1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. How Siebel CRM Desktop Allows Users to Access Siebel CRM Data

How Siebel CRM Desktop Allows Users to Access Siebel CRM Data

Siebel CRM Desktop allows the user to access Siebel CRM data in Outlook in the following ways:

  • Through responsibility. Similar to how a view allows the user to access data in the Siebel Web Client, Siebel CRM Desktop uses a responsibility to create a relationship between the user and a customization package. This relationship identifies the application metadata that Siebel CRM Desktop sends to the user through metadata synchronization. The metadata defines the objects that Siebel CRM Desktop synchronizes with Outlook. For more information, see Guidelines for Assigning Responsibilities to Customization Packages.

  • Through synchronization filters. The customization package includes metadata files that specify the data access control and the filters to apply when Siebel CRM Desktop synchronizes data with the Siebel Server. For example, the default configuration specifies that the user can synchronize accounts, contacts, and opportunities that are related to the sales team that Siebel CRM assigns to the user.

Depending on your business requirements, you can create different customization packages and assign them to different users through responsibilities. You can create different access control and synchronization filters for each customization package to meet individual user requirements.