diff --git a/crm/optimize.rst b/crm/optimize.rst index e76f760d1..29cd1f433 100644 --- a/crm/optimize.rst +++ b/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 diff --git a/crm/optimize/media/outlook-extension-add-in-url.png b/crm/optimize/media/outlook-extension-add-in-url.png new file mode 100644 index 000000000..69af72ffc Binary files /dev/null and b/crm/optimize/media/outlook-extension-add-in-url.png differ diff --git a/crm/optimize/media/outlook-extension-custom-add-ins.png b/crm/optimize/media/outlook-extension-custom-add-ins.png new file mode 100644 index 000000000..b17ea425f Binary files /dev/null and b/crm/optimize/media/outlook-extension-custom-add-ins.png differ diff --git a/crm/optimize/media/outlook-extension-customize-actions.png b/crm/optimize/media/outlook-extension-customize-actions.png new file mode 100644 index 000000000..601b0efd4 Binary files /dev/null and b/crm/optimize/media/outlook-extension-customize-actions.png differ diff --git a/crm/optimize/media/outlook-extension-database-url.png b/crm/optimize/media/outlook-extension-database-url.png new file mode 100644 index 000000000..9c26443fe Binary files /dev/null and b/crm/optimize/media/outlook-extension-database-url.png differ diff --git a/crm/optimize/media/outlook-extension-default-actions.png b/crm/optimize/media/outlook-extension-default-actions.png new file mode 100644 index 000000000..4ef259b39 Binary files /dev/null and b/crm/optimize/media/outlook-extension-default-actions.png differ diff --git a/crm/optimize/media/outlook-extension-get-add-ins.png b/crm/optimize/media/outlook-extension-get-add-ins.png new file mode 100644 index 000000000..b21ad6406 Binary files /dev/null and b/crm/optimize/media/outlook-extension-get-add-ins.png differ diff --git a/crm/optimize/media/outlook-extension-more-actions.png b/crm/optimize/media/outlook-extension-more-actions.png new file mode 100644 index 000000000..ba638ff6b Binary files /dev/null and b/crm/optimize/media/outlook-extension-more-actions.png differ diff --git a/crm/optimize/media/outlook-extension-overview.png b/crm/optimize/media/outlook-extension-overview.png new file mode 100644 index 000000000..0739c87eb Binary files /dev/null and b/crm/optimize/media/outlook-extension-overview.png differ diff --git a/crm/optimize/outlook_extension.rst b/crm/optimize/outlook_extension.rst new file mode 100644 index 000000000..f9a42138a --- /dev/null +++ b/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 ` 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 + `. 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 ` + 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 `_. + +.. seealso:: + - :doc:`partner_autocomplete` + - :doc:`../../general/in_app_purchase/in_app_purchase` \ No newline at end of file diff --git a/redirects.txt b/redirects.txt index 6a75fc7d2..9b3714259 100644 --- a/redirects.txt +++ b/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 \ No newline at end of file