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Odoo Microsoft Teams Integration

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Required Apps Calendar (calendar)
Discuss (mail)
Technical Name ak_odoo_teams_integration
License OPL-1
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Technical Name ak_odoo_teams_integration
License OPL-1

Introduction

Teams Integration in Odoo connects your ERP system with Microsoft Teams, enabling automatic alerts and notifications—such as new leads, tasks, projects, or invoices—to be posted directly into designated Teams channels. This integration enhances collaboration, ensures timely awareness of critical events, and brings your business activity into centralized communication workflows.

Key Features

  • Deliver real-time Odoo alerts to Teams channels, including lead creation, task updates, and invoices

  • Route Odoo notifications to specific Teams channels for role-based visibility

  • Automate communication across departments with predefined triggers and channels

  • Configure the mapping between Odoo events and Teams destinations with ease

  • Leverage existing Microsoft Teams APIs for secure, streamlined integration

Benefits

  • Improves transparency by centralizing key business activity in Teams

  • Reduces response time with real-time event notifications

  • Enhances collaboration—keeping teams aligned, informed, and proactive

  • Eliminates manual updates by automating workflow messaging

  • Streamlines cross-department coordination through consistent channel notifications

Compatibility & Technical Details

  • Required Modules: Likely involves Odoo modules such as CRM (crm), Project (project), Invoicing (account), and core Discuss (mail) for event triggers

  • Technical Name: ak_odoo_teams_integration (derived from module naming convention)

  • License: OPL-1 (Odoo Proprietary License v1.0), consistent with similar Odoo integration modules

Installation Steps (general outline):

  1. Install relevant Odoo modules (e.g., CRM, Project, Invoicing, Mail) depending on notification needs.

  2. Add ak_odoo_teams_integration to your Odoo Add-Ons directory.

  3. Activate Developer Mode, update the Apps list, and install this module.

  4. In module settings, define triggers (e.g., new lead, invoice validated) and map them to specific Teams channels via API credentials.

  5. Teams users will start receiving synchronized Odoo notifications directly in their channel feeds.

Enterprise
Community
Odoo.Sh
Self Hosted

Microsoft Teams Integration

Generate Microsoft Teams Link in Odoo.

Overview


With this module user can easily schedule the event(meeting) time, date and hours from Odoo and the attendees can directly join meeting from the Microsoft Teams URL generated in Odoo.

Features


Set up your Microsoft Teams schedule in Odoo itself.

Generate Microsoft Teams link from Odoo.

Users can also join meeting invitations from the calendar associated with their email.

Setup & Configuration


Prerequisites

  • Required Apps

    Calendar

Configuration of Microsoft Azure Portal

Azure Portal Setup:

  • Login to Microsoft Account.
  • Go to Microsoft Azure Portal.
  • Click on Azure Active Directory.

Create New Application:

  • Go to App Registration Menu option.
  • Click on Register an Application button.
  • Fill Application name.
  • Select Supported account type(Single tenant or Multitenant).

Get Client ID and Tenant ID:

  • Copy the Client ID and Tenant ID and use them in the 'MS Team Credentials' of your company.
  • Tenant ID is not required if your application supports multitenant accounts.

Add Redirect Url in Application:

  • Install 'Odoo Microsoft Teams Integration' and go to the company's MS Teams credentials and copy the redirect URL from there.
  • Go to Authentication menu of your application and add Redirect URL to Web Redirect URIs.

Get Client Secret Value:

  • Go to Certificate & Secrets.
  • Click new Client Secret option.
  • Fill in the Client Secret description in pop-up.
  • Select expiry limit for Client Secret.
  • Click to Add button.

Add Permissions to your Application:

  • Go to App Permissions
  • click on Add a Permission, select Microsoft APIs permission and add Microsoft Graph Permissions.
  • Add [Calendars.ReadWrite, OnlineMeetings.ReadWrite, User.Read, offline_access, email, openid] permissions.

Configuration

Company Configuration 1-Step:

  • Fill Azure application configuration in Company's MS Teams Credentials and use Redirect URL in your Azure Application.
  • This is one time configuration which is done at the company level.

Generate Token on User 2-Step:

  • To establish connection between Odoo and Graph API, under Calendar Meetings, user needs to generate the token using the Generate Token button. Every user has to generate their own token by going to the User Preferences.
  • This will link the Users Azure ID with Odoo.
  • As soon as user clicks on Generate Token, Access token and Refresh token appears which is not further editable.

Screenshots


Meeting Generate Process:

  • Now, user can schedule the event(meeting) by filling up details like- name, start time, duration (in hrs or whole day), location, tags, and reminders, description.

Enable Generate Meet Link:

  • Upon enabling Generate Microsoft Teams Link checkbox, a meeting URL is directly sent to attendees inbox.

Microsoft Teams Calender Meeting Link:

  • Attendees and the user can directly join the event/meeting from their Google Calendar itself.

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