Outlook Plugin

Outlook memungkinkan aplikasi pihak ketiga untuk terhubung guna menjalankan tindakan database dari email. Odoo memiliki plugin untuk Outlook yang memungkinkan pembuatan peluang dari panel email.

Catatan

Plugin Outlook tersedia untuk versi desktop dan web Outlook. Lihat artikel add-in Microsoft.

Konfigurasi

Mail Plugin Outlook perlu dikonfigurasi baik di Odoo maupun Outlook.

Penting

Pastikan untuk memeriksa versi database di aplikasi Pengaturan --> Pengaturan Umum, di bagian bawah halaman.

Untuk versi database 19.2 dan yang lebih baru, lihat dokumentasi terbaru untuk instruksi instalasi.

Aktifkan Mail Plugin

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

Instal Outlook Plugin

Unduh (Save Page As ‣ Web Page XML only) file XML berikut untuk diunggah nanti: https://download.odoocdn.com/plugins/outlook/manifest.xml.

Next, open the Outlook mailbox, and select any email. After completing this, click on the More actions button in the upper right-side and select Get Add-ins.

Tip

For locally installed versions of Microsoft Outlook, access the Get Add-ins menu item while in preview mode (not with a message open). First, click on the ... (ellipsis) icon in the upper right of the previewed message, then scroll down, and click on Get Add-ins.

Setelah langkah ini, pilih tab My add-ins di sisi kiri.

Under Custom add-ins towards the bottom, click on + Add a custom add-in, and then on Add from file...

Untuk langkah berikutnya, lampirkan file manifest.xml yang diunduh di atas, dan tekan OK. Selanjutnya, baca peringatannya dan klik Install.

Hubungkan database

Now, Outlook will be connected to the Odoo database. First, open any email in the Outlook mailbox, click on the More actions button in the upper right-side, and select Odoo for Outlook.

Panel sisi kanan sekarang dapat menampilkan Company Insights. Di bagian bawah, klik Login.

Catatan

Hanya jumlah terbatas permintaan Company Insights (Lead Enrichment) yang tersedia sebagai database percobaan. Fitur ini memerlukan kredit prabayar.

Tip

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

Untuk memperbaiki masalah ini, konfigurasikan browser agar selalu mengizinkan cookie pada halaman plugin Odoo.

Untuk Google Chrome, ubah pengaturan cookie browser dengan mengikuti panduan di: https://support.google.com/chrome/answer/95647 dan tambahkan download.odoo.com ke daftar Situs yang selalu dapat menggunakan cookie.

Setelah selesai, panel Outlook perlu dibuka kembali.

Sekarang, masukkan URL database Odoo dan klik Login.

Selanjutnya, klik Allow untuk membuka jendela pop-up.

Jika user belum masuk ke database, masukkan kredensial. Klik Allow untuk mengizinkan Outlook Plugin terhubung ke 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.

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

Now, select Customize actions under Mail, click on Odoo for Outlook, and then Save.

Following this step, open any email; the shortcut should be displayed.

Using the plugin

Now that the plug-in is installed and operational, all that needs to be done to create a lead is to click on the O [Odoo icon] or navigate to More actions and click on Odoo for Outlook. The side panel will appear on the right-side, and under Opportunities click on New. A new window with the created opportunity in the Odoo database will populate.