8875a3c547
closes odoo/documentation#8619
X-original-commit: 21f23d98d3
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
157 lines
5.5 KiB
ReStructuredText
157 lines
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==============
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Outlook Plugin
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==============
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Outlook allows for third-party applications to connect in order to execute database actions from
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emails. Odoo has a plugin for Outlook that allows for the creation of an opportunity from the email
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panel.
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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, enable the *Mail Plugin* feature in the database. Go to :menuselection:`Settings --> General
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Settings --> Integrations`, enable :guilabel:`Mail Plugin`, and :guilabel:`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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Download (:menuselection:`Save Page As --> Web Page XML only`) the following XML file to upload
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later: `https://download.odoocdn.com/plugins/outlook/manifest.xml
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<https://download.odoocdn.com/plugins/outlook/manifest.xml>`_.
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Next, open the Outlook mailbox, and select any email. After completing this, click on the
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:guilabel:`More actions` button in the upper right-side and select :guilabel:`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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.. tip::
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For locally installed versions of Microsoft Outlook, access the :guilabel:`Get Add-ins` menu item
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while in preview mode (**not** with a message open). First, click on the :guilabel:`...
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(ellipsis)` icon in the upper right of the previewed message, then scroll down, and click on
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:guilabel:`Get Add-ins`.
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Following this step, select the :guilabel:`My add-ins` tab on the left-side.
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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 :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ Add a custom add-in`, and
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then on :guilabel:`Add from file...`
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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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For the next step, attach the `manifest.xml` file downloaded above, and press :guilabel:`OK`. Next,
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read the warning and click on :guilabel:`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 the database
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--------------------
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Now, Outlook will be connected to the Odoo database. First, open any email in the Outlook mailbox,
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click on the :guilabel:`More actions` button in the upper right-side, and select :guilabel:`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
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:guilabel:`Login`.
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.. image:: outlook/panel-login.png
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:align: center
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:alt: Logging in the 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 database. This feature requires :ref:`prepaid credits <mail_plugins/pricing>`.
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.. tip::
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If, after a short while, the panel is still empty, it is possible that the browser cookie
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settings prevented it from loading. Note that these settings also change if the browser is in
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"Incognito" mode.
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To fix this issue, configure the browser to always allow cookies on Odoo's plugin page.
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For Google Chrome, change the browser cookie settings by following the guide at:
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`https://support.google.com/chrome/answer/95647
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<https://support.google.com/chrome/answer/95647>`_
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and adding `download.odoo.com` to the list of :guilabel:`Sites that can always use cookies`.
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Once this is complete, the Outlook panel needs to be opened again.
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Now, enter the Odoo database URL and click on :guilabel:`Login`.
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.. image:: outlook/enter-database-url.png
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:align: center
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:alt: Entering the Odoo database URL
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Next, click on :guilabel:`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 the user isn't logged into the database, enter the credentials. Click on :guilabel:`Allow` to let
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the Outlook Plugin connect to the 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 time,
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it's possible to add it next to the other default actions.
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In the Outlook mailbox, click on :guilabel:`Settings`, then on :guilabel:`View all Outlook
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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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Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on :guilabel:`Odoo for
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Outlook`, and then :guilabel:`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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Following this step, 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
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Using the plugin
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----------------
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Now that the plug-in is installed and operational, all that needs to be done to create a lead is to
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click on the `O` [Odoo icon] or navigate to :guilabel:`More actions` and click on :guilabel:`Odoo
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for Outlook`. The side panel will appear on the right-side, and under :guilabel:`Opportunities`
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click on :guilabel:`New`. A new window with the created opportunity in the Odoo database will
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populate.
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