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How Oracle CRM On Demand Desktop Handles a Microsoft Outlook Task


This topic describes how Oracle CRM On Demand Desktop handles data for a native Microsoft Outlook task. For more information, see How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Data and Microsoft Outlook Data.

If the user changes or saves a native Microsoft Outlook task and the activity type is set to Task, then Oracle CRM On Demand Desktop does the following work:

  • If the user saves a new Microsoft Outlook task that is shared, then Oracle CRM On Demand Desktop creates a new Oracle CRM On Demand activity.
  • If the user changes a native Microsoft Outlook task, then Oracle CRM On Demand Desktop changes the corresponding Oracle CRM On Demand activity.
  • If the user deletes a native Microsoft Outlook task, and if the user:
    • Is the owner of the activity, then Oracle CRM On Demand Desktop deletes the corresponding Oracle CRM On Demand activity.
    • Is not the owner of the activity, then Oracle CRM On Demand Desktop removes the user from the activity team. Oracle CRM On Demand Desktop does not delete the corresponding Oracle CRM On Demand activity.
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