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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

基础配置

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:

  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.

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.

价格

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

应用内购买

Lead Generation is an In-App Purchase (IAP) service, which requires prepaid credits to be used. Each request consumes one credit.
如要购买信用,前往 :menuselection:[UNKNOWN NODE problematic]设置 –> 联系人 –> 业务伙伴自动完成或Odoo IAP –> 查看我的服务`并选择一个服务包。