Configuring Outlook

  1. Select System configuration > Outlook Integration.
  2. Select the General settings tab.
  3. Select Enable Calendar integration.
  4. From the Integration type list, select MS Exchange. The default value is None.
  5. In the Microsoft Exchange server settings section, specify this information:
    Microsoft Exchange server url
    Specify the URL of the Microsoft Exchange Server.
    Microsoft Exchange version
    Specify the v software version of the Microsoft Exchange Server.
    Domain
    Specify the domain where the Exchange Server belongs.
  6. In the Inbound Mail settings section, specify this information:
    Activity type
    Select the activity type. The value in this field is used by the M3 CLM Outlook add-in as the default activity type when you create an activity.
    Communication code/field
    Select the communication code or field. This field is used for matching an email address to a contact of an M3 CLM account.
  7. Click Save.