Exchange Contact sync

Hi all,

 

Does deleting a contact trigger sync process? If no, how can we do that?

 

Thanks for your help

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Hello Kavian, 

 

In the out-of-the-box version of the application, there is no such functionality.  Anyway, you can discuss the development and implementation of this kind of functionality during advisory hours and contact our manager for further questions.

 

About the basic functionality: there are two ways how Contacts can be synchronized. The first one is manual: for that you need to go to the Contacts section, click the 'Actions' button, choose 'Synchronize contacts' and select the 'Synchrinize now' option. 

 

The second option is using of automatical Contacts synchronization.

 

In this case system will sync contacts every specific interval of synchronization (for example, every minute). The interval (stored in minutes) for the synchronization can be changed in Mailbox synchronization interval system settings:

Even if you enabled the automatical sync process you are still able to sync Contacts manually.

 

Also in the following articles you can find more information about the synchronizing contacts with MS Exchange:

https://academy.creatio.com/documents/technic-sdk/7-16/synchronizing-contacts-ms-exchange?document=

https://academy.creatio.com/documents/administration/7-16/synchronizing-creatio-contacts-ms-exchange-and-microsoft-365-contacts

 

Best regards,

Roman

Hello Kavian, 

 

In the out-of-the-box version of the application, there is no such functionality.  Anyway, you can discuss the development and implementation of this kind of functionality during advisory hours and contact our manager for further questions.

 

About the basic functionality: there are two ways how Contacts can be synchronized. The first one is manual: for that you need to go to the Contacts section, click the 'Actions' button, choose 'Synchronize contacts' and select the 'Synchrinize now' option. 

 

The second option is using of automatical Contacts synchronization.

 

In this case system will sync contacts every specific interval of synchronization (for example, every minute). The interval (stored in minutes) for the synchronization can be changed in Mailbox synchronization interval system settings:

Even if you enabled the automatical sync process you are still able to sync Contacts manually.

 

Also in the following articles you can find more information about the synchronizing contacts with MS Exchange:

https://academy.creatio.com/documents/technic-sdk/7-16/synchronizing-contacts-ms-exchange?document=

https://academy.creatio.com/documents/administration/7-16/synchronizing-creatio-contacts-ms-exchange-and-microsoft-365-contacts

 

Best regards,

Roman

Roman Rak,

Thanks for your response. So correct me if I'm wrong, if an user delete a contact from CRM, that contact will not be deleted from Outlook (for example)?? However, if modified, those modifications will be applied, right?

Kavian Abhari,

Yes, you are correct

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