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