$ 112.06
| Required Apps |
•
Discuss (mail)
|
| Community Apps Dependencies |
ks_office365_base
|
| Technical Name |
ks_office365_mails
|
| License | OPL-1 |
| Technical Name |
ks_office365_mails
|
| License | OPL-1 |
ks-office365-mails
Odoo Office 365 Mail Connector | Sync Your Outlook Emails
Integrate your Office 365 email with Odoo to streamline your communication and workflow. Sync your Outlook emails directly into your Odoo database for a unified view of all your business interactions.
Odoo, Office 365, Outlook, Email Integration, Odoo Connector, Microsoft 365, Mail Sync, Odoo Mail, KS Office365 Mails
Introduction
The KS Office 365 Mails module for Odoo provides a powerful and seamless integration between your Odoo ERP and your Microsoft Office 365 email account. This connector allows you to synchronize your Outlook emails directly into the Odoo Discuss module, ensuring that all your important business communications are captured and stored within your central management system. By eliminating the need to switch between applications, this module enhances productivity, improves communication tracking, and provides a more holistic view of your customer and business relationships.
Key Features
Enable bi-directional synchronization of emails between your Office 365 account and Odoo.
Sync emails from specific Outlook folders to keep your Odoo inbox organized.
Filter emails to be synced based on a specified number of past days for efficient data management.
View all synchronized emails within the Odoo Discuss module for a unified communication history.
Automatically link incoming emails to the corresponding contact's chatter in Odoo.
Provides detailed logs of all synchronization operations for easy tracking and troubleshooting.
Supports both manual and automatic, schedule-based email synchronization.
Benefits
Streamline your communication workflows by integrating your email directly into your ERP.
Improve customer relationship management with a complete and centralized view of all email interactions.
Enhance productivity by eliminating the need to switch between your email client and Odoo.
Ensure that no important business communications are missed or lost.
Improve team collaboration with a shared and transparent view of customer emails.
Save time and reduce manual effort by automating the process of email logging.
Maintain a complete and auditable record of all your business communications.
Compatibility & Technical Details
Required Modules: Contacts (contacts), Discuss (mail)
License: OPL-1
Technical Name: ks_office365_mails
Installation Steps:
Place the module folder into your Odoo addons directory.
Install any necessary Python libraries for the Microsoft Graph API.
Restart the Odoo server.
Navigate to the 'Apps' menu in your Odoo instance.
Click on 'Update Apps List'.
Search for the 'KS Office365 Mails' module and click 'Install'.
Configure the module with your Microsoft Azure and Office 365 credentials to authorize the connection and begin syncing your emails.
Odoo Office 365 Mails Connector
Ksolves Office 365 Mail offers a two-way synchronization of emails with Odoo and Office 365 accounts with just one click. With single-click synchronization, it offers the Odoo users with an effortless experience. In conjunction with the features of Ksolves Office 365 Base, it enables the complete control of customer emails without a miss.
Problems/Solutions
PROBLEM:
Earlier users had to manage the mail at two places i.e. Odoo message and Outlook
SOLUTION:
Ksolves Office 365 Mail offers users the option to select which way to sync through a single click
PROBLEM:
Only unread mail can be fetched
SOLUTION:
Ksolves Office 365 Mail gives the feature to sync read/unread emails X days old only
PROBLEM:
No separate views for the previously sent or incoming mails from outlook mails
SOLUTION:
Office 365 Mail lets users easily view the previously sent or inbox mail
PROBLEM:
Odoo doesn’t have a filter for displaying inbox/sent mail
SOLUTION:
Office 365 Mail provides a filter for displaying inbox/sent mail
Key Features
-
Ability to select which way to sync through a simple click
-
Manageable through a single console along with other Ksolves Office 365 apps
-
Makes use of powerful features of Office 365 Base
-
Ability to sync only latest mails
-
Sync email based on the number of days assigned
-
Separate views for the previously sent or inbox mail
-
Detailed logs available for syncing operations done
-
Advanced search and filter mechanisms for logs analysis
-
Filter out the emails to be synced
-
Users can sync according to their choice with the help of filters
-
Configure and restrict syncing options
-
Unread synced mails are shown in the Inbox of the discussion module
Setup
Authentication
Visit
portal.azure.com
and login with your Microsoft account
Click on
Microsoft Entra ID
Click on
App registrations > New Registration
Now, you will be asked to enter name, redirect uri for you App.
