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How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Activities and Microsoft Outlook Calendar

Table 19 describes how Oracle CRM On Demand Desktop maps objects between an Oracle CRM On Demand activity and Microsoft Outlook calendar.

Table 19. How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Activities and Microsoft Outlook Calendar
Oracle CRM On Demand Field
Microsoft Outlook Field
Required
Comments

Owner

For more information, see How Oracle CRM On Demand Assigns the Meeting Organizer If The Organizer Is Not an Oracle CRM On Demand User.

Yes

None.

PIM Meeting Participants

List of participants for the appointment, delimited by a semicolon (;).

No

None.

Users

List of users that is received from the list of participants when Oracle CRM On Demand Desktop resolves the primary email of the employees.

No

Oracle CRM On Demand Desktop performs the preliminary resolution when an appointment is saved. To improve the quality of this list, after the next synchronization, the Oracle CRM On Demand server analyzes the processing that occurs on the server.

Contacts

List of contacts that is received from the list of participants that remain after employees are removed from this list when Oracle CRM On Demand Desktop resolves the primary email of the contacts.

No

The logic that applies to the Users field also applies to the Contacts field.

Type

Type that the user specifies when linking the Oracle CRM On Demand record. The default value is Meeting.

No

The user can choose the activity type in the form of the Microsoft Outlook calendar item only for an activity that contains an Activity value of Appointment.

The default value is specified in a customization package. You can change this value.

Subject

For more information, see How Oracle CRM On Demand Desktop Handles an Item That Is Marked Private.

Yes

The value that is set for a private task is specified in the customization package and is included in the localization resources. For more information on localization resources and customizing localization for Oracle CRM On Demand Desktop, see Customizing Localization.

 

Priority

The values are:

  • 1-High
  • 2-Medium
  • 3-Low

Microsoft Outlook priority

The values are:

  • 1-High
  • 2-Medium
  • 3-Low

No

For more information, see How Oracle CRM On Demand Desktop Maps the Priority Field.

Description

Description

A private calendar item does not include a description.

No

None.

Account

Account association that the user specifies when the user links an Oracle CRM On Demand record.

No

None.

Opportunity

Opportunity association that the user specifies when the user links an Oracle CRM On Demand record.

No

None.

StartTime

Start Date/Time

Yes

This is the start time of the Oracle CRM On Demand appointment.

EndTime

End Date/Time

Yes

None.

Duration

Duration

Yes

None.

Meeting Location

Location

No

None.

How Oracle CRM On Demand Desktop Handles an Item That Is Marked Private

Oracle CRM On Demand Desktop handles an item that is marked Private in the following ways:

  • From Microsoft Outlook to Oracle CRM On Demand. Assume the user shares a meeting with Oracle CRM On Demand and also adds a check mark to the Private check box to make this meeting private. In this situation, Oracle CRM On Demand Desktop synchronizes the meeting and the setting of the Private check box to the Oracle CRM On Demand server. It performs this synchronization in the same way that it synchronizes any other field. Oracle CRM On Demand does not display the contents of this meeting to any user who interacts with the Oracle CRM On Demand server except the meeting owner.
  • From Oracle CRM On Demand to Microsoft Outlook. If the user is directly associated with an activity, then a filter on the action object causes Oracle CRM On Demand Desktop to synchronize this activity with Microsoft Outlook even if the Private check box for this field contains a check mark. For example, assume the Private check box in an activity for an account contains a check mark. In this situation, Oracle CRM On Demand Desktop does the following:
    • Downloads and displays this activity for the user who is associated with it.
    • Does not download or display this activity to any user who is not associated with this activity record, even if this user is on the Account Team.

How Oracle CRM On Demand Desktop Maps the Priority Field

Table 20 describes how Oracle CRM On Demand Desktop maps the Oracle CRM On Demand priority fields with those in Microsoft Outlook.

Table 20. How Oracle CRM On Demand Desktop Maps the Priority Field
Oracle CRM On Demand Values
Microsoft Outlook Values

3 - Low

Low

2 - Medium

Normal

1 - High

High
    
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