Dear all,
We are currently trying out the synchronization of activities in the calendar between Creatio and Outlook. The expected behaviour is to have activities created in the CRM be replicated into Outlook.
To this end, in the email account settings, tab Meetings & Activities, we have selected the Automatic synchronization (with sync period 1 week) as well as the Export activities, by precising that only activities of the user's account must be replicated (we do not want to have all CRM activities of all users be replicated into our personal Outlook calendar).
Unfortunately, activities don't seem to get replicated.
I have tested it as well following indications from this page : https://academy.creatio.com/documents/administration/7-15/synchronizing-creatio-calendar-ms-exchange-calendar?document=team
As a result, the activities of the “Appointment” type will be created in MS Exchange when exporting tasks with the [Display in calendar] checkbox checked. When exporting tasks the with the [Display in calendar] checkbox unchecked, the activities of the “Task” type will be created in MS Exchange.
No matter whether the checkbox is indeed checked or not, nothing is replicated.
Is there a system setting to be adapted or any other configuration to be done ?
Many thanks in advance for the insight.
Amandine
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Please try to switch off "Synchronize activities automatically", save it and then switch it on.
This action will restart the sync trigger.
If it won't help, please create a request to support@creatio.com so we could perform a more thorough investigation of the issue on your site.
Thank you.
Bohdan Zdor,
Hi,
Is this feature still available? I'm trying follow
https://academy.creatio.com/documents/administration/7-15/synchronizing-creatio-calendar-ms-exchange-calendar?document=team but there is no Mettings and tasks tab, instead I hace calendar which only allowing me to Synchronize calendar automatically.
Thanks in advance,
Chani
Hello,
Unfortunately, this function is not available in the new versions of Creatio. In new versions, it is just a toggle "Synchronize calendar automatically". In the new calendar synchronization, all additional settings are enabled by default.
If you turn on this toggle "Synchronize calendar automatically". This one option provides:
- First - calendars will be exported in real-time and imported via a quartz job once every minute;
- Participants' statuses will be displayed on the Activity card;
- Only the organizer will be able to change anything in the Activity;
- Once the activity is changed, participants will get an update.