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How Oracle CRM On Demand Desktop Displays an Activity in Microsoft Outlook

Oracle CRM On Demand Desktop displays data for an Oracle CRM On Demand activity in Microsoft Outlook in the following ways:

• For a shared appointment, email, or task, Oracle CRM On Demand Desktop displays details of the related activity in the native Microsoft Outlook form. For example, the native Microsoft Outlook appointment form displays the following information:
  • The subject of the Oracle CRM On Demand activity in the Subject field of the native Microsoft Outlook Calendar item.
  • The account that is associated with this Oracle CRM On Demand activity in the Account field in the extended area of the form.

    For example, to review and change the account, opportunity, contacts, leads and users for the Oracle CRM On Demand activity that is related to the shared item, the user can use the native Microsoft Outlook form.

• As a list of Oracle CRM On Demand activity records that are related to a parent sales record, for example, a list of activities that are related to an account or opportunity.

By default, Oracle CRM On Demand Desktop displays a folder for activities in the Microsoft Outlook navigation pane.