Overview of Oracle CRM On Demand Desktop Lite

This chapter provides an overview of Oracle CRM On Demand Desktop Lite. It includes the following topics:

About Using Oracle CRM On Demand Desktop Lite

Oracle CRM On Demand Desktop Lite is a client-side desktop application that is an extension to Microsoft Outlook. It allows the user to work with Oracle CRM On Demand in a native Microsoft Outlook environment. The data is accessible offline in Microsoft Outlook, and you can synchronize account, contact, appointment, and task records with the Oracle CRM On Demand server when Oracle CRM On Demand Desktop Lite is connected to the Internet.

Oracle CRM On Demand Desktop Lite is a lightweight version of Oracle CRM On Demand Desktop. Many of the features available in Oracle CRM On Demand Desktop are available in Oracle CRM On Demand Desktop Lite. However, there are some differences between Oracle CRM On Demand Desktop and Oracle CRM On Demand Desktop Lite. The following table lists the functionality of Oracle CRM On Demand Desktop and Oracle CRM On Demand Desktop Lite.

Table Oracle CRM On Demand Desktop Lite and Oracle CRM On Demand Desktop Compared

Feature	Desktop Lite	Desktop
Oracle CRM On Demand records synchronized	Contact and activity records are fully synchronized. Account records are partially synchronized. For more information on synchronizing Account records, see Synchronizing Accounts.	Contact, activity, account, opportunity, and lead. For more information on synchronization, see How Oracle CRM On Demand Desktop Synchronizes Data.
Synchronization depth	Child records are not synchronized. However, there is an exception for primary users. A child record is synchronized to maintain a record association. For more information, see Synchronizing Primary Users.	Child objects are synchronized. For more information on synchronization, see How Oracle CRM On Demand Desktop Synchronizes Data.
Synchronization limit	The synchronization limit is 3000 activity records, 2000 contact records, and 2000 account records.	The synchronization limit is 10,000 records. For more information on synchronization, see How Oracle CRM On Demand Desktop Synchronizes Data.
Activity associations	You can associate only the Primary Contact to an activity.	You can associate all contacts to an activity.
Synchronization of email	You can synchronize your email.	You can synchronize your email.
Full synchronization frequency	Full synchronization frequency is once every four hours.	Full synchronization frequency is once every two hours.
Incremental synchronization frequency	Incremental synchronization is unlimited. For more information on synchronization, see How Oracle CRM On Demand Desktop Synchronizes Data.	Incremental synchronization is unlimited. For more information on synchronization, see How Oracle CRM On Demand Desktop Synchronizes Data.
Configuration	Configuration is not supported.	Configuration is supported.
Customization package is linked to Roles	The customization package is not linked to roles.	The customization package is linked to roles.
Duplication checking	Duplication checking is supported for account records.	Duplication checking is supported for account, activity, contact, lead, and opportunity records. Duplication checking is configurable.
Single Sign-On (SSO)	Single Sign-On is supported. For more information on SSO, see Administering Single Sign-On.	Single Sign-On is supported. For more information on SSO, see Administering Single Sign-On.
Online lookup	Online lookup is supported. For more information on online lookup, see Configuring Online Lookup.	Online lookup is supported. For more information on online lookup, see Configuring Online Lookup.
Record pinning	Record pinning is supported. For more information on record pinning, see Configuring the Pin Mode for Records.	Record pinning is supported. For more information on record pinning, see Configuring the Pin Mode for Records.

Installing Oracle CRM On Demand Desktop Lite

To install Oracle CRM On Demand Desktop Lite, you obtain and download either the 32 or 64-bit installer from the Oracle Software Delivery Cloud Web site. Procedures for installing Oracle CRM On Demand Desktop Lite are the same as Oracle CRM On Demand Desktop. For more information on installing Oracle CRM On Demand Desktop Lite, see Process of Installing Oracle CRM On Demand Desktop.

