How Siebel CRM Desktop Handles a Shared Microsoft Outlook Calendar Appointment That Is Declined

The example in this topic describes how Siebel CRM Desktop handles a Microsoft Outlook calendar entry that the meeting organizer shares and that the meeting attendee declines. In this situation, the user receives an invitation from another user through Outlook and then declines the invitation:

1. User 1, the meeting organizer, creates a calendar entry and then shares it and invites user 2, a meeting attendee.

2. User 1 sends an invitation to user 2.

3. User 1 synchronizes. Siebel CRM Desktop uploads the activity to the Siebel Server.

4. User 2 receives the meeting invitation. Siebel CRM Desktop creates a shared meeting in the client of User 2. It shares the meeting because the preference for User 2 is to create new native Outlook items as shared. It creates the Siebel CRM activity with User 2 in the employee team.

5. User 2 declines the meeting, with the decline set to send notification to the organizer.

6. Siebel CRM Desktop deletes the calendar entry from the calendar for user 2.

7. If user 2 declines the shared meeting, and if the activity is not synchronized with the Siebel Server, then Siebel CRM Desktop deletes the activity in Outlook for user 2. The same situation applies for any meeting participant who unshares or deletes the shared meeting request.

8. User 1 receives the decline notification, Siebel CRM Desktop updates Outlook, and removes user 2 from the employee team.

9. User 1 synchronizes. Siebel CRM Desktop synchronizes changes with the Siebel Server.

10. User 2 synchronizes.