Creating Office 365 appointments and meetings from M3 CLM
You can create Office 365 appointments and meetings from M3 CLM activities depending on the activity types that are configured in M3 Mobility Core Toolbox.
To create Office 365 appointments and meetings, you must sign in to Office 365.
These are the additional validations before syncing the Activity updates to Outlook:
- Activity record is not set as DONE
- Activity end date is not set in past date and time
- Updated activity fields are mapped to Outlook fields
Note: The Office 365
sign-in window appears after every successful log in to the M3 CLM whenever performing an action on a
mapped activity, whether connected or not connected to Office 365. Ensure to
turn off the pop-up blocker.
Optionally, you can close the Office 365 sign-in window. If you close the window, integration between M3 CLM and Office 365 may fail. Contact your system administrator for other related information.