Outlook 插件¶

Outlook 允许第三方应用程序连接，以便通过电子邮件执行数据库操作。Odoo 有一个 Outlook 插件，可通过电子邮件面板创建商机。

配置¶

Outlook:文档:`邮件插件<../mail_plugins>`需要在Odoo和Outlook上配置。

启用邮件插件¶

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

安装Outlook插件¶

下载（Save Page As ‣ Web Page XML only）以下 XML 文件以便稍后上传：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.

完成此步骤后，选择左侧的我的插件选项卡。

Under Custom Addins towards the bottom, click on + Add a custom add-in, then select Add from file…

下一步，附上上文下载的`manifest.xml`文件，然后点击确认。接下来，阅读警告并点击安装。

连接数据库¶

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.

右侧面板现在可以显示**公司洞察**。在底部，点击登录。

備註

只有数量有限的 **公司洞察**（潜在客户丰富）请求可作为试用数据库使用。此功能需要预付点数。

小訣竅

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.

要解决这个问题，请将浏览器配置为始终允许在 Odoo 的插件页面上使用 cookies。

对于 Google Chrome 浏览器，请按照以下指南更改浏览器 cookie 设置： https://support.google.com/chrome/answer/95647，并将 download.odoo.com 添加到 Sites that can always use cookies 的列表中。

完成后，需要再次打开 Outlook 面板。

现在，输入 Odoo 数据库 URL 并点击登录。

然后，点击允许打开弹出窗口。

如果用户尚未登录数据库，请输入凭据。点击允许让 Outlook 插件连接到数据库。

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.

備註

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.

備註

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.

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