================= 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 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 ======= 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 `_. .. seealso:: - :doc:`../../general/in_app_purchase/in_app_purchase` - `Odoo Learn: Lead Enrichment `_