How to filter MS Exchange Synced Activities vs Native CRM Activities? (Calendar Sync)
Hi Community,
When calendar sync is enabled, all of the users' Outlook meetings and appointments flow into the Creatio Task list. To prevent clutter and ensure high user adoption, we need to create a Dynamic Folder that filters out personal Outlook blocks and only shows native CRM customer engagements.
The Goal: Segregate Activity records that originated in MS Exchange from those created natively in Creatio.
What we've tried: We looked for OOTB metadata to filter by but hit a wall:
- The
GlobalActivityIDcolumn remainsNULLeven after a successful sync. - The
CreatedInStoreIdin theSysSyncMetaDatatable is always stamped with the generic CRM local store GUID forExchangeAppointments, making it unreliable for tracking the origin.
we want to know: Is there an Out-of-the-Box configuration, system setting, or recommended best practice to filter synced activities natively?
Regards,
Bala.
Like
Greetings!
Starting from version 8.2.2, a system setting SynchronizedActivitiesCategory was created. This system setting allows defining a category for the activities that are synchronised from an external source.
You should create the system setting with the code 'SynchronizedActivitiesCategory'. After that, create a separate activity category, e.g., Outlook activities, or choose the existing one and define this category in the system settings.
After the above steps are done, all manually created activities will have the default category (unless you define a different one), all automatically synchronised activities will have the category specified by default in this system setting.
This option is available for Office365 / Exchange calendars only. It will not work for Google calendars.
Best Regards,
Creatio Support Team. 
Nicholas Horbenko,
thank you - very helpful to know!
Are you aware of any coming updates to the system settings reference in the academy? For example, as of now I'm unable to find any mention of this functionality in the in the Release Notes of 8.2.2, or any other Academy Article
David Örnek,
Thank you for your feedback.
This feature is planned to be described in detail within our Academy resources.
At the moment, the feature is still in beta, so it has not yet been officially documented.