[IMP] mail plugins: add gmail plugin + update and move outlook plugin

Task ID: 2662764

closes odoo/documentation#1167

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>

content/applications/general/calendars/outlook/outlook_calendar.rst

@@ -100,5 +100,5 @@ The synchronization is a two-way process, meaning that events are reconciled in
    to manage a specific instance of Microsoft cloud services for your internal and external users.
 
 .. seealso::
-   - :doc:`../../../sales/crm/optimize/outlook_extension`
+   - :doc:`../../../productivity/mail_plugins/outlook`
    - :doc:`../google/google_calendar_credentials`

content/applications/productivity.rst

@@ -9,4 +9,5 @@ Productivity
 
     productivity/discuss
     productivity/iot
+    productivity/mail_plugins
     productivity/studio

content/applications/productivity/mail_plugins.rst

@@ -0,0 +1,54 @@
+:show-content:
+
+============
+Mail Plugins
+============
+
+.. toctree::
+   :titlesonly:
+
+   mail_plugins/outlook
+   mail_plugins/gmail
+
+Mail Plugins are connectors that bridge your mailbox with your Odoo database. With them, you can
+interact with your Odoo database directly from your mailbox by:
+
+- Creating leads and centralizing prospects' emails into the CRM app.
+- Generating tasks in any Odoo project.
+- Creating tickets in the Helpdesk app.
+- Searching and storing insights on your contacts.
+
+.. _mail_plugins/pricing:
+
+Pricing
+=======
+
+Mail Plugins are **free** to install and use.
+
+However, they can provide **Lead Enrichment**, which is part of a paid service known as **Lead
+Generation**.
+
+Mail plugins allow you to test Lead Enrichment for free, whether you connect the plugins to a
+database or not. After a while, the plugins ask you to buy :doc:`../general/in_app_purchase`
+credits if you would like to keep using this service.
+
+.. _mail_plugins/lead-generation:
+
+Lead Generation IAP service
+---------------------------
+
+Lead Enrichment uses the *Lead Generation IAP service*. Each request consumes one *Lead Generation
+credit*.
+
+To buy credits, go to :menuselection:`Settings --> CRM --> Lead Enrichment --> Buy credits` and
+select a package.
+
+.. note::
+   - If you are out of credits, the only information populated when clicking on the suggested
+     company is its website link and logo.
+   - Check out the `Lead Generation IAP service Privacy Policy
+     <https://iap.odoo.com/privacy#header_3>`_.
+
+.. seealso::
+   - :doc:`../general/in_app_purchase`
+   - `Odoo Tutorials: Lead Enrichment <https://www.odoo.com/r/p73>`_

