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175 lines
6.5 KiB
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=================
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Outlook Extension
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=================
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The **Odoo CRM Extension** is a connector that bridges your Outlook mailbox with your Odoo database.
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This extension allows you to:
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- Create leads from emails sent to your mailbox.
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- Centralize Prospects' emails into a CRM.
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- Search and store insights on your contacts.
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.. image:: media/outlook-extension-overview.png
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:align: center
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:alt: Overview of the Outlook Extension in Outlook
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.. note::
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This extension is compatible with the Web version of Outlook as well as the desktop apps.
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.. important::
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The Outlook Extension uses *Partner Autocomplete IAP credits* to search and store insights on
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your contacts. See the :ref:`Pricing section <outlook_extension/pricing>` below for more
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information.
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.. _outlook_extension/configuration:
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Configuration
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=============
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The Outlook Extension requires to be configured both in Odoo and in Outlook.
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.. _outlook_extension/enable-feature:
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Enable the feature on your database
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-----------------------------------
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To enable this feature on your Odoo database, go to :menuselection:`CRM --> Configuration --> Lead
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Generation`, enable **Outlook CRM Extension**, and click on *Save*.
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.. _outlook_extension/add-in-installation:
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Install the add-in on Outlook
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-----------------------------
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You can install the Outlook Extension as a **Custom Add-in**. To do so, follow these steps:
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.. important::
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| URL of the **Odoo for Outlook** add-in's manifest file:
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| ``https://download.odoo.com/plugins/outlook/manifest.xml``
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.. todo:: add copy button when the feature is added to the doc
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#. Connect to your Outlook mailbox, open any email, and click on the *More actions* button,
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displayed as three little dots.
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.. image:: media/outlook-extension-more-actions.png
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:align: center
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:alt: The button "More actions" in Outlook
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#. Click on *Get add-ins*.
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.. image:: media/outlook-extension-get-add-ins.png
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:align: center
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:alt: List of actions in Outlook, including the installation of new add-ins
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#. In the new window, select the tab named *My add-ins*, click on *+ Add a custom add-in*, and then
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on *Add from URL...*
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.. image:: media/outlook-extension-custom-add-ins.png
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:align: center
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:alt: Installation of a custom add-in in Outlook
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#. | Outlook prompts you to **enter the URL of the add-in's manifest file**. To do so, copy the
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following URL, paste it in the box, and click on *OK*.
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| ``https://download.odoo.com/plugins/outlook/manifest.xml``
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.. image:: media/outlook-extension-add-in-url.png
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:align: center
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:alt: Getting a custom add-in in Outlook by providing the manifest file's URL
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#. Outlook warns you that Microsoft hasn’t verified the add-in. Click on *Install* to complete the
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installation.
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.. note::
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The *Odoo for Outlook* add-in is not listed yet on Outlook's add-ins list. This is why it is
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currently necessary to install it as a *custom add-in*.
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.. _outlook_extension/connection:
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Add a shortcut to open the extension
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------------------------------------
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By default, you can open the **Odoo for Outlook** extension from the *More actions* menu. This
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section explains how to move the launcher next to the other default actions.
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.. image:: media/outlook-extension-default-actions.png
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:align: center
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:alt: Odoo for Outlook extension as a default action in the mailbox
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#. In your Outlook mailbox, click on *Settings*, then on *View all Outlook settings*.
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#. Go to :menuselection:`Settings --> Mail --> Customize actions --> Message surface`, select
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*Odoo for Outlook*, and click on *Save*.
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.. image:: media/outlook-extension-customize-actions.png
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:align: center
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:alt: add Odoo for Outlook extension as a default action in the message surface
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Connect to your database
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------------------------
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#. Open **Odoo for Outlook** from any email. This opens the extension as a panel on the right side of
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your screen.
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#. Click on *login* at the bottom of the extension.
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#. Insert your database's URL then click on *Login*.
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.. image:: media/outlook-extension-database-url.png
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:align: center
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:alt: Connection to an Odoo database from the Outlook extension
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#. Log into your database by entering your credentials. Skip this step if you are already logged in
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with this browser.
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#. A message asks you if you want to let Outlook access your Odoo database. Click on *Allow* to
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complete the connection.
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.. important::
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Make sure first to :ref:`enable the feature on your database
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<outlook_extension/enable-feature>`. Failing to do so would result in an *error 404 message*.
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.. note::
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The extension displays some information, even if you do not connect it to any Odoo database.
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Note that only a limited amount of contact enrichment requests are available as a trial, as this
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feature requires prepaid credits. See the :ref:`Pricing section <outlook_extension/pricing>`
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below for more information.
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.. _outlook_extension/pricing:
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Pricing
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=======
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The extension is **free** and doesn't require any purchase to be installed and used.
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However, this extension provides you with *Lead Enrichment* in the **Company Insights** section.
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This service is part of a paid service known as **Lead Generation**.
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The extension allows you to test this service for free, whether you connect the extension to a
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database or not. After a while, the extension asks you to buy credits to keep using this additional
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service.
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.. image:: media/outlook-extension-credits-message.png
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:align: center
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:alt: "Could not auto-complete the company: not enough credits!" warning message in the Outlook
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extension
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.. tip::
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You can buy more *Lead Generation* credits to keep using this service or disregard this message
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and keep using the extension for free without *Lead Enrichment*.
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In-App Purchase
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---------------
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| *Lead Generation* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be
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used. Each request consumes one credit.
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| To buy credits, go to :menuselection:`Settings --> Contacts --> Partner Autocomplete or Odoo IAP -->
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View My Services` and select a package.
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.. note::
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- If you run out of credits, the only information populated when clicking on the suggested
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company is the website link and logo.
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- If you are on Odoo Online (SAAS) and have the Enterprise version, you benefit from free
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trial credits to test the feature.
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- Learn about our *Privacy Policy* `here <https://iap.odoo.com/privacy#header_2>`_.
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.. seealso::
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- :doc:`../../general/in_app_purchase/in_app_purchase`
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- `Odoo Learn: Lead Enrichment <https://www.odoo.com/r/p73>`_ |