Enabling Outlook integration

Before you start, ensure to:
  • Configure the Outlook add-in integration. See Infor M3 Customer LifeCycle Management Integrations Library (Cloud), and select Configuration > Integrating Outlook to M3 CLM .
  • Ensure that you have the Tenant ID and Application IDs for M3 CLM Web and Mobile from your Microsoft 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.