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M3 BE integration
Standard integration
Setting up quotations
Configuring standard quotation settings
Configuring standard quotation settings
Side TOC
Side TOC
M3 BE integration
Initial load
Database record count
Standard integration
Enabling standard integration of specific tables
Disabling standard integration of specific tables
Getting new and updated data from M3
Sending updated M3 data from M3 CLM
Template customers
Setting up quotations
Setting activity type for any quotation
Configuring standard quotation settings
Setting default values for standard quotation
Setting the user defined fields
Setting opportunity update settings
Getting the GRID URL
Configuring equipment quotation settings
Configuring after sales quotation settings
Configuring rental quotation settings
Configuring MCO quotation settings
Viewing quotation