- #CONFIURE OUTLOOK FOR OFFICE 365 HOW TO#
- #CONFIURE OUTLOOK FOR OFFICE 365 INSTALL#
- #CONFIURE OUTLOOK FOR OFFICE 365 FULL#
That sales team should process leads that are received to the email address Also, you may want to have separate Sales Teams which will be responsible for processing emails sent to addresses and or more. Any objects you want.įor example, you may want to have a Sales Team with the name “Initial Processing Team”. In Odoo ERP it is possible to configure multiple Sales Teams, Projects and etc. Click the “plus” sign on the opened page to add a new connector In the Opened Window click on the section “mail flow -> connectors”ģ. Login with your Global Admin user account to and click on the “Admin Center -> Exchange” menu in the left panelĢ.
Now here are the steps to configure the Outgoing Mail server.ġ. But that gives additional headache relating to the mailing system configuration. and not from some generic email like The reason why Odoo is doing it is to make sure that this email will be beautifully displayed as belonging to a real person and not to look like an automatic notification from ERP.Īnd obviously when you respond to the person through Odoo CRM, your lead will also see that email is coming from instead of some generic email the intention of Odoo is clear – they want to ensure all messages from ERP are personal and do not look like an automatic notification. As it is now implemented in Odoo ERP, the email will attempt to send FROM the email of the lead (e.g. And after Odoo creates it – it needs to send automatic emails to all followers, to inform everybody about the new Opportunity. For example, after this mail configuration Odoo will be able to send emails from any email (for example imagine that you are getting an email from a potential lead to the address Imagine that potential lead’s email address is Odoo ERP catches this email and creates a new Opportunity in the CRM Pipeline. Meaning that it is used as an intermediate layer to send emails from ANY mail address to ANY mail address. Odoo ERP is trying to operate as a relay server.
#CONFIURE OUTLOOK FOR OFFICE 365 HOW TO#
In this section, you will learn how to configure Office 365 to act like a relay server.
#CONFIURE OUTLOOK FOR OFFICE 365 INSTALL#
Install Odoo module to inform users that they used the wrong emailĬonfiguring Outgoing mail Server in Office 365 as Relay Server.Configure Outgoing mail Server in Office 365 as Relay Server.How to integrate the Odoo ERP with Office 365 mail server If all above preconditions are already fulfilled, then you can go ahead with next steps. Office 365 SMTP relays are not compatible with Odoo Online. That is needed in order to create new users and groups on the Portal.Īccording to official Odoo documentation, You can use an Office 365 server if you run Odoo on-premise. People executing the steps below need to have Administrative access (Role: Global Administrator) to. This Microsoft guide can help you with this.ģ. It is especially important that you already have properly configured your custom domain. If you just purchased a subscription and haven’t configured anything yet, you first need to perform an initial setup by following the official Microsoft guide. Meaning you are not a new Office 365 subscriber. You are already using mailing features from Office 365. Assumption is that you are already a user of the Office 365 Business subscription that includes Exchange Server. If you find that this article is not complete enough or something is not clear, please leave your comments down below and we will correct instructions and add clarifications to it. This guide was written with the goal to be an A-Z guide.
#CONFIURE OUTLOOK FOR OFFICE 365 FULL#
This guide provides a full set of instructions on how to configure your Office 365 Exchange to work with the Odoo ERP system. That way, you can continue to use your favourite mail client, while all communications are synced in structured way into ERP/CRM for managing sales, tasks, support tickets and etc. It indicates that you need to integrate your mailing system with ERP or CRM. When your business is growing, you can start facing a mess in your mailbox. This article is written for Office 365 Business subscribers using it as their internal and external mailing system.
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