content/applications/productivity/mail_plugins/gmail.rst

@@ -0,0 +1,95 @@
+============
+Gmail Plugin
+============
+
+Configuration
+=============
+
+The Odoo-Gmail :doc:`Mail Plugin <../mail_plugins>` needs to be configured both on Odoo and Gmail.
+
+.. _mail-plugin/gmail/enable-mail-plugin:
+
+Enable Mail Plugin
+------------------
+
+First, you need to enable the *Mail Plugin* feature in your database. Go to :menuselection:`Settings
+--> General Settings --> Integrations`, enable *Mail Plugin*, and *Save* the configuration.
+
+.. _mail-plugin/gmail/install-plugin:
+
+Install the Odoo-Gmail Plugin
+-----------------------------
+
+#. Open the `Gmail Plugin Apps Script project
+   <https://script.google.com/d/1n7cxtaR4fGXKcP0RwinNQmL8S4FhVqpo-ZZ_cUAhYuuDpZAP_CnHE_7q/edit>`_.
+
+#. Verify you are logged in using the Google account you want to install the plugin on.
+
+#. Click on *Publish* then *Deploy from manifest...*
+
+   .. image:: gmail/deploy-from-manifest.png
+      :align: center
+      :alt: Deploying from manifest the Gmail Plugin from the Apps Script project
+
+   .. important::
+      Make sure you are using the legacy editor, otherwise the *Deploy from manifest* functionality
+      may not be available.
+
+      .. image:: gmail/legacy-editor.png
+         :align: center
+         :alt: Using the legacy editor in the Gmail Plugin Apps Script project
+
+#. Click on *Install add-on*. A "Deployment installed" notification should appear. You can then
+   click on *Close*.
+
+   .. image:: gmail/install-add-on.png
+      :align: center
+      :alt: Installing the Gmail Plugin from the Apps Script project
+
+.. _mail-plugin/gmail/configure-mailbox:
+
+Configure your Gmail mailbox
+----------------------------
+
+#. Open any email in your Gmail mailbox. On the right-side panel, click on the Odoo icon and then
+   *Authorize Access*.
+
+   .. image:: gmail/authorize-access.png
+      :align: center
+      :alt: Authorizing access to the Gmail Plugin
+
+#. Choose the right Google account.
+
+   .. image:: gmail/choose-account.png
+      :align: center
+      :alt: Choosing your Google account
+
+#. Allow the Gmail Plugin to access some of your data.
+
+   .. image:: gmail/allow-permissions.png
+      :align: center
+      :alt: Allowing the Gmail Plugin to access Google data
+
+#. The right-side panel can now display **Company Insights**. At the bottom, click on *Login*.
+
+   .. image:: gmail/panel-login.png
+      :align: center
+      :alt: Logging in your Odoo database
+
+   .. note::
+      Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are available as a
+      trial. This feature requires :ref:`prepaid credits <mail_plugins/pricing>`.
+
+#. Enter your Odoo database URL and click on *Login*.
+
+   .. image:: gmail/database-url.png
+      :align: center
+      :alt: Entering your Odoo database URL
+
+#. If you aren't logged into your database, enter your credentials.
+
+#. Click on *Allow* to let the Odoo-Gmail Plugin connect to your database.
+
+   .. image:: gmail/odoo-permission.png
+      :align: center
+      :alt: Allowing the Gmail Plugin to connect to a database

