Odoo - Office 365 Integration

14
ODOO OFFICE365 INTEGRATION

Transcript of Odoo - Office 365 Integration

ODOO OFFICE365INTEGRATION

INTRODUCTION

A powerful open sourceplatform having number

of apps for di�erentbusiness verticals

Includes apps for CRM,eCommerce, Accounting,Manufacturing, ProjectManagement and manyother nicheA complete o�ce suite

in the cloud

O�ers standard o�ceproducts like Word, Excel,Outlook, SharePoint

Accessible from any internetenabled computer

01

02

04

03

05

ODOO – OFFICE365 INTEGRATION

O�ers synchronizationto your calendar withsingle sign-on feature

No additional set-upprogram is required

The information isspared safely and

no risk of data loss

The set-up takesjust few minutesin synchronizing

your data

01 03

0402

ODOO – OFFICE365 INTEGRATIONSingle Sign-On (SSO)

You can use one set oflogin credentials to

access multipleapplications

The SSO serviceauthenticates

end user for allthe applications

Eliminates further promptswhen user switchesapplication during

same session

At backend, SSO keepslog of user activitiesand monitors user

accounts

01 03

02 04

CREATE APPLICATION

YOU NEED TO ENTER FOLLOWING DETAILS:

Login with main account and create one application

Access below url for create application for Microsoft O�ce365 integration

https://apps.dev.microsoft.com

You will get following message on successful registration

YOU NEED TO ENTER FOLLOWING DETAILS

Finally your pro�le will be created after clicking on “Save” button. It will generateclient id and secret key which we need to enter in the provider record

ENTERING SSO LOGIN CREDENTIALS

SIGNING IN WITH SSO LOGIN

As you check on “Allowed” check box, the “Log in with Microsoft” linkwill be enabled

This will set up your SSO login for Odoo – O�ce365 integration

SUCCESSFUL LOGIN AND VIEWING SSO CREDENTIALS

After successful SSO login, you can view your SSO credentials from the above screen

ODOO – OFFICE 365 INTEGRATIONSync with Calendar

Lets you sync your scheduled meetings and events with Odoo dashboard andMicrosoft account

It is a two-way sync functionality

SYNC WITH OFFICE365

Two-way sync is done when you click on “Sync with O�ce365” button

No need to remember or miss out your scheduled meetings or events

FEATURES OF ODOO – OFFICE365 INTEGRATION

OFFICE365FEATURES

Integrated OdooCalendar

Management

Powerful CustomerRelationshipManagement

PowerfulIntegration

with all scheduledmeetings and

events

Reports

WHY CHOOSE SERPENT ?

Core expertise in Open ERP / ODOO platform.

The best combination of expertise and hard working personnel.

Excellent after sales support.

Multinational �rm gaining trust from clients of over 130 countries.

The best in class service provider at a rate you cannot a�ord to lose.

SERPENT CONSULTING SERVICES

www.serpentcs.com

301, Siddhraj Zavod,Nr. Kh-0 Circle, Vasna Hadmatiya,Gandhinagar, Gujarat, India.Pin – 382423.

Jay Vora +91-987-935-4457

+91-903-347-2982Husen Daudi

Ready Partner

India USA UAE

Australia Oman Mauritius

UK NigeriaSudan

OUR GLOBAL PRESENCE