Enabling Outlook integration

Before you start, ensure to:
  • Configure the Outlook add-in integration. See Infor M3 Customer LifeCycle Management Configuration Guide for Infor Operating Service for the steps.
  • Ensure that you have the Tenant ID and Application IDs for M3 CLM Web and Mobile from your Azure administrator.
  • Select Outlook as the email application at System configuration > System settings > Additional Settings.

You can access Office 365-related settings at System configuration > Outlook integration.