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How Oracle CRM On Demand Desktop Handles a Microsoft Outlook Email Message

Oracle CRM On Demand Desktop handles a Microsoft Outlook email message in the following ways:

• Saves the email message as an Oracle CRM On Demand activity and sets the activity type to Email. The customization package specifies the type of activity.
• Sets the Activity value to Task.
• Creates one Oracle CRM On Demand activity for each Microsoft Outlook email message that is created.
• Allows the user to link the Oracle CRM On Demand activity to an Oracle CRM On Demand record. For more information, see How a User Can Link an Oracle CRM On Demand Record to a Microsoft Outlook Record.
• Saves the first email message as an .msg attachment along with the activity that is created.

If the user deletes the source email message or moves it to a new folder, then Oracle CRM On Demand Desktop does not change the activity. Deleting or modifying the activity does not affect the source email. For more information, see How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Data and Microsoft Outlook Data.

How Oracle CRM On Demand Desktop Handles Oracle CRM On Demand Data with Manual Email Processing

The user starts manual email processing from the email form. For more information, see How a User Can Link an Oracle CRM On Demand Record to a Microsoft Outlook Record.