odoo office 365

by
Odoo

538.42

v 13.0 Third Party 37
Required Apps CRM (crm)
Technical Name odoo_office365
LicenseOPL-1
Websitehttp://www.techloyce.com
Also available in version v 12.0 v 11.0 v 10.0
You bought this module and need support? Click here!
Required Apps CRM (crm)
Technical Name odoo_office365
LicenseOPL-1
Websitehttp://www.techloyce.com
Also available in version v 12.0 v 11.0 v 10.0

Odoo Office 365

Odoo is a fully integrated suite of business modules that encompass the traditional ERP functionality. Odoo office 365 Connector provides the opportunity to sync calendar, contacts,task and mail between ODOO and office 365.




Demo Video






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Key Features And Functions

  • Sync Odoo calendar to office 365.
  • Sync office 365 calendar to Odoo.
  • Sync Office365 outlook inbox messages to Odoo if customer exist in Odoo.
  • Sync Office365 outlook sent messages to Odoo if customer exist in Odoo.
  • Send email from Odoo to customer automatically using Ofiice 365.
  • Sync Odoo tasks to office 365.Note: This feature is only available in beta in Graph API, which does not support production Database.So,Task does not work on production database.
  • Sync office 365 tasks to ODOO.
  • Sync Odoo customers to office 365.
  • Sync office 365 customers to odoo.
  • All syncing can be done manually.
  • All syncing can be done automatically.



Package Scope

Features Odoo Community Odoo Enterprise Odoo.sh
Contact
Task (Does not support in production database) (Does not support in production database)
Email
Calendar



Setting Rights for Users to use Office365 functionality

  • Once you installed office365, if you can't find office settings in odoo main menu then Enable Developer Mode.
  • Go to Settings --> groups --> Open any Group for which need to add Rights.
  • Add Office365 setting and user setting Access Rights in selected Group.



office 365 Credentials




  • You must have a microsoft account to use this connector.
  • Go to LINK and create an app
  • Click Register App and give Name.
  • Choose the Account Types.



  • After save the apps, you can see your application(client) Id and redirect url.



  • Add redirect url here. You can add any url in redirect url which will return you a code after successfully logged in you office365 account. In my case it is http://localhost:8069/ .



  • To get Secret key, Go to Certificate & secrets and click to New Client Secret.



  • After compelete the proccess, copy(Application id,redirect url and secret key).
  • Open ODOO. Go to settings --> users & companies --> office 365.
  • Enter client id and secret(password that you generate earlier), Redirect URI and click Activate.



  • Now go to Main Menu --> Office365 Settings



  • Open the link given in front of Login URL in new tab. This will ask microsoft credentials. After you enter credentials it will ask for permissions. Click Allow.
  • Now it will be redirected back to ODOO
  • You have to copy code from the URL as you can see in the screenshot and paste it in ODOO office 365 settings in code field and click generate token button



Sync Calendar

  • Now Go to office 365 Calendar tab.
  • Click Sync office 365 Calendar to ODOO button. Now if you go to ODOO calendar you can see your meetings from office 365 calendar are imported in ODOO.
  • Click Sync ODOO Calendar to office 365 button. Now if you go to ODOO calendar you can see your meetings from ODOO calendar are exported to Office 365.



ODOO Calendar

  • Now Go to ODOO calendar, here you can see your meetings are synced.



Office 365 Mail

  • You can send messages to the customer by your office 365 Mail.
  • Go to CRM > leads. open a lead. In the bottom you can send messages to the customer. These messages will be sent to the customer's email by your office 365 mail.
  • You can also send attachemts as well.
  • You can perform same for lead, opportunity, quotaion, sale order, invoice and customer.



Import office 365 Mails(inbox and sent) to ODOO Mail

  • Now Go to settings--> users and open user. In office 365 Mail Sync tab.
  • Here you can see button.
  • Click Import Customers Mails if you want to sync your Mails for Customer. You can view customers mails in sales--> customers app.



Send ODOO messages to user's email




Now Go to Customer to which send Mail,here when you send message in Contact it will be sent to Customer's email address using your office 365 credentials. It Also supports sending attachments.

Message in ODOO

Sent Mail




Export Contacts From Odoo To Office365

  • Go to Office 365 mail and Contacts.Click Export Contacts to Office365.



Import Contacts From Office365 To ODOO

  • Go to Office 365 mail and Contacts.Click Import Contacts from Office365.



Sync tasks between office 365 and ODOO

  • Go to Settings --> users --> Administrator --> office 365 Task tab.
  • Click Import Tasks From office 365 to ODOO button. Now go to sales --> order --> customers. At the end in Planned activities section you can view synced tasks. If you delete a task in office 365 then when you will sync task in ODOO that deleted task will be deleted from ODOO as well.
  • Click Export Tasks From ODOO to office 365 button. All user(logged in)’s tasks from ODOO will be exported to office 365. Also if you go to sales --> order --> customers and create an activity. This activity will also be created in office 365 as Task. Now if you delete this task in ODOO it will be deleted in office 365 as Well.



If you want to hide contact and emails from other odoo user

You have to set the access rule in odoo.

Follow these steps






  • To set the access rule for email or contacts in odoo, you need to activate developer mode and and Go to technical > security>record rule.






  • Create new rule.






  • Click You can select the object on which you want to apply record rules like message, contact, order etc. You can give read/write access right by check the Buttons.
  • You need to define rule in Rule Defination(Domain Filter) like below where we defined the rule for an author.




Auto Schedulers

  • Go to settings > Technical > Automation > Scheduled Action.
  • Here you can see schedulers to sync data between office 365 and odoo.
    • Auto office 365 calendar export
    • Auto office 365 calendar import
    • Auto office 365 tasks export
    • Auto office 365 tasks import
    • Sync office 365 Mail



Setting Rights for other Users to use Office365 functionality

  • Enable Developer Mode.
  • Go to Settings --> groups --> Open any Group for which need to add Rights.
  • Add Office365 setting and user setting Access Rights in selected Group.



Suggested Products




License Terms

Package is non distributable and can only be used by the organization which is buying the package
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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Odoo
contact
by on

hi there on gennaury 7th i contacted you for a upgrade from 'odoo office 365 v12' to v13 from your internal module, but no body answared me. can you pls ASAP answare me to info@realcom.ch many thx yann

Odoo
Re: contact
by on Author

Hi Yann, Please send us an email with your Office 365 purchase receipt. Thanks