Requirements

Creatio Configuration Requirements

1. You must have a Creatio Cloud Instance to use the software. (this comes with SSL/https enabled and which is also required). The instance of creatio should be accessible from the internet.

2. Creatio versions 8.1.4 and up are supported

3. Users interacting with the solution must have the "Access to OData" (CanUseODataService) operation permission.

Access must be restricted to only the necessary objects involved in the integration to maintain security and data governance best practices.

NOTE: After resetting a users role they may have to log into the Full Creatio UI and reset their password.

4. Note: Creatio application logic (workflow) is bypassed as the system uses the oData 4.0 API

5. SSO is not supported (as this requires an on-prem server)

6. Custom Objects are supported and this is an aditional service (charge)

- We can provide

a. Custom system configurations

b. User level configurations

Contact us for details.

7. Your system must use the Activity and Activityfile collections.

8. ActivityCategories should have named items as "To Do","Email", "Meeting" and "Call" (these are in the standard package)

9. Users need to be able to Authorise access to ms-graph to approve the use of this API to get the embedded attachments in emails. This prompt happens when a user files an email. It should only happen rarely when the ms-graph token needs to be refreshed or MS Outlook is restarted.