Microsoft Office 365 Add-In for Outlook

If you live most of your day in Outlook, then you need our Outlook Add-In for Odoo ERP.  Living as a "side bar" within your Outlook client, our add-in lets you interface with the most-needed functions of Odoo.

Quickly copy-and-paste information from an email into your sidebar to create new Leads, Contacts, and Opportunities.  Search for Quotes, Sales Orders and Invoices using our cross-entity searching. Save and attach emails, images, and attachments directly to any record - without using Odoo.  View open activities and recent history – it’s all possible!

Any email (or meeting) you navigate to will automatically populate the SEARCH box with the main sender's email address.  This will help "automatically" search for related contacts to a particular email or appointment.

If however, you wish to search for a different contact, you can simply type a contact (or company) directly into the SEARCH box, and press "enter".  The system will search your Odoo contact manager for Contacts and/or Company records that match that search.

Once a CARD is shown, you can click on the CARD, and you will be taken to the DETAILS tab.  There you will see information regarding that specific record, including Company Name, Contact, Phone, etc.

Note that any piece of information UNDERLINED IN BLUE is a hyper-link.  It will either take you to the record in question (if it is a Company name, or a Contact name), OR it might perform special actions (like attempting to dial the phone number, or firing off a new email in the case of the Email address).

In addition to standard data-fields, you can also see the record's most-recent Activity in the DETAILS tab.