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Example of How Oracle CRM On Demand Desktop Handles a Shared Microsoft Outlook Appointment That Is Declined


This topic describes an example of how Oracle CRM On Demand Desktop handles a Microsoft Outlook appointment that the meeting organizer shares and that the meeting attendee declines. In this situation, the user receives an invitation from another user through Microsoft Outlook and then declines the invitation:

  1. User 1, the meeting organizer, creates an appointment, shares it, and then sends an invitation to user 2, to the meeting.
  2. User 1 synchronizes. Oracle CRM On Demand Desktop uploads the activity to the Oracle CRM On Demand server.
  3. User 2 receives the meeting invitation. Oracle CRM On Demand Desktop creates a shared meeting in Microsoft Outlook for User 2. Oracle CRM On Demand Desktop shares the meeting because the preference for User 2 is to create new native Microsoft Outlook items as shared. Oracle CRM On Demand Desktop creates the Oracle CRM On Demand activity with User 2 in the user team.
  4. User 2 declines the meeting. Following the meeting rejection, a send notification is sent to the organizer.
  5. Oracle CRM On Demand Desktop deletes the appointment from user 2's calendar.
  6. If user 2 declines the shared meeting, and if the activity is not synchronized with the Oracle CRM On Demand server, then Oracle CRM On Demand Desktop deletes the activity in Microsoft Outlook for user 2. The same situation applies for any meeting participant who unshares or deletes the shared meeting request.
  7. User 1 receives the decline notification, Oracle CRM On Demand Desktop updates Microsoft Outlook and removes user 2 from the user team.
  8. User 1 synchronizes. Oracle CRM On Demand Desktop synchronizes the changes with the Oracle CRM On Demand server.
  9. User 2 synchronizes.
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