or to assign a task.

If Oracle CRM On Demand Desktop does this work before it synchronizes the Oracle CRM On Demand activity with the Oracle CRM On Demand server, then Oracle CRM On Demand Desktop links the Oracle CRM On Demand activity with the meeting or task and then displays the item in shared mode. In shared mode, the share bar is active and any related details of the Oracle CRM On Demand activity display in the extended area of the native Microsoft Outlook form. If the user shares the item, then the item might not include all the details that the meeting organizer or task owner specified. These details arrive only after Oracle CRM On Demand Desktop synchronizes the Oracle CRM On Demand activity from the Oracle CRM On Demand server.