Odoo and Microsoft 365 in one connected workspace
APKO connects Odoo to the Microsoft services you need: Outlook, Calendar, corporate accounts, document storage, and analytics tools. For every scenario, we define the data scope, permissions, exchange method, and error handling procedures.
Odoo and Microsoft 365 in one connected workspace
APKO connects Odoo to the Microsoft services you need: Outlook, Calendar, corporate accounts, document storage, and analytics tools. For every scenario, we define the data scope, permissions, exchange method, and error handling procedures.
Business tasks you can connect
Microsoft 365 connects to Odoo service by service. Available features and configuration methods depend on the selected service and business process.
Customer management from Outlook
The Odoo Outlook plugin creates contacts and opportunities from selected emails, avoiding manual transfer of sender details into CRM.
Shared meeting calendar
Two-way synchronization keeps Odoo Calendar and Outlook events aligned. Users keep their familiar calendar, with meeting information available in both systems.
Sign in with your corporate account
After Microsoft Azure OAuth setup, employees can log in with Microsoft work accounts. App and data access remains controlled by Odoo roles and permissions.
Documents, communication, and analytics
SharePoint, OneDrive, Teams, or Power BI connections are designed as individual use cases. Depending on the task, we use Microsoft Graph, available connectors, middleware, or a dedicated Odoo module.
Business tasks you can connect
Microsoft 365 connects to Odoo service by service. Available features and configuration methods depend on the selected service and business process.
Customer management from Outlook
The Odoo Outlook plugin creates contacts and opportunities from selected emails, avoiding manual transfer of sender details into CRM.
Shared meeting calendar
Two-way synchronization keeps Odoo Calendar and Outlook events aligned. Users keep their familiar calendar, with meeting information available in both systems.
Sign in with your corporate account
After Microsoft Azure OAuth setup, employees can log in with Microsoft work accounts. App and data access remains controlled by Odoo roles and permissions.
Documents, communication, and analytics
SharePoint, OneDrive, Teams, or Power BI connections are designed as individual use cases. Depending on the task, we use Microsoft Graph, available connectors, middleware, or a dedicated Odoo module.
How Microsoft 365 can work with Odoo
Each service requires its own configuration approach, considering the Odoo version, deployment model, Microsoft licenses, and organizational security policies.
How Microsoft 365 can work with Odoo
Each service requires its own configuration approach, considering the Odoo version, deployment model, Microsoft licenses, and organizational security policies.
Odoo Outlook plugin
Users can create Odoo contacts or opportunities from selected Outlook emails, ideal for initial inquiry capture.
Calendar synchronization
Odoo Calendar and Outlook events are matched. Before launch, configure the Microsoft app, connect accounts, and validate existing meeting handling.
Microsoft authentication
Microsoft Azure integration lets employees sign in to Odoo with corporate accounts. Users, groups, and permissions must align with Odoo's access model.
Email through Azure OAuth
Odoo can send and receive Microsoft 365 email using OAuth. Setup includes app registration, permissions, and mail server configuration.
SharePoint, OneDrive, and Teams
For documents and team communication, we first define the process: transferring a file, storing a link, sending a notification, or triggering an action. We then select the connection method and access rules.
Power BI and automation
For analytics, we define the Odoo data scope, retrieval method, refresh frequency, and report structure. Power Automate or other automation tools are configured for a specific trigger and outcome.
Odoo Outlook plugin
Users can create Odoo contacts or opportunities from selected Outlook emails, ideal for initial inquiry capture.
Calendar synchronization
Odoo Calendar and Outlook events are matched. Before launch, configure the Microsoft app, connect accounts, and validate existing meeting handling.
Microsoft authentication
Microsoft Azure integration lets employees sign in to Odoo with corporate accounts. Users, groups, and permissions must align with Odoo's access model.
Email through Azure OAuth
Odoo can send and receive Microsoft 365 email using OAuth. Setup includes app registration, permissions, and mail server configuration.
SharePoint, OneDrive, and Teams
For documents and team communication, we first define the process: transferring a file, storing a link, sending a notification, or triggering an action. We then select the connection method and access rules.
Power BI and automation
For analytics, we define the Odoo data scope, retrieval method, refresh frequency, and report structure. Power Automate or other automation tools are configured for a specific trigger and outcome.
What to define before work begins
Individual features can use standard connections. Reliable end-to-end processes also require agreement on system responsibilities and operating rules.
Process boundaries
We define which actions start in Odoo, which run in Microsoft 365, and the result users should receive.
Data sources and scope
We define the system of record, map fields, and specify what each side can create or change.
Access and security
We agree on accounts, app permissions, user groups, and credential storage. Integrations receive only the permissions needed for the scenario.
Monitoring and support
We assign integration owners and define error logging, retry procedures, and actions for API, license, or data structure changes.
What to define before work begins
Individual features can use standard connections. Reliable end-to-end processes also require agreement on system responsibilities and operating rules.
Process boundaries
We define which actions start in Odoo, which run in Microsoft 365, and the result users should receive.
Data sources and scope
We define the system of record, map fields, and specify what each side can create or change.
Access and security
We agree on accounts, app permissions, user groups, and credential storage. Integrations receive only the permissions needed for the scenario.
Monitoring and support
We assign integration owners and define error logging, retry procedures, and actions for API, license, or data structure changes.
How APKO integrates Odoo and Microsoft 365
1
We review your workflows, Microsoft services, and Odoo configuration. We design the interaction model and define data sources, constraints, and acceptance criteria.
2
We register the required applications and configure permissions, connectivity, and data exchange rules. We test standard operations, exceptions, retries, and behavior when either system is unavailable.
3
We move the tested configuration into production, monitor initial operations, and hand over documentation to the responsible employees. Subsequent changes are assessed for their impact on existing processes before implementation.
How APKO integrates Odoo and Microsoft 365
1
We review your workflows, Microsoft services, and Odoo configuration. We design the interaction model and define data sources, constraints, and acceptance criteria.
2
We register the required applications and configure permissions, connectivity, and data exchange rules. We test standard operations, exceptions, retries, and behavior when either system is unavailable.
3
We move the tested configuration into production, monitor initial operations, and hand over documentation to the responsible employees. Subsequent changes are assessed for their impact on existing processes before implementation.