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Outlook Office 365 Connector

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Required Apps CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Technical Name odoo_office365
License OPL-1
Also available in version 17.0 16.0 15.0 14.0
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Technical Name odoo_office365
License OPL-1
Also available in version v 17.0 v 16.0 v 15.0 v 14.0
odoo-office365-connector
Odoo Office 365 Connector | Sync Calendar, Contacts & Tasks
Integrate Odoo with Microsoft Office 365 to enable bi-directional synchronization of your calendar events, contacts, and tasks for a fully unified productivity suite.
Odoo, Office 365, Odoo Connector, Microsoft 365, Calendar Sync, Contact Sync, Task Sync, Outlook Integration, Productivity Suite

Introduction

The Odoo Office 365 Connector provides a seamless and powerful integration between your Odoo ERP and the Microsoft Office 365 suite. This module is designed to synchronize your most important productivity data, including calendar events, contacts, and tasks, in a bi-directional manner. By creating a unified and consistent view of your schedule, address book, and to-do lists across both platforms, this connector eliminates the need for manual data entry, reduces the risk of scheduling conflicts, and enhances overall productivity for your entire team.

Key Features

  • Enable bi-directional synchronization of calendar events between Odoo and your Office 365 Outlook Calendar.

  • Sync your Odoo contacts with your Office 365 address book for a unified and up-to-date contact list.

  • Synchronize tasks between Odoo's Project module and your Microsoft To-Do/Planner for seamless task management.

  • Supports both manual and automatic, schedule-based data synchronization to keep your information current.

  • Provides a user-friendly dashboard to manage and monitor the synchronization process.

  • Maintains a detailed log of all sync activities for easy tracking and troubleshooting.

  • Ensures data security with secure authentication using the Microsoft Graph API.

Benefits

  • Streamline your workflow and increase productivity with a fully integrated and synchronized productivity suite.

  • Eliminate manual data entry and reduce the risk of errors and scheduling conflicts.

  • Improve time management with a unified and always up-to-date calendar across all your devices.

  • Enhance customer relationship management with a consistent and accurate contact database.

  • Improve project and task management with seamless synchronization of your to-do lists.

  • Boost team collaboration with a shared and transparent view of schedules, contacts, and tasks.

  • Gain a more holistic and organized view of your business activities and commitments.

Compatibility & Technical Details

  • Required Modules: Project (project), Calendar (calendar), Contacts (contacts), Discuss (mail)

  • License: OPL-1

  • Technical Name: odoo_office365

  • Installation Steps:

    1. Place the module folder into your Odoo addons directory.

    2. Install any necessary Python libraries for the Microsoft Graph API.

    3. Restart the Odoo server.

    4. Navigate to the 'Apps' menu in your Odoo instance.

    5. Click on 'Update Apps List'.

    6. Search for the 'Odoo Office 365 Connector' module and click 'Install'.

    7. Configure the module with your Microsoft Azure and Office 365 credentials to authorize the connection and start syncing your data.

logo

OFFICE365 ODOO CONNECTOR

Odoo is a fully integrated suite of business modules that encompasses the traditional ERP functionality. Office 365 is a cloud-based productivity solution that helps business grow by providing them the right set of tools needed to run small, medium and enterprise scale business.

Integrate Odoo with Office 365 Connector

Office 365 Odoo Connector provides the opportunity for Office 365 users to sync their contacts, e-mails, calendars and tasks between Odoo and Office 365. This connector helps Odoo users to have seamless integration between the two platforms.


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highlights

Contacts Synchronization

Sync contacts between Odoo and Office 365.

Synchronize Calendar Events

Sync calendar events between Odoo and Office 365.

Synchronize Emails

Sync emails from Office 365 Outlook to Odoo. Send emails from Odoo using Office 365 account.

Synchronize Tasks

Sync tasks between Odoo and Office 365.

Odoo to Office 365 Import Operations

  • Sync/Update Contacts from Office 365 to Odoo.
  • Sync/Update Calendar's event from Office 365 to Odoo.
  • Sync Emails from Office 365 (Inbox & Send Items) to Odoo.
  • Sync/Update Tasks from Office 365 to Odoo.
  • Auto scheduler can also do all these things.

Office 365 to Odoo Export Operations

  • Sync/Update Contacts from Odoo to Office 365.
  • Sync/Update Calendar's events from Odoo to Office 365.
  • Sync/Update Tasks from Odoo to Office 365.
  • Auto scheduler can also do all these things.

Multi User Synchronization

  • All these import/export operations mentioned can be performed in a multi-user environment. Where multiple Office 365 users of an organization will be configured in Odoo and every individual can sync their data between Odoo and Office 365 by logging in Odoo from their Odoo account.
Contacts Synchronization
Email Synchronization
Calendar Synchronization
Task Synchronization

Microsoft Office 365 App Installation

  • Click on 'Apps'

Microsoft Office 365 App Installation

  • Type "Office" in search bar. And click the install button.

