1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. How CRM Desktop Handles Invitee Lists for a Calendar Appointment

How CRM Desktop Handles Invitee Lists for a Calendar Appointment

The list of invitees in a calendar entry can contain contacts and employees. To process the email addresses that are specified in the list, Siebel CRM Desktop intercepts the call to the EAI Siebel Adapter business service. If the user creates a shared calendar entry in Outlook, then the client attempts to resolve the meeting attendees and categorize the attendees as related contacts or employees when the user saves the calendar entry.

The user might not possess all the contact or employee data that Siebel CRM Desktop requires to parse all attendees, so Siebel CRM Desktop repeats this process during synchronization. If it makes an insert or update request for a calendar entry record, then the Siebel Server validates the meeting attendees. If the server detects any changes in the attendee list, then the server returns the updated list to the client and the server updates the contact and employee lists that are related to the calendar entry.

How Siebel CRM Desktop Handles Invitee Lists for the Update Operation

To handle an invitee list for the update operation, Siebel CRM Desktop does the following work:

  1. Updates the input to the EAI Siebel Adapter business service to reflect changes in the invitee list. This update occurs when Siebel CRM Desktop passes the List of Invitees in the Siebel message in the Email To Line field.

  2. Marks the contacts and employees that Siebel CRM Desktop removes from the updated calendar entry in Outlook, and then updates these records in the message.

  3. Marks and updates the contacts and employees that Siebel CRM Desktop newly added as insert records, and then updates these records in the message.

How Siebel CRM Desktop Handles Invitee Lists for the Query Operation

To handle an invitee list for the query operation, Siebel CRM Desktop does the following work:

  1. It queries the calendar entry to return the invitee list in the To line of the email. To handle this query, Siebel CRM Desktop processes the output Siebel messages that the EAI Siebel Adapter business service returns.

  2. Processes the output from a call to the Query method or the QueryByTemplate method of the EAI Siebel Adapter business service.

  3. If the returned record is an activity record with the type as a calendar entry, then Siebel CRM Desktop modifies it in order to add the email addresses of the employees and contacts in the activity to the email To line. It uses a semicolon to separate each email address. It retains the employee list and the contact list.