[ADD] CRM: new documentation about Outlook Extension (#761)

- This documentation describes how to install and use the new Outlook CRM Extension.
- redirection: mail_client_extension.rst -> outlook_extension.rst

  - mail_client_extension.html is the first link provided as a tip in Odoo 14 but should be updated and point directly to outlook_extension.html

crm/optimize.rst

@@ -5,8 +5,9 @@ Optimize your Day-to-Day work
 .. toctree::
    :titlesonly:
 
+   optimize/partner_autocomplete
+   optimize/outlook_extension
    optimize/google_calendar_credentials
    optimize/onsip
    optimize/setup
-   optimize/partner_autocomplete
    optimize/gamification

crm/optimize/outlook_extension.rst

@@ -0,0 +1,154 @@
+=================
+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.
+
+.. image:: media/outlook-extension-overview.png
+   :align: center
+   :alt: Overview of the Outlook Extension in Outlook
+
+.. note::
+   This extension is compatible with the Web version of Outlook as well as the desktop apps.
+
+.. important::
+   The Outlook Extension uses *Partner Autocomplete IAP credits* to search and store insights on
+   your contacts. See the :ref:`Pricing section <outlook_extension/pricing>` below for more
+   information.
+
+.. _outlook_extension/configuration:
+
+Configuration
+=============
+
+The Outlook Extension requires to be configured both in Odoo and in Outlook.
+
+.. _outlook_extension/enable-feature:
+
+Enable the feature on your database
+-----------------------------------
+
+To enable this feature on your Odoo database, go to :menuselection:`CRM --> Configuration --> Lead
+Generation`, enable **Outlook CRM Extension**, and click on *Save*.
+
+.. _outlook_extension/add-in-installation:
+
+Install the add-in on Outlook
+-----------------------------
+
+You can install the Outlook Extension as a **Custom Add-in**. To do so, follow these steps:
+
+.. important::
+   | URL of the **Odoo for Outlook** add-in's manifest file:
+   | ``https://download.odoo.com/plugins/outlook/manifest.xml``
+
+   .. todo:: add copy button when the feature is added to the doc
+
+#. Connect to your Outlook mailbox, open any email, and click on the *More actions* button,
+   displayed as three little dots.
+
+   .. image:: media/outlook-extension-more-actions.png
+      :align: center
+      :alt: The button "More actions" in Outlook
+
+#. Click on *Get add-ins*.
+
+   .. image:: media/outlook-extension-get-add-ins.png
+      :align: center
+      :alt: List of actions in Outlook, including the installation of new add-ins
+
+#. In the new window, select the tab named *My add-ins*, click on *+ Add a custom add-in*, and then
+   on *Add from URL...*
+
+   .. image:: media/outlook-extension-custom-add-ins.png
+      :align: center
+      :alt: Installation of a custom add-in in Outlook
+
+#. | 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``
+
+   .. image:: media/outlook-extension-add-in-url.png
+      :align: center
+      :alt: Getting a custom add-in in Outlook by providing the manifest file's URL
+
+#. Outlook warns you that Microsoft hasn’t verified the add-in. Click on *Install* to complete the
+   installation.
+
+.. note::
+   The *Odoo for Outlook* add-in is not listed in Outlook yet on Outlook's add-ins list. This is
+   why it is currently necessary to install it as a *custom add-in*.
+
+.. _outlook_extension/connection:
+
+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.
+
+.. image:: media/outlook-extension-default-actions.png
+   :align: center
+   :alt: Odoo for Outlook extension as a default action in the mailbox
+
+#. In your Outlook mailbox, click on *Settings*, then on *View all Outlook settings*.
+#. Go to :menuselection:`Settings --> Mail --> Customize actions --> Message surface`, select
+   *Odoo for Outlook*, and click on *Save*.
+
+   .. image:: media/outlook-extension-customize-actions.png
+      :align: center
+      :alt: add Odoo for Outlook extension as a default action in the message surface
+
+
+Connect to your database
+------------------------
+
+#. Open **Odoo for Outlook** from any email. This opens the extension as a panel on the right side of
+   your screen.
+#. Click on *login* at the bottom of the extension.
+#. Insert your database's URL then click on *Login*.
+
+   .. image:: media/outlook-extension-database-url.png
+      :align: center
+      :alt: Connection to an Odoo database from the Outlook extension
+
+#. Log into your database by entering your credentials. Skip this step if you are already logged in
+   with this browser.
+#. A message asks you if you want to let Outlook access your Odoo database. Click on *Allow* to
+   complete the connection.
+
+   .. important::
+      Make sure first to :ref:`enable the feature on your database
+      <outlook_extension/enable-feature>`. Failing to do so would result in an *error 404 message*.
+
+.. note::
+   The extension displays some information, even if you do not connect it to any Odoo database.
+   Note that only a limited amount of contact enrichment requests are available as a trial, as this
+   feature requires prepaid credits. See the :ref:`Pricing section <outlook_extension/pricing>`
+   below for more information.
+
+.. _outlook_extension/pricing:
+
+Pricing
+=======
+
+| *Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be
+  used. Each request consumes one credit.
+| To buy credits, go to :menuselection:`Settings --> Contacts --> Partner Autocomplete or Odoo IAP -->
+  View My Services` and select a package.
+
+.. note::
+   - If you run out of credits, the only information populated when clicking on the suggested
+     company is the website link and logo.
+   - If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free
+     trial credits to test the feature.
+   - Learn about our *Privacy Policy* `here <https://iap.odoo.com/privacy#header_2>`_.
+
+.. seealso::
+   - :doc:`partner_autocomplete`
+   - :doc:`../../general/in_app_purchase/in_app_purchase`

redirects.txt

@@ -174,3 +174,7 @@ discuss/email_servers.rst discuss/advanced/email_servers.rst               # (#6
 discuss/plan_activities.rst discuss/overview/plan_activities.rst           # (#655)
 discuss/team_communication.rst discuss/overview/team_communication.rst     # (#655)
 discuss/overview.rst discuss/overview/get_started.rst                      # (#655)
+
+# 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