Microsoft Office 365 App Installation

  • Office 365 App is successfully installed

Office 365 Dashboard

Microsoft Azure App Registration

  • Create a Microsoft Azure account on the Microsoft Azure portal .
  • Create a new resource ‘App registrations.’
  • Click on 'New registration'

Register App

  • Add your app name and choose the account type.
  • Click ‘Register’.

Azure App

  • After registering your app, you can see your ‘Application (client) ID’

Redirect URL

  • Click on 'Redirect URIs'.

Redirect URL

  • Click on 'Add a platform'

Redirect URL

  • Select 'Web' as your redirect URL platform.

Redirect URL

  • Under the heading of 'Redirect URL' add your Odoo URL.
  • The format of your URL should be https://domain-name/office . For example, if your domain name is abc, your redirect url would be https://abc.com/office
  • Click ‘Register’.

Client Secret

  • After Successfully configuring the Redirect URL.
  • Go to 'Certificates & Secrets'
  • Click on ‘New client secret’

Client Secret

  • Add description and expiry of your secret key.

Client Secret

  • The key under 'Value' is your client's secret key.

User Configuration

  • Go to Settings -> Users and Companies -> Users and create a new user. Kindly ensure that the email address of the user on Odoo must match the email address on outlook to ensure smooth syncing of your data.
  • Once you have created the user, change the access right to Settings as highlighted in the screenshot.
  • Click on save.

Log in to an Outlook user

  • Click on this gear icon highlighted in the screenshot and click on Change Password .


  • Click on the button in the top right corner of the screen and click on Logout . Log in to the desired user.
  • This is an integral part of our functionality. As Administrator is not a user on Outlook , it is necessary to change the current logged-in user to an Outlook user.

Office 365 Settings

  • After completing the process above, go to Settings and open the user whose account you want to integrate.
  • Copy 'Application ID' and 'Secret ID' from Microsoft Azure portal and enter here.
  • Click on save.

Office 365 Login

  • You will see the login Office 365 button over there.
  • Click the Login Button, it will open Office 365 login page
  • After successfully login in Office 365 account, you will be able to get access to your Office 365 Account.

Office 365 Login

  • Enter your Office 365 email id.

Office 365 Login

  • Enter your Office 365 password.

Office 365 Login

  • Check 'Consent on behalf of your organization'
  • Click on accept to accept permissions.

Office 365 Login

  • After successfully login in Office 365 account, you will see this message.
  • The page will be redirected back to Odoo.

Office 365 Import Operation

  • After Successful login of Office 365 account, here you can see the buttons to perform operation by selecting these buttons you will be able to import and export data between Office 365 and Odoo.
  • In import contacts you can import based on the contact category.
  • If the category isn't selected, contacts of all categories will be imported.
  • In import calendars you can import based on calendar type and category.
  • If the category isn't selected calendar of all categories will be imported.
  • You can activate auto scheduler from here. If you want to perform manual sync, you can import data based on the date range specified here.

Office 365 Export Operation

  • Similarly, export operations can be performed.
  • You can activate auto scheduler from here. If you want to perform manual sync, you can export data based on the date range specified here.

Office 365 Emails

  • Office 365 emails are shown on the contact page.
  • From here you can send emails to your contacts. The emails you will receive will also be shown here after importing them from the Office 365 configuration menu.

Office 365 Activities

  • In All Activities menu, you can see all the tasks synced from Office 365 to Odoo.

Office 365 Import/Export Logs

  • To view logs, you can click on 'Logs' on the navigation menu.
  • Here you can see your logs of import/export operations.

Office 365 Import/Export Exceptions

  • To view errors, occur during the synchronization process. You can click on 'Exceptions' on the navigation menu.
  • Here you can see your logs of errors for import/export operations.

Office 365 Scheduler's Settings

  • If you want to perform the scheduled operations.
  • Enter the duration for auto scheduler.
  • Select the type of schedular you want to run for all users.
  • Click on save.
  • Click on "Apply Schedular" Setting Button.

Office 365 Product Support

After purchasing if you face any issue regarding the functionality/working of our app, we are here to address your queries. We provide 60-day support to our clients. The support period starts from the date of app purchase till 60 days onward.

Support Policy techloyce.com/book-a-free-consultation/


Privacy Policy techloyce.com/privacy-policy/
Does your app work in Odoo Enterprise?

Our module is compatible with Odoo Enterprise.

Will I get free upgrades and support after purchase?

Upgrades are not free. If you require any customization, you can contact us. We offer support for 60 days after purchase. For further information, you can contact us at https://techloyce.com or read our support policy.

I need an extra feature in this app. How can I request for it?

You can contact us to request customization in the app.

What is redirect URL?

Redirect URL is used to get auth code/permission code of your Office 365 account.

Is there an auto sync on this app, or do we have to import export manually every time we got an email or a new event on calendar?

Our module has both auto sync option and manual import/export option.

Is there a way the app can create a new contact when importing email from Office 365 if the contact email does not exist in Odoo?

The contact needs in Odoo before emails are sync.

Does Office 365 module supports multi User?

Yes, Office 365 module supports multi user?

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