Odoo Office 365 Contacts

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Odoo

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v 13.0 Third Party 41
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Technical Name ks_office365_contacts
LicenseOPL-1
Websitehttps://store.ksolves.com/
Versions 11.0 13.0 14.0 12.0 17.0 16.0 15.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies
Lines of code 2905
Technical Name ks_office365_contacts
LicenseOPL-1
Websitehttps://store.ksolves.com/
Versions 11.0 13.0 14.0 12.0 17.0 16.0 15.0
ksolves-logo
Community Enterprise

Odoo Office 365 Contacts Connector

Ksolves Office 365 Contacts makes your life a lot simpler by enabling two way synchronization of your Odoo and Office 365 contacts. It lets you choose through simple click to sync contacts either from Odoo to Outlook or the other way round. Combined with Ksolves Office 365 Base features, it provides a way to comprehensively manage your contacts from both worlds.

Free 90 Days Support

Workflow

contacts-workflow
contacts-auto-sync

Screenshots

  • Authentication

    Authentication

  • Import-Contacts

    Import Contacts from Outlook to Odoo

  • Export-Contacts

    Export Contacts from Odoo to Outlook

  • Log-Details

    Log Details

Features

  • arrowr
    Ability to select which way to sync through a simple click.
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    Manageable through a single console along with other Ksolves Office 365 apps.
  • arrowr
    Makes use of powerful features of Office 365 Base.
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    Ability to sync only latest contacts.
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    User can sync according to their choice with the help of filters.
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    Detailed logs available for syncing operations done
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    Advanced search and filter mechanisms for logs analysis
  • arrowr
    Configure and restrict syncing options
  • arrowr
    Ability to continue the sync process where you left last time.

Setup

Authentication
arrow Visit portal.azure.com and login with your Microsoft account
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arrow Click on Azure Active Directory > App registrations > New Registration
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arrow Now, you will be asked to enter name, redirect uri for you App. Redirect uri must be http://your-base-url/office365/callback ( this will be used for authentication ) and now click Register
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arrow Now, Go to Certificate & secret and create a new client secret. Copy the value of the Client Secret ( this will be used for authentication ).
arrow
arrow
arrow Go to Overview and copy value of Application ID ( this will be used for authentication ).
arrow
arrow Click on View API Permissions > Microsoft Graph > Delegated Permissions and choose required permissions and then click on Add permissions at the bottom, as shown below
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Provide ReadWrite permission for Calendar
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This is how the permissions will look like:
arrow
arrow Once you installed the Office 365 Contact module, now go to Settings > Users & Companies > your-admin-account. In Access Rights set ‘Office365 Rights’ to ‘Office365 Manager’ and refresh the page. (Only manager has the right to authenticate the connector, other users will just sync their record)
arrow
arrow
Access Rights must be given according to the User access. Manager level access can access Office 365 settings and authentication.
arrow
User with office365 User can only allowed for syncing.
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arrow Go to Users & Companies > Office365 Settings and set Client ID, Client Secret and Redirect URL ( all these are already generated from the azure portal just paste them here ) and click save.
arrow arrow
arrow Manager level access(Odoo Admin) can access the office 365 utilities from settings as well as from the side menu.
arrow
arrow Click on the Generate Token button as shown below -
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Users will be asked to give permission to read and write to Microsoft Calendar. Click on the Yes button in order to proceed further.
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Click on the office365 menu > Logs menu , It will display as Token generated successfully.
arrow
Office 365 Contacts Features and Working
arrow Click on the Office 365 menu

arrow Click on Office365 Contacts tab
arrow
arrow You will have multiple filters to sync the contacts, there will be two options to sync contacts on both sides. Firstly you have to choose the key fields to sync, it is highly recommended to choose those fields that uniquely identify each contact and should not be empty
woo_7 arrow If you wish to sync only latest contacts, then you need to input the days in order to sync those contacts
arrow
arrow Further, if you wish to filter your contacts then you can choose a domain filter to view your results. This is only applicable from Odoo to Office 365
arrow
arrow You have an option to sync deleted contacts from Odoo and Outlook Contacts, this will deleted any contact from Odoo if its deleted in Outlook Contacts and vice-versa
arrow
arrow Next you can choose appropriate syncing direction
arrow
Syncing Odoo - Outlook Contacts
arrow If you click on 'Sync Office365 contacts to Odoo', your office 365 contacts will be synced with odoo contacts, as shown below arrow
arrow
arrow
Now, you will be redirected to the logs with details of all the contacts that are synced
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If you click on 'Sync Odoo contacts to Office365', your Odoo contacts will be synced with Office 365, as shown below arrow arrow arrow
arrow Now, you will be redirected to the logs with details of all the contacts that are synced arrow
Job Processes Working
arrow User can keep an eye of their previously successful or unsuccessful jobs by visiting Jobs menu on the top
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arrow For any unsuccessful job, you can see how many records are processed and the corresponding reasons for the failures
arrow
arrow
arrow Syncing will resume from the last record processed, and if you want to sync all over again you can delete the entry and start syncing
arrow
Automatic Syncing
arrow You can manually sync your contacts or you can activate cron to do syncing automatically
To activate cron follow the following steps -
Go to Settings, and then Activate the developer mode
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arrow Now go to Technical > Scheduled Actions
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arrow You will see two crons 'Run Office 365 Contact Import Cron' and 'Run Office 365 Contact Export Cron' for importing and exporting respectively.
If you wish to export Odoo Contacts to Outlook Contacts automatically, click on 'Run Office 365 Contact Export Cron'
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arrow You can activate the cron by clicking the Off button, as shown below
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arrow If you wish to import Outlook Contacts to Odoo Contacts automatically, click on 'Run Office 365 Contact Import Cron'
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You can activate the cron by clicking the Off button, as shown below
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Now syncing for all the users will be performed after the given interval

Our Releases

12th October 2021

Latest Release 1.0.6

Fix - Show Login user data on domain.

13th May 2021

Release 1.0.5

Improvement - Import/Export Bulk contacts.

19th April 2020

Release 1.0.4

Improvement - Scope Functionality for user with different rights.

07th January 2020

Release 1.0.3

Fix - Contacts with same email in outlook may not sync

18th December 2019

Release 1.0.2

Feature - Ability to sync deleted contacts

28th November 2019

Release 1.0.1

Fix - Created separate cron for importing and exporting contacts

User Guide

User can find the complete User Guide of Office 365 Contacts inside ks_office365_contacts/documentation/ user_guide folder.

Frequently Asked Question

Yes, our app works with Odoo Enterprise as well as Community.

Please drop email at sales@ksolves.com or raise a ticket through Odoo store itself.

Yes, we do provide free support for 90 days for any queries or any bug/issue fixing.

FREE 90 DAYS SUPPORT

Ksolves will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.

Note:

Extensively Tested on Odoo Vanilla with Ubuntu OS

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+91 120-4299799‬
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