Synchronization of Calendar Items

SSSE performs synchronization of Microsoft Outlook calendar appointments with Siebel CRM through the appointment Organizer’s calendar only, provided that the Organizer is enabled to use SSSE. This means that appointments created in Microsoft Outlook, or changes or updates to appointments made in Microsoft Outlook, are only synchronized to Siebel CRM when the Organizer’s records are synchronized, and not when appointment attendee records are synchronized.

Changes made by attendees to calendar appointments in Microsoft Outlook, for example, accepting or deleting meeting invitations, are propagated within Microsoft Outlook to the Organizer and other attendees. When SSSE synchronizes the Organizer, any changes made to the appointment in Microsoft Outlook by the Organizer or attendees since the last synchronization cycle are reflected in the Organizer’s calendar and are synchronized with Siebel CRM.

At synchronization, the value of the Exchange Organizer field is mapped to the value of the Siebel Owner field, provided that the Organizer has a corresponding employee record in Siebel Business Applications. The values listed as Exchange Attendees are mapped to the Employees or Contacts fields in the Siebel Calendar Detail form, depending on whether or not each Attendee’s Microsoft Exchange email address matches the email address for a Siebel employee record.

Employee participants can view the calendar item in their Siebel calendars. The calendar appointment is created regardless of each participant’s Accept/Decline status.

Note: Exchange Attendees must be specified on the Scheduling tab of the Microsoft Outlook calendar item.SSSE does not support entering attendees using the Contacts field on the Appointment tab of the calendar item.

Provided that the Organizer is sync-enabled, the data that appears in the Siebel calendar item is updated if the Organizer modifies the appointment in Microsoft Exchange, and subsequent synchronizations propagate the modifications to the attendees' copies of the appointment in Microsoft Exchange. If any attendee modifies the Siebel calendar item, then subsequent synchronizations propagate the modifications to attendees' copies of the appointment in Microsoft Exchange.

Note: It is recommended that changes to calendar items created in Microsoft Exchange are made in Microsoft Exchange, not in Siebel Business Applications.

If the meeting Organizer does not have synchronization enabled, then the calendar item is synchronized with Siebel CRM for all attendees who have synchronization enabled, and a calendar (activity) record is created in Siebel CRM with the Siebel administrator as the owner. For additional information, see Special Handling When the Exchange Organizer Is Not Mapped or Enabled to Use SSSE.