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documentation/content/applications/sales/crm/optimize/outlook_extension.rst
Antoine Vandevenne (anv) 91c20a2c03 [MOV] content/*: move resource files into their related page's directory 
Since odoo/documentation#903, the guideline for the location of new
resource (images, downloadable files, RST includes...) files is to place
those inside the directory of the RST page that references them.

For example, if `doc1.rst` has a reference to `image.png` and to
`download.zip`, the file structure should look like this:

├── parent_doc/
│     └── doc1/
│     │     └── image.png
│     │     └── download.zip
│     └── doc1.rst
│     └── doc2.rst
├── parent_doc.rst

Before this commit, most of the resource files were still located inside
'media' directories holding all the resource files referenced by RST
pages located at the same level as these directories. In the example
above, a single 'media' directory would hold all the resource files
referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from
figuring out easily which resource file was referenced by which RST page
and, thus, lead to unused resource files piling up in the repository. It
also made it more complicated to define codeowners regex rules because a
team could not simply be assigned to `/some_page.*` but needed to be
assigned to both `/some_page\.rst` and to the location of 'media'.

In order to help new content writers figure out the guideline when
taking examples from other RST pages, this commit retroactively applies
the guideline to existing resource files and 'media' directories. The
left-over resource files that are not referenced by any RST page are
removed.

task-2497965

Part-of: odoo/documentation#2026
2022-05-20 14:03:47 +02:00

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