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.

Using a specific folder is the only option. However, you don't need to only rely on the user to copy emails there. It's possible to setup mailbox rules to do that automatically as well.

Ryan

Thank you Ryan.

Is there any plugin that we could purchase that would smooth the process?

Hello!

Thank you for sharing your question about automating the "Send Invitations" functionality in Creatio.
 

Currently, the out-of-the-box functionality in Creatio does not provide a direct way to trigger the "Send Invitations" action via a business process. 
However, this can be achieved using development tools by implementing custom logic.
 

Kateryna Naboka,

Thanks Kateryna!

Hi,
 

The issue is that Outlook no longer supports Basic authorization.
 

For more details, please refer to:
Deprecation of Basic Authentication in Exchange Online.
 

Therefore, without using the Azure portal, it is not possible to add an Outlook mailbox using a password or app password.
 

It is necessary to register an OAuth 2.0 application as outlined in this article:
Set Up OAuth Authentication for MS Office 365.
 

Thank you for reaching out!
 

Best regards,
Pavlo

Hi Pavlo,

If it's not possible with password and app password. How we'll configure individuals outlook email in Creatio?

Hello!
 

Unfortunately, this is not possible.
Best regards,
Kate

Hi,



No, there are no clear markers indicating the difference between imported activities from Outlook because it involves two-way synchronization logic, and the same activity may later be resynchronized, for example, by another user or when the activity changes on the Outlook side.

These activities are always identical.

We will inform the development team about this need and assess the possibility of implementing a mechanism that would allow distinguishing them.

 

Thank you for reaching out!

Hello!

Unfortunatelly, this feature has been removed in version 8.0.2. In newer versions the new mechanism has been implemented. Now seamless integration is available in Creatio calendar instead. 

The one-side synchronization feature might be returning in future. Please stay tuned for updates!

Hanna Skalko,

Hi,

The one-way calendar sync from Creatio to Outlook is a feature we would also really like to use. Can you please prioritize it and let us know when this is available? Thank you!

Esther M,

Hello!

The Creatio development team has already been informed about this idea. 

Thank you for being an active part of the Creatio community and helping us to improve our products!

Hi Hanna,

Any news about this feature. 

We want choose if an activity on calendar will sync or not with outllok calendar. Is there any parameter to make a specific recod not to sync.

Thanks!

Hello,

This feature is currently acknowledged by our R&D team, but no estimates for its release are available at the moment.

Hi,

+1 for this idea

The sincronization of calendar really needs some more options

It is one area where creatio has taken a step back

Rgds

Luis

Hi, 

+1

I agree, this is something we are struggling for our clients' sales team and our own sales team. The synchronisation possibilities are limited and not. 

(Synchronising everything, upon synchronisation in one direction we have "meetings" then in the other its "todos", etc...)

We need more options and flexibility with this. For daily work of users, current options are not optimal.

Damein

+1
It'd be really helpful to have the flexibility to choose which activities get synced from Creatio to Outlook rather than all or nothing. In 7.18, there was the option to sync activities based on folders in Creatio which was of great use.

Hello Marianne,

It Should be enough to toggle off synchronization, To remove previous e-mails, please create a lookup based on the activity object, then it can be filtered by type "email"  and files can be removed then

Hi, Mitch

This add-on was removed from Creatio Marketplace since it is no longer supported by the developer.

We indeed published two new Outlook add-ons in the meantime. If you are interested in their functionality, you can request a live demo.

Ivan Leontiev,

What are the two new Outlook add-ons? Just to confirm, are you referring to the Kewl Outlook Connector and bglobal Outlook add-on?

Dear Kavian,

As for now, there is no such functionality. R&D team responsible for this functionality is already working on implementing it in the future releases.

Best regards,

Angela