678eca0721
The plugins were named "Odoo-Gmail Plugin" / "Gmail Plugin" and "Odoo-Outlook Plugin" /
"Outlook Plugin". I chose the later version for both plugins consistently.
I also added a reference to both the Gmail and Outlook docs in the main Mail Plugins doc.
closes odoo/documentation#1171
X-original-commit: 4331177bb6
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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122 lines
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==============
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Outlook Plugin
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==============
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Configuration
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=============
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The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both on Odoo and Outlook.
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.. _mail-plugin/outlook/enable-mail-plugin:
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Enable Mail Plugin
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------------------
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First, you need to enable the *Mail Plugin* feature in your database. Go to :menuselection:`Settings
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--> General Settings --> Integrations`, enable *Mail Plugin*, and *Save* the configuration.
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.. _mail-plugin/outlook/install-plugin:
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Install the Outlook Plugin
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--------------------------
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#. Open your Outlook mailbox and select any email.
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#. Click on the *More actions* button and select *Get Add-ins*.
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.. image:: outlook/more-actions.png
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:align: center
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:alt: More actions button in Outlook
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#. Select the *My add-ins* tab.
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.. image:: outlook/my-add-ins.png
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:align: center
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:alt: My add-ins in Outlook
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#. Under *Custom add-ins*, click on *+ Add a custom add-in*, and then on *Add from URL...*
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.. image:: outlook/custom-add-ins.png
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:align: center
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:alt: Custom add-ins in Outlook
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#. Enter the following URL `https://download.odoo.com/plugins/outlook/manifest.xml` and press
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*OK*.
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.. image:: outlook/enter-add-in-url.png
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:align: center
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:alt: Entering the add-in URL in Outlook
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#. Read the warning and click on *Install*.
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.. image:: outlook/add-in-warning.png
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:align: center
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:alt: Custom add-in installation warning in Outlook
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.. _mail-plugin/outlook/connect-database:
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Connect your database
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---------------------
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#. Open any email in your Outlook mailbox, click on the *More actions* button, and select *Odoo for
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Outlook*.
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.. image:: outlook/odoo-for-outlook.png
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:align: center
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:alt: Odoo for Outlook add-in button
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#. The right-side panel can now display **Company Insights**. At the bottom, click on *Login*.
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.. image:: outlook/panel-login.png
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:align: center
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:alt: Logging in your Odoo database
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.. note::
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Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are available as a
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trial. This feature requires :ref:`prepaid credits <mail_plugins/pricing>`.
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#. Enter your Odoo database URL and click on *Login*.
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.. image:: outlook/enter-database-url.png
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:align: center
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:alt: Entering your Odoo database URL
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#. Click on *Allow* to open the pop-up window.
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.. image:: outlook/new-window-warning.png
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:align: center
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:alt: New window pop-up warning
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#. If you aren't logged into your database, enter your credentials.
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#. Click on *Allow* to let the Outlook Plugin connect to your database.
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.. image:: outlook/odoo-permission.png
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:align: center
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:alt: Allowing the Outlook Plugin to connect to a database
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.. _mail-plugin/outlook/add-shortcut:
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Add a shortcut to the plugin
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----------------------------
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By default, the Outlook Plugin can be opened from the *More actions* menu. However, to save
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time, it's possible to add it next to the other default actions.
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#. In your Outlook mailbox, click on *Settings*, then on *View all Outlook settings*.
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.. image:: outlook/all-outlook-settings.png
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:align: center
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:alt: Viewing all Outlook settings
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#. Select *Customize actions* under *Mail*, click on *Odoo for Outlook*, and then *Save*.
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.. image:: outlook/customize-actions.png
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:align: center
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:alt: Odoo for Outlook customized action
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#. Open any email; the shortcut should be displayed.
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.. image:: outlook/odoo-outlook-shortcut.png
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:align: center
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:alt: Odoo for Outlook customized action |