[ADD] general: doc about the sync with outlook's calendar (#765)

- plus redirection of google_calendar_credential.rst from CRM to General > Calendars > Google
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@ -7,7 +7,6 @@ Optimize your Day-to-Day work
optimize/partner_autocomplete
optimize/outlook_extension
optimize/google_calendar_credentials
optimize/onsip
optimize/setup
optimize/gamification

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@ -13,5 +13,6 @@ General
general/multi_companies
general/auth
general/payment_acquirers
general/calendars
general/in_app_purchase
general/developer_mode

9
general/calendars.rst Normal file
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=========
Calendars
=========
.. toctree::
:titlesonly:
calendars/outlook/outlook_calendar
calendars/google/google_calendar_credentials

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=======================================
Synchronization with Outlook's Calendar
=======================================
Synchronizing your **main** Outlook Calendar with Odoo is useful to keep track of your tasks and
appointments, and across all related applications.
Register your application with the Microsoft identity platform
==============================================================
| In order to be able to sync your Outlook Calendar with Odoo's Calendar, a Microsoft Azure account
is needed. The creation of an account is free for users that have never tried or paid for Azure.
For more information, `click here <https://azure.microsoft.com/en-us/free/?WT.mc_id=A261C142F>`_.
| Following, `Set up an Azure AD Tenant <https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-create-new-tenant>`_,
also called environment, which is a representation of an organization, to manage and register apps.
| Ultimately, `Register an Application <https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-register-app>`_,
choosing the appropriate supported account type.
.. note::
When configuring your platform settings, choose *Web* as the appropriate one.
.. image:: media/platform_configurations.png
:align: center
:alt: Adding a platform in Microsoft Azure for Outlook calendar sync in Odoo
.. important::
| For the **Redirect URI restrictions**, copy your Odoo database URI followed by
``/microsoft_account/authentication``. Example:
.. image:: media/redirect_URIs.png
:align: center
:alt: Odoo's database URI that is accepted when microsoft returns authentication
| For more information on the restrictions and limitations of URIs, `check this page <https://docs.microsoft.com/en-us/azure/active-directory/develop/reply-url>`_.
.. note::
Regarding credentials, you must **Add a client secret**, called *Client Secret* in Odoo, which
allows Odoo to authenticate itself, requiring no interaction from your side. *Certificates* are
optional.
Configuration in Odoo
=====================
Go to general *Settings* and activate the *Outlook Calendar* feature.
.. image:: media/outlook_calendar.png
:align: center
:alt: Outlook Calendar feature activated in Odoo
From your Azure portal, under *Overview*, copy your *Application (client) ID*, and paste it to
*Client ID* in Odoo.
.. image:: media/application_client_ID.png
:align: center
:alt: Client ID token to be copied from Microsoft to Odoo
Going back to your Azure portal, now under *Certificates & secrets*, copy your *Client Secret Value*
and paste it to *Client Secret* in Odoo.
.. image:: media/client_secrets.png
:align: center
:alt: Client Secret token to be copied from Microsoft to Odoo
.. _outlook_calendar/sync_with_outlook:
Sync with Outlook
=================
Go to the *Calendar* application and *Sync with Outlook*. You are asked to log in to
your account, if you are not already, and to grant the required permissions.
.. image:: media/sync_with_outlook.png
:align: center
:alt: Calendar view and the button Sync with Outlook in Odoo Calendar
The synchronization is a two-way process, meaning that events are reconciled in both accounts
(Outlook and Odoo).
.. image:: media/synched_with_outlook.png
:align: center
:alt: View of Odoo's Calendar synched with Outlook's Calendar
.. note::
All users that want to use the synchronization simply need to :ref:`sync their calendar with
Outlook <outlook_calendar/sync_with_outlook>`. The configuration of Microsoft's Azure account
is only done once, as Azure AD tenants' are unique, and represent an organization that helps you
to manage a specific instance of Microsoft cloud services for your internal and external users.
.. seealso::
- :doc:`../../../crm/optimize/outlook_extension`
- :doc:`../google/google_calendar_credentials`

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@ -177,4 +177,6 @@ discuss/overview.rst discuss/overview/get_started.rst # (#6
# Redirections introduced in 14.0 :
crm/optimize/mail_client_extension.rst crm/optimize/outlook_extension.rst # mail_client_extension -> outlook_extension | mail_client_extension is the first link provided as a tip in Odoo 14 but should be updated and point directly to outlook_extension
crm/optimize/mail_client_extension.rst crm/optimize/outlook_extension.rst # mail_client_extension -> outlook_extension | mail_client_extension is the first link provided as a tip in Odoo 14 but should be updated and point directly to outlook_extension
crm/optimize/google_calendar_credentials.rst general/calendars/google/google_calendar_credentials.rst # (#765)