You want to know what are the rules for the download of Accounts in the Outlook Add-in client side integration.
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SAP Cloud For Customer
The accounts that will be downloaded via Outlook Add-in will depend on the Contacts that got downloaded.
Now the Contacts download will depend on the settings you defined in the SAP Cloud For Customer options or Add-in options:
SAP Cloud For Customer:
- General Settings.
- Microsoft Outlook under Groupware Add-In Settings.
- Download Contacts options.
SAP Outlook Add-in:
- On Outlook Add-in click on Settings.
- In the left menu select Contact.
For example, if the option Download only the contacts with whom I have established relationships is enabled, the downloads will only return contacts where the logged in user has a relationship maintained via “Relationships” facet to a Contact. The relationship can be of any type, including Z (custom) relationships. If this is unchecked (default), contacts returned are the same as the "My Contacts" query in SAP Cloud For Customer.
Then the corresponding Accounts will be downloaded for those contacts.
Outlook; Client Side; Accounts; Download; Contacts; Rule; Add-In; Add-on; , KBA , LOD-CRM-GW-OUT , Outlook , How To