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Installing Outlook to Siebel Drag and Drop on Client Computers

This topic provides information about installing an addin for Microsoft Outlook on user computers that enables users to drag and drop email messages or email attachments into Siebel Business Applications.

In Siebel Innovation Pack 2017, customers can install the addin Outlook to Siebel Drag and Drop on user computers for use with employee applications. Installing this software enables a user to drag one or more email messages or email attachments from a Microsoft Outlook client and drop it onto a Siebel attachment applet. Each item is saved in an attachment record in the Siebel File System. You can then open this attachment like any other similar type of attachment that you have added to Siebel Business Applications. Outlook to Siebel Drag and Drop is sometimes abbreviated as SODD.

For more information about installing and deploying Outlook to Siebel Drag and Drop, see Desktop Integration Siebel Agent Guide. See also 2117212.1 (Article ID) on My Oracle Support.

NOTE:  Future Siebel Patchset releases for Siebel Innovation Pack 2017 might include an updated version of the Outlook to Siebel Drag and Drop addin. If a new version of the addin is distributed in a patchset release, then the new version will be described in the Siebel Patchset Installation Guide for Siebel CRM, 1614310.1 (Article ID) on My Oracle Support.

Outlook to Siebel Drag and Drop supports the following use cases:

• Drag one email message from the Microsoft Outlook client and drop it into the Siebel CRM application. The email message is saved in a single attachment record. Or drag multiple email messages, which are saved in multiple attachment records.
• Drag one email attachment from the Microsoft Outlook client and drop it into the Siebel CRM application. The email attachment is saved in a single attachment record. Or drag multiple email attachments, which are saved in multiple attachment records.

Related Books

Desktop Integration Siebel Agent Guide

Siebel Fundamentals

2117212.1 (Article ID) on My Oracle Support (about Outlook to Siebel Drag and Drop)

Siebel Patchset Installation Guide for Siebel CRM, 1614310.1 (Article ID) on My Oracle Support