Removing the CRM Desktop Add-In for a Single User

This topic describes how to remove the Siebel CRM Desktop add-in if it is installed for a single user.

To remove the Siebel CRM Desktop add-in for a single user

1. Do the following:

   1. Do a synchronization in Microsoft Outlook.

   2. Backup personal data.

   To avoid a loss of data, it is recommended that the user synchronize and back up all personal data before removing the Siebel CRM Desktop add-in. For more information, see How Siebel CRM Desktop Handles Items If the User Removes the Siebel CRM Desktop Add-In.

2. Remove the Siebel CRM Desktop add-in:

   1. In Microsoft Windows, click the Start menu, choose Settings, and then open the Control Panel.

   2. In the Control Panel, open the Add or Remove Programs application.

   3. In the Currently Installed Programs window, click CRM Desktop, and then click Remove.

      Siebel CRM Desktop automatically does the following work:

      • Removes the data structure

      • Removes Siebel CRM data

      • Removes every shared calendar entry and To Do item that it created to support Siebel CRM activities

      • Removes shared contacts

      Siebel CRM Desktop treats native Outlook items in the following ways:

      • Converts every unshared calendar entry, To Do item, and contact to a native Outlook item

      • Leaves every shared calendar entry and To Do item that originated in Outlook as a native Outlook item in the corresponding Outlook folder

      • Leaves every native Outlook item and Outlook email message in the corresponding Outlook folder