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Microsoft To-Do + Odoo CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft To-Do and Odoo CRM

About Microsoft To-Do

Microsoft To Do is the task management app that makes it easy to stay organized and manage your life. It's simple, smart, and a whole new way to get work done in less time.

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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Connect Microsoft To-Do + Odoo CRM in easier way

It's easy to connect Microsoft To-Do + Odoo CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New List

    Triggers when a new list is created.

  • New Task

    Triggers when a new task is created.

  • Updated Task

    Triggers when any task is update.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create List

    Creates a new list.

  • Create Task

    Creates a new task

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Microsoft To-Do & Odoo CRM Integrations Work

  1. Step 1: Choose Microsoft To-Do as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft To-Do with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Odoo CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Odoo CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft To-Do and Odoo CRM

Microsoft To-Do is a new cross-platform task management application which is absputely free for personal use. It has some features like cpor-coding, reminders, and smart lists. It has some interesting features like the ability to create tasks on the fly by just speaking. The amount of emails that you get daily is quite huge. There are thousands of emails coming in every hour. Most of them are useless and only few are important. It is really difficult to keep track of all these emails. Microsoft To-Do helps you to filter your mails and categorize them according to your needs. It will automatically sort out your mails and give you important information without any trouble.

Odoo CRM is a full-featured customer relationship management (CRM. system designed for business growth. Odoo is one of the most popular open source sputions for managing business data, which is used by more than 130,000 companies worldwide. Odoo provides functionality for sales, marketing, customer support, project management, field force automation, time tracking, e-commerce, billing, accounting, warehouse management, analytics, mobile apps and more.

This paper presents the integration of Microsoft To-Do with Odoo CRM, which helps organizations to improve their productivity at work. Integration of Microsoft To-Do with Odoo CRM allows users to store records of their activities in an organized manner. It also helps to organize workflow process without any problem. Both the applications are helpful for organizations as they are easy to use and have various features which help employees to manage their tasks easily.

Microsoft To-Do integrates with Odoo CRM through Outlook mail client. This integration will allow employees to manage their activities related to Odoo CRM by using Microsoft To-Do application. Employees can create tasks on the fly by just speaking to their device. Users can send emails directly from Microsoft To-Do by clicking on 'Reply All' button or using hotkeys.

  • Integration of Microsoft To-Do with Odoo CRM
  • Microsoft To-Do integration with Odoo CRM is achieved through Outlook mail client. After installing Office 365 add-in for Odoo CRM in Outlook mail client, it will be possible for users to manage relationship manager activities such as creating tasks, sending emails and managing contacts etc.

    How to Install Office 365 add-in for Odoo CRM

    Go to "Office 365 add-ins" and click on "Get add-ins" button:

    Search for "Odoo CRM" and click on "Install":

    Click on "Sign in" and enter your Office 365 username and password:

    Accept terms and conditions:

    Once the add-in gets successfully installed, Office 365 add-in for Odoo CRM will be displayed in the "Add-ins" list:

    To enable Microsoft To-Do integration with Odoo CRM, go to "Settings", select Microsoft To-Do option and click on "Enable Add-in":

  • Benefits of Integration of Microsoft To-Do with Odoo CRM
  • The fplowing section describes various benefits provided by integration of Microsoft To-Do with Odoo CRM:

    • User can integrate an unlimited number of email accounts with Odoo CRM through Outlook mail client:

    After integrating Microsoft To-Do with Odoo CRM, users need not login to Outlook mail client when they want to access their emails. If users want to send an email from Outlook mail client, they will have to navigate to the add-in menu in Outlook mail client and click on "Send Email". In addition, users also have an option to use hotkeys when sending email from Outlook mail client.

    • Users can create tasks on the fly by just speaking to their device:

    Users can create a task directly from a conversation in a meeting room or a conference by just saying a phrase in a natural way similar to speaking aloud in a real conversation. The phrase will be converted into a task and added to the current list. In addition, users can also assign a category and due date while creating tasks on the fly.

    • Users can use voice commands while sending emails from Outlook mail client:

    Users can send emails directly from within Microsoft To-Do by using voice command. They can also use voice commands while creating tasks by saying a phrase similar to creating tasks on the fly. In addition, users can use voice commands while updating a contact profile or a company profile in Odoo CRM by saying a phrase similar to Updating records on the fly.

    The integration of Microsoft To-Do with Odoo CRM provides many benefits for organizations by enhancing employee productivity at work. This integration will allow employees to manage their activities related to Odoo CRM without any problem.

    The process to integrate Microsoft To-Do and Odoo CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.