Creating Outlook appointment based on Activity status

Administrators may optionally define a status for creating activities in Outlook. Once mapped, Outlook integration uses this configuration to generate appointments or meetings from M3 CLM activities.

The system synchronizes only activities that match both the defined status and activity type.

  1. Select System configuration > Outlook integration > Appointment settings > Create activity in Outlook based on status.
  2. Select a status from the Available Status list.
  3. Click the right arrow.

    Optionally, you can also remove a status by selecting a record from the Selected Activity list and then click the left arrow.

  4. Click Save.