Redirect uri must be
http://your-base-url/office365/callback
( this will be used for authentication ) and now click Register
Now, Go to Certificate & secret and create a new client secret. Copy the value of the
Client Secret
( this will be used for authentication ).
Go to Overview and copy value of
Application ID
( this will be used for authentication ).
Click on View
API Permissions > Microsoft Graph > Delegated Permissions
and choose required permissions and then click on Add permissions at the bottom, as shown below
Provide ReadWrite permission for Mails
This is how the permissions will look like:
Once you installed the Office 365 Mails module, now go to
Settings > Users & Companies > your-admin-account
. In Access Rights set ‘Office365 Rights’ to ‘Office365 Manager’ and refresh the page. (Only manager has the right to authenticate the connector, other users will just sync their record)
Access Rights must be given according to the User access. Manager level access can access Office 365 settings and authentication.
User with office365 User can only allowed for syncing.
Go to
Users & Companies > Office365 Settings
and set
Client ID
,
Client Secret
and
Redirect URL
( all these are already generated from the azure portal just paste them here ) and click save.
Manager level access(Odoo Admin) can access the office 365 utilities from settings as well as from the side menu.
Click on the
Generate Token
button as shown below -
Users will be asked to give permission to read and write to Outlook Mails. Click on the Yes button in order to proceed further.
Click on the office365 menu > Logs menu , It will display as Token generated successfully.
Office 365 Mails Features and Working
Click on the Office 365 menu.
Click on Office365 Mails tab.
User will have multiple filters to sync the Mail, there will be two buttons to sync Mails from Office 365 to Odoo and vice-versa. If user wish to sync only latest Mails, then user need to input the days in order to sync those Mails.
Further, if user wish to filter user's Mails then user can choose a Folder wise filter to get the Folder specific mails. This is only applicable from Outlook to Odoo.
User can also import mails from particular categories.
Click on the button to import mails from Office 365
Syncing Outlook Mails to Odoo
Click on 'Import mails from Office 365' to synced Office 365 mails into odoo Discussion, as shown below
The above mail displaying in the Inbox is synced into the corresponding Inbox channel
Now, user will be redirected to the logs with details of all the Mails that are synced
Job Processes Working
User can keep an eye of their previously successful or unsuccessful jobs by visiting Jobs menu on the top
For any unsuccessful job, user can see how many records are processed and the corresponding reasons for the failures.
Automatic Syncing
You can manually sync your mails or you can activate cron to start syncing automatically
To activate cron follow the following steps -
Go to Settings, and then Activate the developer mode
Now go to Technical > Scheduled Actions > Office365 Syncing Cron as shown below
User can activate the Import cron for syncing from Office 365 to Odoo by clicking the Off button, as shown below.'
When the Cron Job is activated, button Changes to On. User can also Set the time interval for execution of cron job. (By default it is in Day)
Now syncing for all the users will be performed after the given interval
Our Releases
Latest Release 17.0.1.0.0
■ Initial Release of Office Connector V17
Frequently Asked Question
Yes, our app works with Odoo Enterprise as well as Community.
Please drop email at [email protected] or raise a ticket through Odoo store itself.
Yes, we do provide free support for 90 days for any queries or any bug/issue fixing.
No, this app doesn't come under the scope of Multi Company.
Ksolves will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Note:
Extensively Tested on Odoo Vanilla with Ubuntu OS
Ksolves Odoo Services
Odoo Implementation
Odoo Community Apps
Odoo Support & Maintenance
Odoo Customization
Odoo Integration Services
Odoo Developer Outsourcing
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.