Hi all,

it used to be possible in version 7 of Creatio to sync with MS Exchange.

The mailbox integration now doesn't support this any longer.

@community: how are you dealing with this limitation? Do you have workarounds for it?

@Creatio: are there any plans on re-introducing this feature? It is very often a question raised in presales activity!

Thanks,

Robert

Hello,

I added a new mailbox to our our Creatio on-prem instance and want to download emails from customized folders.  I've selected this option but no folders are displaying. What could be causing this?

Thank you!

Hi community!

I have tried to update my customer's version from 7.17.1 to 7.18.5.

Everything worked fine until version 7.18.2. The update process stopped with the following errors:

[10:51:58] List of errors occured during utility execution: 

[10:51:58] 1) Autogenerated\Src\GlbExchangeGroupHelper.GlbExchangeFolderSynchronizer.cs(52,45) error CS0029: Cannot implicitly convert type 'System.Threading.Tasks.Task' to 'Microsoft.Exchange.WebServices.Data.ContactsFolder' 

[10:51:58] 2) Autogenerated\Src\GlbExchangeGroupHelper.GlbExchangeFolderSynchronizer.cs(85,35) error CS1503: Argument 1: cannot convert from 'System.Threading.Tasks.Task' to 'Microsoft.Exchange.WebServices.Data.ContactGroup' 

[10:51:58] 3) Autogenerated\Src\GlbExchangeGroupHelper.GlbExchangeFolderSynchronizer.cs(68,41) error CS0029: Cannot implicitly convert type 'System.Threading.Tasks.Task' to 'Microsoft.Exchange.WebServices.Data.ContactGroup' 

[10:51:58] 4) Autogenerated\Src\GlbExchangeGroupHelper.GlbExchangeFolderSynchronizer.cs(98,45) error CS0029: Cannot implicitly convert type 'System.Threading.Tasks.Task' to 'Microsoft.Exchange.WebServices.Data.ContactGroup' 

[10:51:58] 5) Autogenerated\Src\GlbExchangeGroupHelper.GlbExchangeFolderSynchronizer.cs(163,48) error CS0029: Cannot implicitly convert type 'System.Threading.Tasks.Task' to 'Microsoft.Exchange.WebServices.Data.ContactsFolder' 

[10:51:58] 6) Autogenerated\Src\GlbExchangeGroupHelper.GlbExchangeFolderSynchronizer.cs(134,45) error CS0029: Cannot implicitly convert type 'System.Threading.Tasks.Task' to 'Microsoft.Exchange.WebServices.Data.ContactGroup' 

 

The errors are coming from the following marketplace addon: Exchange contacts sync for Creatio | Creatio Marketplace

From the release notes, I found out that there was a net standard change in the exchange sync feature in version 7.18.2.

The logfile also states that the file Microsoft.Exchange.WebServices.dll is missing in the directory Terrasoft.WebApp\Terrasoft.Configuration\Lib. Instead, the file Microsoft.Exchange.WebServices.NETStandard.dll is now there.

I tried copying the DLL from the backup into this directory, but it didn't solve the problem.

I also tried regenerating and rebuilding with the WorkspaceConsole, but since the addon is still installed, the errors are still there.

I haven't found a way to remove packages with the WorkspaceConsole (at least it's not documented). I know clio can do this, but since the web app is nonfunctional, I guess this is no option.

Any ideas are very much appreciated!

Thanks,

Robert

 

Hi, 



can the exchange listener on an on-prem installation connect both to a local microsoft exchange service as well as Microsoft 365 ? 



Some users would connect their email with Micosoft Exchange and other departments are on Microsoft 365 



https://academy.creatio.com/docs/user/on_site_deployment/containerized_…



Thanks, 



Damien

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

The MS Exchange is a software that operates on the server. It is responsible for receiving and storing the emails that are sent. While, the Microsoft Outlook is the desktop email client. Using an Outlook, users can retrieve their emails from the Exchange Server. In order to do that, the POP (Post Office Protocol) is used. At the same time MS Outlook application can be used not only with MS Exchange, but also with Gmail, Yahoo, and other providers that support SMTP/IMAP/POP. You can read more here.

Integration of bpm’online sales with MS Exchange allows you to sync emails, contacts and calendar items (tasks). As you know, bpm’online 7.x products concept has 3 types of Activities: Email, Call and task. Task has categories that allow MS Exchange to understand if this task is just a Task or it is a Meeting, so should be considered as a Calendar item. There is no such thing as an ‘invitation’ to a meeting that is in Outlook application, neither in MS Exchange itself nor in bpm’online. The email record, which can be an invitation or any other email is a separate record from the task record. You can connect all Activities related to the ‘Opportunity’ record using the ‘Connected to’ block of fields, so the communications history will be kept on the ‘History’ detail of the Opportunity.

If you need to send an MS Outlook invitation, then it should be sent from MS Outlook as it has no relation with bpm’online. However, the meeting can be easily synced with bpm’online Calendar using MS Exchange integration if MS Outlook is used together with MS Exchange, not with Gmail, for example.

In case you just need to inform the contact about the meeting, but not to send the MS Outlook invitation, then you can create the necessary email using the business process or manually and send it from bpm’online.

Of course, the integration between MS Exchange and bpm’online has to be set up first to enable the synchronization, or the integration with email account has to be set up to enable email sending and receiving using bpm’online. Following the link, you will find a Customization Guide. Please, open it and go to p. 68 to read about how to set up the integration between bpm’online and MS Exchange. Thank you.