About Oracle CRM On Demand Desktop Lite Privileges

Your company administrator sets up and enables access to Oracle CRM On Demand Desktop Lite. To use Oracle CRM On Demand Desktop Lite, your role must include the Enable access for CRM Desktop Lite privilege. To administer Oracle CRM On Demand Desktop Lite, your role must include the Manage access for CRM Desktop Lite privilege.

About Synchronizing Oracle CRM On Demand Desktop Lite

You can use Oracle CRM On Demand Desktop Lite to synchronize account, contact, appointment, and task records between Oracle CRM On Demand and Microsoft Outlook. This allows you to update contact records, schedule appointments, and keep To-Do lists in either application and then synchronize the information. For more information on synchronization, see How Oracle CRM On Demand Desktop Synchronizes Data with Oracle CRM On Demand.

Synchronizing Contacts

New and updated contact records are synchronized between Microsoft Outlook and Oracle CRM On Demand. Contact activities are synchronized only when the contact is a primary contact for that activity.

You can associate the following information to contact records in Oracle CRM On Demand Desktop Lite:

Account information. You can associate an existing account record (an account record that is already synchronized to Microsoft Outlook) to a contact record. Oracle CRM On Demand Desktop Lite only synchronizes the contact's primary account.
Email. Email can be associated to a contact record. However, email attachments are not synchronized from Oracle CRM On Demand and Microsoft Outlook.
Team members. Oracle CRM On Demand Desktop Lite only synchronizes the contact's primary team member.

Synchronizing Appointments and Tasks (Activities)

New, updated, or deleted activity records are synchronized between Microsoft Outlook and Oracle CRM On Demand. Oracle CRM On Demand Desktop Lite will only synchronize appointment and task records that are directly visible.

Note: Completed email activities are not synchronized by default.

You can associate the following information to activity records in Oracle CRM On Demand Desktop Lite:

Account information. You can associate an existing account record (an account record that is already synchronized to Microsoft Outlook) to the corresponding activity record.
Contact information. Oracle CRM On Demand Desktop Lite only synchronizes contact activities where the contact is the primary contact for that activity.
User information. User is the only association object synchronized by Oracle CRM On Demand Desktop Lite in the same manner as Oracle CRM On Demand Desktop.

Synchronizing Accounts

New and updated account records are partially synchronized between Microsoft Outlook and Oracle CRM On Demand. The entire account record is not synchronized, only a few fields of the account record are synchronized. Oracle CRM On Demand Desktop Lite synchronizes the following account fields: Account Name, Account Teams, Book Name, Location, and Description.

Email can be associated to account records and synchronized by Oracle CRM On Demand Desktop Lite. However, email attachments are not synchronized from Oracle CRM On Demand and Microsoft Outlook.

Synchronizing Primary Users

Child records are not synchronized between Microsoft Outlook and Oracle CRM On Demand. However, there are some child records that are synchronized because they are necessary to maintain record associations. For example, Oracle CRM On Demand Desktop Lite synchronizes the primary user of a contact or activity only if the contact is the primary contact for a contact or activity.

Synchronization Limits

The total number of records available to be synchronized is limited to 2000 contacts, 2000 accounts, and 3000 activities on the Oracle CRM On Demand server. If the limit is reached, then an error is returned. The error will not stop the overall synchronization process, just the synchronization of the impacted record. To avoid this error, you can use synchronization filters to reduce the number of Oracle CRM On Demand records that are available in Oracle CRM On Demand Desktop Lite. For more information on synchronization filters, see Using Filters in Oracle CRM On Demand Desktop.

The frequency of manual full synchronizations is monitored in Oracle CRM On Demand Desktop. If a user tries to perform a full synchronization within four hours of the last full synchronization, then a unique error code is generated.

Synchronization Deduplication and Conflict Resolution

Oracle CRM On Demand Desktop Lite supports deduplication and conflict resolution for accounts. For more information on deduplication and conflict resolution during synchronization, see How Oracle CRM On Demand Desktop Handles a Conflict During Synchronization.