==============
Outlook Plugin
==============

Configuration
=============

The 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; the shortcut should be displayed.

   .. image:: outlook/odoo-outlook-shortcut.png
      :align: center
      :alt: Odoo for Outlook customized action