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Office 365 + Odoo CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Office 365 and Odoo CRM

About Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

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.

Odoo CRM Integrations
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Best Office 365 and Odoo CRM Integrations

  • Office 365 Trello

    Office 365 + Trello

    Create Trello Cards from new Office 365 emails Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Trello Create Card
    Keeping up with Office 365 emails that you need to take an action on is really difficult when you receive hundreds of emails in a day. With this integration, you can automatically create Trello cards for those mails to follow up later. After setting this integration up, we will automatically create a card in Trello for every new email received on your Office 365 account. Our Office 365-Trello integration allows you to take rapid action on your Office 365 emails by converting them into Trello cards.
    How It Works
    • A new email is received in Office 365
    • Appy Pie Connect creates a new Trello card on a chosen board
    What You Need
    • An Office 365 account
    • A Trello account
  • Office 365 Slack

    Office 365 + Slack

    Receive Slack alert messages for every new Office 365 event Read More...
    When this happens...
    Office 365 New Event
     
    Then do this...
    Slack Send Channel Message
    Set up this Slack – Office 365 integration and we will watch your Office 365 account for you. After setting up this integration, we will send a notification to your chosen Slack channel every time a new event is created in associated Office 365 calendar. Our automation platform enables you to set up this Connect in a few minutes without having to write a single line of code. So, stay on top of your schedule at all times by integrating your Office 365 calendar with Slack now.
    How This Integration Works
    • A new event is created in your chosen Office 365 calendar
    • Appy Pie Connect sends a notification to your chosen Slack channel
    What Is Needed for This Integration
    • An Office 365 account
    • A Slack account
  • Office 365 Slack

    Office 365 + Slack

    Get notifications in Slack for new Office 365 emails (containing subject, sender, body preview and link to email) Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Slack Send Channel Message
    Once you set this integration up, Appy Pie Connect will automatically send a notification directly to your Slack channel where every team member can see the upcoming tasks. This integration will help you keep all your team members on the same page and prevent miscommunication and lack of collaboration. This Connect sends notifications, containing email subject, snippet (body preview), sender name, and link to email.
    How This Integration Works
    • An email is received on Office 365
    • Appy Pie Connect sends a notification to the Slack channel of your choice
    What You Need
    • An Office 365 account
    • A Slack account
  • Office 365 Todoist

    Office 365 + Todoist

    Create Todoist tasks from new Office 365 emails Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Todoist Create Task
    Turn your Office 365 emails into Todoist tasks with Office 365 – Todoist automation from Appy Pie Connect. Once you’ve established this integration, whenever a new email is received in Office 365, we will automatically turn it to Todoist task, so you never miss an important email again. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How This Integration Works
    • A new email is received in your Office 365 account
    • Appy Pie Connect automatically creates a new task in Todoist
    What You Need
    • An Office 365 account
    • A Todoist account
  • Office 365 Slack

    Office 365 + Slack

    Get every new Office 365 email (in full) in a Slack channel of your choice Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Slack Send Channel Message
    Get more out of your Slack account by integrating it with Office 365. After setting this integration up, whenever a new email is received in your Office 365 account, Appy Pie Connect will automatically send a message in the Slack channel of your choice. In this automation, you can either select inbox or a folder to watch for new emails.
    How It Works
    • A new email is received in your Office 365 inbox or folder
    • Appy Pie Connect posts a message (customizable) in your selected Slack channel
    What You Need
    • An Office 365 account
    • A Slack account
  • Office 365 Slack

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    When this happens...
    Office 365 {{item.triggerTitle}}
     
    Then do this...
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Connect Office 365 + Odoo CRM in easier way

It's easy to connect Office 365 + Odoo CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    Actions
  • Create Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

  • Create Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

How Office 365 & Odoo CRM Integrations Work

  1. Step 1: Choose Office 365 as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Office 365 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 Office 365 and Odoo CRM

Office 365 is cloud-based suite of productivity software developed by Microsoft Corporation.Odoo is a free open source CRM application.Microsoft and Odoo have partnered to integrate Office 365 with Odoo CRM.

Microsoft has introduced the first version of Office 365 for Odoo in 2017. It provides integration between Office 365 and Odoo CRM.Users will have access to all the features provided by Office 365 from within the Odoo application. They can access them from the user's portal, which was released on September 21, 2015. Users can select their favorite theme from the user's portal. There are six themes including Default, Blue, Dark, Light, Beige and Orange. Another feature of Odoo CRM office integration is that users can view their Office 365 tasks directly from Odoo. The users will be able to view their personal calendar, documents, mail, contacts, tasks and notes.The integration of Office 365 and Odoo also provides users with an opportunity to share and cplaborate on workbooks. The users will have the ability to create and edit spreadsheets online using Excel Online on Spreadsheets and Table Service (Excel Web Apps. Users can install the add-in for Excel to enable the online editing and sharing of spreadsheets. The add-in will help them to connect to spreadsheets hosted on Microsoft SharePoint, OneDrive, Dropbox and Google Drive.Office 365 users will be able to work on their Office documents and share them with cpleagues and customers through an embedded version of Office Online (Word Online, PowerPoint Online, Excel Online, OneNote Online. It will help them to access all the information stored in the cloud through the Odoo application. They can also upload files in the cloud where they can be accessed by other users. This helps them to avoid storing files locally or manual file transfer between devices.Users will be able to use Skype for Business from inside of Odoo. It provides voice & video calling with HD sound quality and screen sharing over a secure connection between Skype users. It offers group chat feature and video messaging to keep up with business communications.Another feature of Office 365 integration with Odoo is that it allows users to complete their task list directly from Odoo. They can manage their tasks through Outlook Web App (OWA. or Outlook 2016 desktop client from within the Odoo application.It also enables users to connect their multiple projects to one customer relationship. This helps them to manage all projects from one place. Users can create plans from different projects under one contact without switching tabs or windows in Odoo.

The process to integrate Office 365 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.