Creating Office 365 appointments and meetings from M3 CLM

You can create Office 365 appointments and meetings from M3 CLM activities depending on the configuration set in M3 Mobility Core Toolbox.
  • When a 'Selected Status' is defined

    Outlook syncs the activity only when both the status and activity type match the configuration set in M3 Mobility Core.

  • When no 'Selected Status' is defined

    Outlook syncs the activity if the activity type matches the configuration, regardless of the status.

To create Office 365 appointments and meetings, you must sign in to Office 365.

Note: After each successful login to M3 CLM, the Office 365 sign-in window appears when performing an action on a mapped activity, regardless of the connection status to Office 365. Turn off the pop-up blocker to ensure proper functionality.

You may optionally close the Office 365 sign-in window. However, doing so may cause the integration between M3 CLM and Office 365 to fail. Contact your system administrator for additional information.