If your sales, support, or admin team lives in Outlook but manages customers in Odoo, you're probably duplicating work — copying emails into CRM, missing follow-ups, or losing context between tools. Odoo's Outlook integration solves this by syncing your inbox directly with Odoo CRM, Sales, and Helpdesk, so every email is automatically logged against the right contact, lead, or ticket — no manual copy-pasting.
In this guide, you'll learn what the Odoo-Outlook integration does, how to set it up in under 10 minutes, and which teams benefit most.
Here is a step to configure Outlook with Odoo:
To begin, it is essential to configure the Outlook Mail Plugin on both Odoo and Outlook simultaneously.
Enable Mail Plugin
1. To ensure the proper functioning of the Mail Plugin, it is necessary to activate the feature in your database. Go to Settings→General Settings→Integrations, enable Mail Plugin, and save the Configuration.
Install the Outlook Plugin
- Please access your Outlook mailbox and choose any email from the list.
- To proceed, kindly click on the "More actions" button and then select "Get Add-ins" from the options.
- Select the My add-ins tab.
- Within the Custom add-ins section, please click on the "+ Add a custom add-in" option. Next, select "Add from URL..." to continue.
- Kindly input the provided URL, https://download.odoocdn.com/plugins/v15/outlook/manifest.xml into the designated field and proceed by selecting the "OK" button.
- Read the warning and click on Install.
Connect your Database
- Please open any email in your Outlook mailbox, then click on the "More actions" button and select "Odoo for Outlook" from the options.
- The right-side panel can now display Company Insights. At the bottom, click on Login.
- Kindly input your Odoo database URL and click on the "Login" button to proceed further.
- Please click on the "Allow" button to grant permission and open the pop-up window.
- If you are not currently logged into your Odoo database, please provide your credentials to proceed further.
- Please click on the "Allow" button to grant permission for the Outlook Plugin to establish a connection with your Odoo database.
Add a shortcut to the plugin
- In your Outlook mailbox, please click on "Settings" and then select "View all Outlook settings" from the menu.
- Under the "Mail" section, please select "Customize actions." From there, locate "Odoo for Outlook" and click on it. Finally, remember to save your changes.
- When you open any email, the shortcut should be displayed for your convenience.
In today's interconnected business landscape, integrating communication channels is essential for streamlined operations and effective collaboration. The Odoo Outlook Mail Integration by SerpentCS offers a robust solution that seamlessly connects Microsoft Outlook with the Odoo ERP system. By combining the power of both platforms, organizations can optimize email management, enhance collaboration, and improve overall productivity.
With its user-friendly interface, bi-directional synchronization, and time-saving automation features, this integration is a game-changer for businesses seeking to streamline their email communication within the Odoo ecosystem.
To enhance your integration with Odoo products, SerpentCS invites you to explore our extensive collection of apps available at the Odoo store. Discover a wide range of meticulously crafted applications developed by Serpent Consulting Services Pvt. Ltd., offering you countless possibilities to optimize and enhance your Odoo experience.
