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When synchronizing Outlook's Calendar with Odoo for the first time, if Odoo Calendar has events with attendees created, Outlook will "recreate" these events and send a reminder as well. Meaning that attendees receive duplicated reminders (from Odoo and Outlook). Therefore, a couple of workarounds were found (in Odoo Calendar) and added as a note in the doc.
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=======================================
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Synchronization with Outlook's Calendar
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=======================================
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Synchronizing your **main** Outlook Calendar with Odoo is useful to keep track of your tasks and
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appointments, and across all related applications.
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Register your application with the Microsoft identity platform
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==============================================================
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| In order to be able to sync your Outlook Calendar with Odoo's Calendar, a Microsoft Azure account
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is needed. The creation of an account is free for users that have never tried or paid for Azure.
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For more information, `click here <https://azure.microsoft.com/en-us/free/?WT.mc_id=A261C142F>`_.
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| Following, `Set up an Azure AD Tenant <https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-create-new-tenant>`_,
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also called environment, which is a representation of an organization, to manage and register apps.
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| Ultimately, `Register an Application <https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-register-app>`_,
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choosing the appropriate supported account type.
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.. note::
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When configuring your platform settings, choose *Web*.
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.. image:: media/platform_configurations.png
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:align: center
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:alt: Adding a platform in Microsoft Azure for Outlook calendar sync in Odoo
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.. important::
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| For the **Redirect URI restrictions**, copy your Odoo database URI followed by
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``/microsoft_account/authentication``. Example:
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.. image:: media/redirect_URIs.png
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:align: center
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:alt: Odoo's database URI that is accepted when microsoft returns authentication
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| For more information on the restrictions and limitations of URIs, `check this page <https://docs.microsoft.com/en-us/azure/active-directory/develop/reply-url>`_.
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.. note::
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Regarding credentials, you *must* **Add a client secret**, called *Client Secret* in Odoo, which
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allows Odoo to authenticate itself, requiring no interaction from your side. *Certificates* are
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optional.
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Configuration in Odoo
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=====================
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Go to general *Settings* and activate the *Outlook Calendar* feature.
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.. image:: media/outlook_calendar.png
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:align: center
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:alt: Outlook Calendar feature activated in Odoo
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From your Azure portal, under *Overview*, copy your *Application (client) ID*, and paste it to
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*Client ID* in Odoo.
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.. image:: media/application_client_ID.png
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:align: center
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:alt: Client ID token to be copied from Microsoft to Odoo
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Going back to your Azure portal, now under *Certificates & secrets*, copy your *Client Secret Value*
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and paste it to *Client Secret* in Odoo.
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.. image:: media/client_secrets.png
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:align: center
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:alt: Client Secret token to be copied from Microsoft to Odoo
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.. _outlook_calendar/sync_with_outlook:
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Sync with Outlook
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=================
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.. important::
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| Odoo Calendar sends a confirmation email at the creation of an event to its attendees. But, on
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the **first** sync, Outlook will also send confirmation emails of all scheduled events
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(including past ones).
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| To avoid this situation, we recommend *archiving all past events, and removing yourself from
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future ones in Odoo Calendar before the first sync*. This will prevent events from being
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created in Outlook, and therefore, no redundant emails will be sent during the first
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synchronization. After the sync, events will only send one confirmation email.
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.. image:: media/archive_odoocalendar.png
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:align: center
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:alt: Archive events in Odoo Calendar
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Go to the *Calendar* application and *Sync with Outlook*. You are asked to log in to
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your account, if you are not already, and grant the required permissions.
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.. image:: media/sync_with_outlook.png
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:align: center
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:alt: Calendar view and the button Sync with Outlook in Odoo Calendar
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The synchronization is a two-way process, meaning that events are reconciled in both accounts
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(Outlook and Odoo).
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.. image:: media/synched_with_outlook.png
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:align: center
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:alt: View of Odoo's Calendar synched with Outlook's Calendar
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.. note::
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All users that want to use the synchronization simply need to :ref:`sync their calendar with
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Outlook <outlook_calendar/sync_with_outlook>`. The configuration of Microsoft's Azure account
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is only done once, as Azure AD tenants' are unique, and represent an organization that helps you
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to manage a specific instance of Microsoft cloud services for your internal and external users.
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.. seealso::
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- :doc:`../../../crm/optimize/outlook_extension`
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- :doc:`../google/google_calendar_credentials` |