Bidirectional Sync for Appointments

Bidirectional sync is the sync pattern where the current and future appointments are synced between Outlook and Sales. It’s the default sync pattern for appointments.

During synchronization, all appointments that users share from Outlook with Sales are categorized as Shared with Oracle. This category means that a copy of the appointment has been created in Sales. Depending on your configuration of appointment sync, when a user updates or deletes an appointment in Sales, the changes are synced to Outlook, and vice versa.

In bidirectonal sync, the sync looks at all appointments in Sales that match the saved search you specify in the Appointment Sync region, and syncs those.

Important: Any appointment that's not included in the default saved search criteria set by the user or the administrator is never synced. Past appointments aren't synced from Sales to Outlook.

• All Exchange meetings in the past or future that are shared using the add-in, or that are categorized as Shared with Oracle, are synced to Sales. However, only updates in the future in Exchange to already shared meetings are synced back to Sales.
  • Remember that external meetings in Exchange can be synced to Sales, but they'll be read-only in Sales. See Allow Updating of External Appointments for more information
• Only future Sales appointments (including already shared ones that have updates) that match the criteria of the saved search specified in the Appointment Sync region on the Sync Configuration page are synced to Exchange and categorized as Shared with Oracle. If an appointment was shared but no longer matches the criteria of the saved search, then any updates to it will not be synced to Exchange. However, the appointment will continue to be categorized as Shared with Oracle.
  • Note that any updates synced to Exchange will automatically generate notification emails to invitees regarding the changes to the meeting. If this is not what you want the application to do, see Disable Bidirectional Sync.
• Updates in Sales or Exchange for shared meetings in the past aren't synced between Sales and Exchange.
• Deleted appointments in Sales for shared meetings in the past aren't deleted in Exchange, but the Shared with Oracle category is removed.
• Deleted appointments in Exchange for shared meetings in the past aren't deleted in Sales.
• When the Shared with Oracle category is removed from an Exchange meeting in the future, then the meeting is deleted in Sales. However, past meetings aren't deleted in Sales.