The document outlines the integration process of Office 365 with Odoo 12.0, detailing the steps to sync calendars, contacts, and tasks between the two platforms. It emphasizes the importance of having a Microsoft account and providing instructions on setting up permissions and access rights. Additional information includes managing email communications and automated data syncing features between Office 365 and Odoo.

1. Office 365
Integration
with OdooV 12.0 BY APAGEN
www.apagen.com | gaurav.kumar@apagen.com | Contact - +91 9971 800 665

2. About Apagen
Appearance
▸ Apagen Solutions, head office is based out of Noida
▸ Apagen is a sister concern of Enventa Group
▸ Track record of world class product & service delivery since inception in 2009
▸ International presence in Malaysia, UK, Nigeria, Kenya, USA and UAE
▸ Rich portfolio of alliances with major industry players
Experience
▸ Expert in manufacturing, Construction, Media, Healthcare, Education, Trading domain
▸ World class ERP consulting services for Auto component manufacturers, oil and gas drilling companies,
Logistic companies, Plastic processing units, Cement Units, Retail, Export Companies
▸ Having huge pool of products for Help Desk, Smart Card, Biometrics Payroll system, Accounting,
mobility, Production automation & Private Enterprise ATM etc.
▸ Rich experience in offshore delivery through ODCs (Offshore Delivery Model) at Noida and Next focus is
on USA, Africa and Australia.

3. CA, USA
Kenya

4. Description
Odoo is a fully integrated suite of business modules that encompass the traditional
ERP functionality. Odoo office 365 Connector provides the opportunity to sync
calendar, contacts,task and mail between ODOO and office 365.
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5. Once you installed office365, if you can't find office settings in odoo main menu then Enable Developer Mode.
Go to Settings --> groups --> Open any Group for which need to add Rights.
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Setting Rights for Users to use Office365
functionality

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Add Office365 setting and user setting Access Rights in selected Group.

7. ▸ You must have a microsoft account to use this connector.
▸ Go to LINK and create an app
▸ Click Register App and give Name.
▸ Choose the Account Types.
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office 365 Credentials

8. ▸ After save the apps, you can see your application(client) Id and redirect url.
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9. ▸ Add redirect url here. You can add any url in redirect url which will return you a code after successfully
logged in you office365 account. In my case it is http://localhost:8069/ .
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10. ▸ To get Secret key, Go to Certificate & secrets and click to New Client Secret.
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11. ▸ After compelete the proccess, copy(Application id,redirect url and secret key).
▸ Open ODOO. Go to settings --> users & companies --> office 365.
▸ Enter client id and secret(password that you generate earlier), Redirect URI and click Activate.
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12. ▸ Now go to Main Menu --> Office365 Settings
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13. ▸ Open the link given in front of Login URL in new tab. This will ask microsoft credentials. After you enter
credentials it will ask for permissions. Click Allow.
▸ Now it will be redirected back to ODOO
▸ You have to copy code from the URL as you can see in the screenshot and paste it in ODOO office 365
settings in code field and click generate token button
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14. ▸ Now Go to office 365 Calendar tab.
▸ Click Sync office 365 Calendar to ODOO button. Now if you go to ODOO calendar you can see your meetings
from office 365 calendar are imported in ODOO.
▸ Click Sync ODOO Calendar to office 365 button. Now if you go to ODOO calendar you can see your meetings
from ODOO calendar are exported to Office 365.
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Sync Calendar

15. ▸ Now Go to ODOO calendar, here you can see your meetings are synced.
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ODOO Calendar

16. ▸ You can send messages to the customer by your office 365 Mail.
▸ Go to CRM > leads. open a lead. In the bottom you can send messages to the customer. These messages will
be sent to the customer's email by your office 365 mail.
▸ You can also send attachemts as well.
▸ You can perform same for lead, opportunity, quotaion, sale order, invoice and customer.
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office 365 Mail

17. ▸ Now Go to Customer to which send Mail,here when you send message in Contact it will be sent to
Customer's email address using your office 365 credentials. It Also supports sending attachments.
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Import office 365 Mails(inbox and sent) to
ODOO Mail

18. ▸ Go to Office 365 mail and Contacts.Click Export Contacts to Office365.
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Export Contacts From Odoo To Office365

19. ▸ Go to Office 365 mail and Contacts.Click Import Contacts from Office365.
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Import Contacts From Office365 To ODOO

20. ▸ Go to Settings --> users --> Administrator --> office 365 Task tab.
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Sync tasks between office 365 and ODOO

21. ▸ Click Import Tasks From office 365 to ODOO button. Now go to sales --> order --> customers. At the end in
Planned activities section you can view synced tasks. If you delete a task in office 365 then when you will
sync task in ODOO that deleted task will be deleted from ODOO as well.
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22. ▸ Click Export Tasks From ODOO to office 365 button. All user(logged in)’s tasks from ODOO will be exported to
office 365. Also if you go to sales --> order --> customers and create an activity. This activity will also be
created in office 365 as Task. Now if you delete this task in ODOO it will be deleted in office 365 as Well.
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23. ▸ To set the access rule for email or contacts in odoo, you need to activate developer mode and and Go to
technical > security>record rule.
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If you want to hide contact and emails from
other odoo user

24. ▸ Create new rule.
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25. ▸ Click You can select the object on which you want to apply record rules like message, contact, order etc.
You can give read/write access right by check the Buttons.
▸ You need to define rule in Rule Defination(Domain Filter) like below where we defined the rule for an author.
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26. ▸ Go to settings > Technical > Automation > Scheduled Action.
▸ Here you can see schedulers to sync data between office 365 and odoo.
▹ Auto office 365 calendar export
▹ Auto office 365 calendar import
▹ Auto office 365 tasks export
▹ Auto office 365 tasks import
▹ Sync office 365 Mail
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Auto Schedulers

27. ▸ Enable Developer Mode.
▸ Go to Settings --> groups --> Open any Group for which need to add Rights.
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Setting Rights for other Users to use Office365
functionality

28. ▸ Add Office365 setting and user setting Access Rights in selected Group.
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THANK YOU
Any questions?
You can find me at:
▸ Gaurav.kumar@apagen.com
▸ +91 9971 800 665