content/applications/productivity/mail_plugins/outlook.rst

@@ -0,0 +1,123 @@
+==============
+Outlook Plugin
+==============
+
+Configuration
+=============
+
+The Odoo-Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both on Odoo and
+Outlook.
+
+.. _mail-plugin/outlook/enable-mail-plugin:
+
+Enable Mail Plugin
+------------------
+
+First, you need to enable the *Mail Plugin* feature in your database. Go to :menuselection:`Settings
+--> General Settings --> Integrations`, enable *Mail Plugin*, and *Save* the configuration.
+
+.. _mail-plugin/outlook/install-plugin:
+
+Install the Outlook Plugin
+--------------------------
+
+#. Open your Outlook mailbox and select any email.
+
+#. Click on the *More actions* button and select *Get Add-ins*.
+
+   .. image:: outlook/more-actions.png
+      :align: center
+      :alt: More actions button in Outlook
+
+#. Select the *My add-ins* tab.
+
+   .. image:: outlook/my-add-ins.png
+      :align: center
+      :alt: My add-ins in Outlook
+
+#. Under *Custom add-ins*, click on *+ Add a custom add-in*, and then on *Add from URL...*
+
+   .. image:: outlook/custom-add-ins.png
+      :align: center
+      :alt: Custom add-ins in Outlook
+
+#. Enter the following URL `https://download.odoo.com/plugins/outlook/manifest.xml` and press
+   *OK*.
+
+   .. image:: outlook/enter-add-in-url.png
+      :align: center
+      :alt: Entering the add-in URL in Outlook
+
+#. Read the warning and click on *Install*.
+
+   .. image:: outlook/add-in-warning.png
+      :align: center
+      :alt: Custom add-in installation warning in Outlook
+
+.. _mail-plugin/outlook/connect-database:
+
+Connect your database
+---------------------
+
+#. Open any email in your Outlook mailbox, click on the *More actions* button, and select *Odoo for
+   Outlook*.
+
+   .. image:: outlook/odoo-for-outlook.png
+      :align: center
+      :alt: Odoo for Outlook add-in button
+
+#. The right-side panel can now display **Company Insights**. At the bottom, click on *Login*.
+
+   .. image:: outlook/panel-login.png
+      :align: center
+      :alt: Logging in your Odoo database
+
+   .. note::
+      Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are available as a
+      trial. This feature requires :ref:`prepaid credits <mail_plugins/pricing>`.
+
+#. Enter your Odoo database URL and click on *Login*.
+
+   .. image:: outlook/enter-database-url.png
+      :align: center
+      :alt: Entering your Odoo database URL
+
+#. Click on *Allow* to open the pop-up window.
+
+   .. image:: outlook/new-window-warning.png
+      :align: center
+      :alt: New window pop-up warning
+
+#. If you aren't logged into your database, enter your credentials.
+
+#. Click on *Allow* to let the Outlook Plugin connect to your database.
+
+   .. image:: outlook/odoo-permission.png
+      :align: center
+      :alt: Allowing the Outlook Plugin to connect to a database
+
+.. _mail-plugin/outlook/add-shortcut:
+
+Add a shortcut to the plugin
+----------------------------
+
+By default, the Outlook Plugin can be opened from the *More actions* menu. However, to save
+time, it's possible to add it next to the other default actions.
+
+#. In your Outlook mailbox, click on *Settings*, then on *View all Outlook settings*.
+
+   .. image:: outlook/all-outlook-settings.png
+      :align: center
+      :alt: Viewing all Outlook settings
+
+#. Select *Customize actions* under *Mail*, click on *Odoo for Outlook*, and then *Save*.
+
+   .. image:: outlook/customize-actions.png
+      :align: center
+      :alt: Odoo for Outlook customized action
+
+#. Open any email and the shortcut should be displayed.
+
+   .. image:: outlook/odoo-outlook-shortcut.png
+      :align: center
+      :alt: Odoo for Outlook customized action

content/applications/sales/crm/optimize.rst

@@ -8,5 +8,4 @@ Optimize your Day-to-Day work
    :titlesonly:
 
    optimize/partner_autocomplete
-   optimize/outlook_extension
    optimize/gamification

content/applications/sales/crm/optimize/outlook_extension.rst

@@ -1,175 +0,0 @@
-=================
-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 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
-=======
-
-The extension is **free** and doesn't require any purchase to be installed and used.
-
-However, this extension provides you with *Lead Enrichment* in the **Company Insights** section.
-This service is part of a paid service known as **Lead Generation**.
-
-The extension allows you to test this service for free, whether you connect the extension to a
-database or not. After a while, the extension asks you to buy credits to keep using this additional
-service.
-
-.. image:: media/outlook-extension-credits-message.png
-   :align: center
-   :alt: "Could not auto-complete the company: not enough credits!" warning message in the Outlook
-         extension
-
-.. tip::
-   You can buy more *Lead Generation* credits to keep using this service or disregard this message
-   and keep using the extension for free without *Lead Enrichment*.
-
-In-App Purchase
----------------
-
-| *Lead Generation* 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:`../../../general/in_app_purchase`
-   - `Odoo Tutorials: Lead Enrichment <https://www.odoo.com/r/p73>`_

redirects.txt

@@ -280,3 +280,5 @@ purchase/replenishment/flows/setup_stock_rule.rst applications/inventory_and_mrp
 purchase/replenishment/multicompany/setup.rst applications/general/multi_companies/manage_multi_companies.rst	# (#814)
 
 # Redirections introduced in 15.0 :
+
+sales/crm/optimize/outlook_extension.rst productivity/mail_plugins/outlook.rst