Plugin Outlook¶
Outlook allows for third-party applications to connect in order to execute database actions from emails. Odoo has a plugin for Outlook that allows for the creation of an opportunity from the email panel.
Cấu hình¶
The Outlook Mail Plugin needs to be configured both on Odoo and Outlook.
Enable Mail Plugin¶
First, enable the Mail Plugin module in the database. Go to , enable Mail Plugin, and Save the configuration.
Install the Outlook Plugin¶
Download () the following XML file to upload later: https://download.odoocdn.com/plugins/outlook/manifest.xml.
Next, open the Outlook mailbox, and select any email. After completing this, click on the Apps button in the upper right-side, then click Get add-ins.
Following this step, select the My add-ins tab on the left-side.
Under Custom Addins towards the bottom, click on + Add a custom add-in, then select Add from file...
For the next step, attach the manifest.xml file downloaded above, and press OK. Next,
read the warning and click on Install.
Connect the database¶
Now, Outlook will be connected to the Odoo database. First, open any email in the Outlook mailbox, click on the Apps button in the upper right-side, and select Odoo Inbox Addin.
The right-side panel can now display Company Insights. At the bottom, click on Login.
Ghi chú
Only a limited amount of Company Insights (Lead Enrichment) requests are available as a trial database. This feature requires prepaid credits.
Mẹo
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.
To fix this issue, configure the browser to always allow cookies on Odoo's plugin page.
For Google Chrome, change the browser cookie settings 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 this is complete, the Outlook panel needs to be opened again.
Now, enter the Odoo database URL and click on Login.
Next, click on Allow to open the pop-up window.
If the user isn't logged into the database, enter the credentials. Click on Allow to let the Outlook Plugin connect to the database.
Using the inbox plugin¶
To use the plugin, open any email in the Outlook mailbox, click on the Apps button in the upper right-side, and select Odoo Inbox Addin to open the panel.
Ghi chú
The options available in the panel will vary based on the applications installed in the database.
Create a contact¶
To create a contact record in Odoo from an email, click the (circle plus) icon.
Ghi chú
A contact record must be created before a lead/opportunity can be created.
Create an opportunity¶
To create an opportunity from an email, click the (plus) icon next to Opportunities. Doing so opens a new opportunity record in Odoo in a new tab. The subject of the email is used as the opportunity title, and the content of the email is added to the Notes tab of the opportunity.
Create a task¶
To create a task from an email, click the (plus) icon next to Tasks. Then, enter the title of the project where the task should be created in the resulting field, and select the appropriate project from the resulting list. This opens a new task record in Odoo in a new tab. The subject of the email is used as the task title, and the content of the email is added to the Description tab.
Create a ticket¶
To create a task from an email, click the (plus) icon next to Tickets. Doing so opens a new ticket record in Odoo in a new tab. The subject of the email is used as the ticket title, and the content of the email is added to the Description tab of the ticket.