Is it possible to select which outlook calendar meetings are synched to Creatio ?

Hello,

Starting from 8.1.4, there is an option to download from Exchange calendar only the meetings marked with the category Creatio sync:

• 
  1. All exported items are marked with a category (newly created or updated)
• 2. Imported meetings (new or updated) are used in Creatio only if marked with a category.
   

The primary use case for this feature: I do not want to synchronize my private meetings (e.g., doctor appointment or family dinner) to Creatio. So I mark only the meetings that should be synchronized to Creatio with the category Creatio sync.

Important:  This is a global option for a mail service provider in Creatio, it cannot be enabled on per user basis.

This option is available for Office365 / Exchange calendars only. It will not work for Google calendars.

Step-by-step instruction
1. The user should create the category Creatio sync in Outlook calendar:


Outlook categories guide: Use categories in Outlook - Microsoft Support

2. Enable the option in the mail server provider in Creatio. Currently it is possible to do it via SQL request only:

MSSQL

update Mailserver set IsLimitMode = 1 where Id = 'your_mailserver_id'

Oralce
update "Mailserver"
set "IsLimitMode" = true
where "Id" = 'your_mailserver_id'

PostgreSQL
update "Mailserver"
set "IsLimitMode" = true
where "Id" = 'your_mailserver_id'

3. As soon as the option is enabled all meetings exported from Creatio to Outlook will have the Creatio sync category assigned. Only the meetings that the user marked with the category Creatio sync will be synchronized to Creatio.

Environment

• Version - 8.1.4+
  
  Note! This is still a beta version of this feature. We would greatly appreciate it if you could share your feedback with us after using this.
  
  
  Best regards,
  Malika

Malika,

Thanks for the detailed reply  ! 

Does it work by directional too ? Activity created in Creatio, gets synched back to Creatio ?

Thank you; 

Damien

Damien Collot,

From Creatio to Outlook, we synchronize all activities that are eligible for syncing and assign a category to them. No additional filters or categories are applied during this process.