Outlook Extension

The Odoo CRM Extension is a connector that bridges your Outlook mailbox with your Odoo database. This extension allows you to:

  • Create leads from emails sent to your mailbox.

  • Centralize Prospects“ emails into a CRM.

  • Search and store insights on your contacts.

Overview of the Outlook Extension in Outlook

Примітка

This extension is compatible with the Web version of Outlook as well as the desktop apps.

Важливо

The Outlook Extension uses Partner Autocomplete IAP credits to search and store insights on your contacts. See the Pricing section below for more information.

Налаштування

The Outlook Extension requires to be configured both in Odoo and in Outlook.

Enable the feature on your database

To enable this feature on your Odoo database, go to CRM ‣ Configuration ‣ Lead Generation, enable Outlook CRM Extension, and click on Save.

Install the add-in on Outlook

You can install the Outlook Extension as a Custom Add-in. To do so, follow these steps:

Важливо

URL of the Odoo for Outlook add-in’s manifest file:
https://download.odoo.com/plugins/outlook/manifest.xml
  1. Connect to your Outlook mailbox, open any email, and click on the More actions button, displayed as three little dots.

    The button "More actions" in Outlook
  2. Click on Get add-ins.

    List of actions in Outlook, including the installation of new add-ins
  3. In the new window, select the tab named My add-ins, click on + Add a custom add-in, and then on Add from URL…

    Installation of a custom add-in in Outlook
  4. Outlook prompts you to enter the URL of the add-in’s manifest file. To do so, copy the following URL, paste it in the box, and click on OK.
    https://download.odoo.com/plugins/outlook/manifest.xml
    Getting a custom add-in in Outlook by providing the manifest file's URL
  5. Outlook warns you that Microsoft hasn’t verified the add-in. Click on Install to complete the installation.

Примітка

The Odoo for Outlook add-in is not listed yet on Outlook’s add-ins list. This is why it is currently necessary to install it as a custom add-in.

Add a shortcut to open the extension

By default, you can open the Odoo for Outlook extension from the More actions menu. This section explains how to move the launcher next to the other default actions.

Odoo for Outlook extension as a default action in the mailbox
  1. In your Outlook mailbox, click on Settings, then on View all Outlook settings.

  2. Go to Settings ‣ Mail ‣ Customize actions ‣ Message surface, select Odoo for Outlook, and click on Save.

    add Odoo for Outlook extension as a default action in the message surface

Connect to your database

  1. Open Odoo for Outlook from any email. This opens the extension as a panel on the right side of your screen.

  2. Click on login at the bottom of the extension.

  3. Insert your database’s URL then click on Login.

    Connection to an Odoo database from the Outlook extension
  4. Log into your database by entering your credentials. Skip this step if you are already logged in with this browser.

  5. A message asks you if you want to let Outlook access your Odoo database. Click on Allow to complete the connection.

    Важливо

    Make sure first to enable the feature on your database. Failing to do so would result in an error 404 message.

Примітка

The extension displays some information, even if you do not connect it to any Odoo database. Note that only a limited amount of contact enrichment requests are available as a trial, as this feature requires prepaid credits. See the Pricing section below for more information.

Ціноутворення

The extension is free and doesn’t require any purchase to be installed and used.

However, this extension provides you with Lead Enrichment in the Company Insights section. This service is part of a paid service known as Lead Generation.

The extension allows you to test this service for free, whether you connect the extension to a database or not. After a while, the extension asks you to buy credits to keep using this additional service.

"Could not auto-complete the company: not enough credits!" warning message in the Outlook extension

Порада

You can buy more Lead Generation credits to keep using this service or disregard this message and keep using the extension for free without Lead Enrichment.

Купівлі в додатку

Lead Generation is an In-App Purchase (IAP) service, which requires prepaid credits to be used. Each request consumes one credit.
Щоб купити кредити, перейдіть у Налаштування ‣ Контакти ‣ Автозаповнення партнера або Odoo IAP ‣ Переглянути мої послуги та оберіть пакет.

Примітка

  • If you run out of credits, the only information populated when clicking on the suggested company is the website link and logo.

  • Якщо ви на Odoo Online (SAAS) і у вас версія Enterprise, для тестування функції ви користуєтесь безкоштовними пробними кредитами.

  • Дізнайтеся про нашу Політику приватності тут.