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How Oracle CRM On Demand Desktop Handles an Oracle CRM On Demand Activity That the User Saves, Changes, or Deletes

Microsoft Outlook internally associates an Oracle CRM On Demand activity with an appointment or task. Oracle CRM On Demand Desktop applies the following logic if a user saves, changes, or deletes an Oracle CRM On Demand activity:

• If the activity does not include an associated item, then Oracle CRM On Demand Desktop attempts to find the related Microsoft Outlook item, and then associates it with the activity.
• If the activity exists in Microsoft Outlook, then Oracle CRM On Demand Desktop links it to the corresponding Microsoft Outlook item.
• If the activity originates as Oracle CRM On Demand data, and if Oracle CRM On Demand Desktop cannot find a correlation, then it creates a new Microsoft Outlook item and associates it with the activity. The type of Microsoft Outlook item that Oracle CRM On Demand Desktop creates depends on the following value in the Activity field of the activity:
  • If the value in the Activity field is Appointments, then Oracle CRM On Demand Desktop creates an appointment.
  • If the value in the Activity field is Tasks, then Oracle CRM On Demand Desktop creates a task.

The mapping that Oracle CRM On Demand Desktop creates between the Microsoft Outlook calendar item and the first Oracle CRM On Demand Desktop activity is the same as that described in How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Activities and Microsoft Outlook Calendar. However, Oracle CRM On Demand Desktop performs the following additions:

• Sets the value in the Show Time As field of the native Microsoft Outlook appointment to Busy
• Sets the appointment label to None