Synchronize calendar with MS Exchange and Microsoft 365

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Use the mailbox synchronization setup page to set up the synchronization of the Creatio activities with the MS Exchange or Microsoft 365 tasks and meetings (Fig. 1). There are several ways to access the page:

  • Click btn_com_roles_actions_menu.pngEdit email accounts in the communication panel.

  • Select ActionsSynchronize activitiesSet up... in the Activities section.

This command contains the name of the account (for example, John.best@mycompany.com settings).

Fig. 1 Example of synchronizing Creatio activities with the MS Exchange calendar.
scr_chapter_exchange_synchronisation_calendar_synch.png

Set up the import of Exchange activities to Creatio 

To set up the import of the MS Exchange or Microsoft 365 meetings into Creatio:

  1. On the Meetings and tasks tab, select the Import meetings checkbox.

  2. Select the Import all appointments and meetings option to import all records from MS Exchange or Microsoft 365 calendars.

    If you only want to import records from the selected calendars, select the Import appointments and meetings from specific MS Exchange calendars option. Open the list of calendars and select the calendars you wish to import.

  3. Select the Import tasks checkbox and if necessary, select folders whose tasks must be imported.

  4. Click Save on the mailbox synchronization setup page.

    This will import your calendar tasks to Creatio. In this case only those tasks whose owner is the current user of Creatio will be imported. Setting up the import of tasks is similar to that of the meetings.

Set up the export of Creatio activities to Exchange 

To set up the export of Creatio activities to MS Exchange or Microsoft 365:

  1. On the Meetings and tasks tab, select the Export activities checkbox.

  2. Select the Export all tasks and meetings option to export all activities to which you have access.

    If you only want to export activities from specific folders, select the Export tasks and meetings from specific folders option. A list of folders corresponds to the folders configured in the Activities section

  3. Click Save on the mailbox synchronization setup page.

    As a result, the activities of the “Appointment” type will be created in MS Exchange or Microsoft 365 when exporting tasks with the Display in calendar checkbox checked. When exporting tasks with the Display in calendar checkbox unchecked, the activities of the “Task” type will be created in MS Exchange or Microsoft 365.

Synchronize activities with MS Exchange and Microsoft 365 

Activities can be synchronized between Creatio and the Exchange server automatically. To enable automatic synchronization, select the Synchronize activities automatically checkbox and select the date in the Import activities starting from field. To perform the synchronization, open the Activities section, click the Actions button and select the Synchronize contactsSynchronize now.