Question
How to filter MS Exchange Synced Activities vs Native CRM Activities? (Calendar Sync)
16:21 Mar 19, 2026
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.
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