Do's & Don'ts

daniel Oracle CRM on Demand, Outlook Sync

What the Plugin can do: Synchronize Contacts in both directions (or only from CRM to Outlook). Synchronize Appointments in both directions. Synchronize Tasks in both directions. You can decide whether to synchronize private data or not. Synchronization is done based on record ownership, only „My“ records are synchronized. What the Plugin cannot do: Repeating Tasks need to be handled in …

Synchronization Criteria

daniel Oracle CRM on Demand, Outlook Sync

For the synchronization please be aware of following: The synchronization of Contacts is based on the Creation / Modification Date of the according record. The synchronization of Appointments is based on the Appointment Date Range of the according record. The synchronization of Tasks is based on the Due Date of the according record. Due to the fact that the synchronization …