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The New Outlook Plugin
Functional Demo
Ubicació: Studio 4 - 1/10/20 21:30 - 1/10/20 22:00 (Europe/Brussels) (30 minuts)
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The New Outlook Plugin
Nicholas Kosinski
Director US East at Odoo
Nicholas Kosinski
Director US East at Odoo

Nicholas has been with Odoo since 2014 and is currently overseeing Odoo's East Coast Operations. 

Odoo and Outlook have never been closer! In this presentation we will take a look at both the configuration and the functionality of the new Odoo/Outlook connector, and furthermore take a dive into the following workflows:

- Receive an email in Outlook and associate that email with an existing opportunity in Odoo (done in Outlook);

- Receive an email in Outlook, and from Outlook create a new opportunity in Odoo, create a new partner in Odoo, and associate that email with this newly created opportunity (all done from Outlook);

- Receive an email in outlook and look at reveal data associated with the company which sent you the email (in Outlook);

- Bidirectional calendar synchronization between Odoo and Outlook;

- How Odoo eliminates the need to switch between systems, as well as the burden of manual data entry.

Join us!

Qüestionari

While working in Outlook, can I create a new contact in Odoo without having to navigate back to Odoo to create this contact?
Yes No
When in Outlook, can I create an opportunity in the Odoo CRM and have that opportunity automatically associated to the correct contact in Odoo?
Yes No
When in Outlook, can I see the expected revenue associated with an opportunity that lives in the Odoo CRM (without ever having to leave Outlook)?
Yes No