Outlook Plugin

Configuration

The Outlook Mail Plugin needs to be configured both on Odoo and Outlook.

Enable Mail Plugin

First, you need to enable the Mail Plugin feature in your database. Go to Settings ‣ General Settings ‣ Integrations, enable Mail Plugin, and Save the configuration.

Install the Outlook Plugin

  1. Open your Outlook mailbox and select any email.

  2. Click on the More actions button and select Get Add-ins.

    More actions button in Outlook
  3. Select the My add-ins tab.

    My add-ins in Outlook
  4. Under Custom add-ins, click on + Add a custom add-in, and then on Add from URL…

    Custom add-ins in Outlook
  5. Enter the following URL https://download.odoo.com/plugins/v15/outlook/manifest.xml and press OK.

    Entering the add-in URL in Outlook
  6. Read the warning and click on Install.

    Custom add-in installation warning in Outlook

Connect your database

  1. Open any email in your Outlook mailbox, click on the More actions button, and select Odoo for Outlook.

    Odoo for Outlook add-in button
  2. The right-side panel can now display Company Insights. At the bottom, click on Login.

    Logging in your Odoo database

    Note

    Only a limited amount of Company Insights (Lead Enrichment) requests are available as a trial. This feature requires prepaid credits.

    Tip

    If, after a short while, the panel is still empty, it is possible that your browser cookie settings prevented it from loading. Note that these settings also change if you are in “Incognito” mode on your browser.

    To fix this issue, configure your browser to always allow cookies on Odoo’s plugin page.

    For Google Chrome, you can do so by following the guide at: https://support.google.com/chrome/answer/95647 and adding download.odoo.com to the list of Sites that can always use cookies.

    Once done, the Outlook panel needs to be opened again.

  3. Enter your Odoo database URL and click on Login.

    Entering your Odoo database URL
  4. Click on Allow to open the pop-up window.

    New window pop-up warning
  5. If you aren’t logged into your database, enter your credentials.

  6. Click on Allow to let the Outlook Plugin connect to your database.

    Allowing the Outlook Plugin to connect to a database

Add a shortcut to the plugin

By default, the Outlook Plugin can be opened from the More actions menu. However, to save time, it’s possible to add it next to the other default actions.

  1. In your Outlook mailbox, click on Settings, then on View all Outlook settings.

    Viewing all Outlook settings
  2. Select Customize actions under Mail, click on Odoo for Outlook, and then Save.

    Odoo for Outlook customized action
  3. Open any email; the shortcut should be displayed.

    Odoo for Outlook customized action