odoo-forge-bundle 0.1.0

package/payload/skills/odoo18-docs/references/docs/applications/productivity/calendar/outlook.md

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+---
+title: "Outlook Calendar synchronization"
+source_url: "https://docs.odoo.sbggai.top/applications/productivity/calendar/outlook.html"
+---
+
+================================
+# Outlook Calendar synchronization
+
+Synchronizing a user's *Outlook Calendar* with Odoo is useful for keeping track of tasks and
+appointments across all related applications.
+
+.. seealso::
+   - :doc:`../../general/users/azure`
+   - :doc:`../../general/email_communication/azure_oauth`
+
+# Microsoft Azure setup
+
+To sync the *Outlook Calendar* with Odoo's *Calendar*, a Microsoft *Azure* account is required.
+Creating an account is free for users who have never tried, or paid for, *Azure*. For more
+information, view the account options on the [Azure website
+](https://azure.microsoft.com/en-us/free/?WT.mc_id=A261C142F).
+
+Refer to [Microsoft's documentation ](https://docs.microsoft.com/en-us/azure/active-directory/
+develop/quickstart-create-new-tenant) on how to set up a Microsoft *Entra ID* (formally called
+Microsoft *Azure Active Directory (Azure AD)*). This is an API console to manage and register
+Microsoft applications.
+
+Existing Microsoft *Entra ID* users should log in at the [Microsoft Azure developer portal
+](https://portal.azure.com/#home). Next, select :guilabel:`View` under the section labeled
+:guilabel:`Manage Microsoft Entra ID`.
+
+## Register application
+
+After logging in with the Microsoft *Entra ID*, [register an application
+](https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-register-app).
+
+To create an application, click :guilabel:`+ Add` in the top menu. From the resulting drop-down
+menu, select :guilabel:`App Registration`.
+
+.. image:: outlook/app-register.png
+   :align: center
+   :alt: Microsoft Azure management page with + Add and App Registration menu highlighted.
+
+Enter a unique :guilabel:`Name` for the connected application.
+
+Choosing the appropriate :guilabel:`Supported account type` is essential, or else the connected
+application will not work. Users who wish to connect their *Outlook Calendar* to Odoo should select
+the :guilabel:`Accounts in any organizational directory (Any Microsoft Entra ID directory -
+Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)` option for :guilabel:`Supported
+account types`.
+
+When configuring the :guilabel:`Redirect URI`, choose the :guilabel:`Web` option from the first
+drop-down menu. Then, enter the Odoo database URI (URL) followed by
+`/microsoft_account/authentication`.
+
+.. example::
+   Enter `https://yourdbname.odoo.com/microsoft_account/authentication` for the :guilabel:`Redirect
+   URI`. Replace `yourdbname.odoo.com` with the :abbr:`URL (Uniform Resource Locator)`.
+
+> **tip**:
+>    Ensure the database's :abbr:`URL (Uniform Resource Locator)` (domain) used in the URI is the
+   exact same domain as the one configured on the `web.base.url` system parameter.
+
+   Access the `web.base.url` by activating :ref:`developer mode <developer-mode>`, and navigating to
+   :menuselection:`Settings app --> Technical header menu --> Parameters section --> System
+   Parameters`. Then, select it from the :guilabel:`Key` list on the :guilabel:`System Parameters`
+   page.
+
+.. image:: outlook/azure-register-application.png
+   :align: center
+   :alt: The "Supported account type" and "Redirect URI" settings in the Microsoft Entra ID portal.
+
+For more information on the restrictions and limitations of URIs, check Microsoft's [Redirect URI
+(reply URL) restrictions and limitations
+](https://docs.microsoft.com/en-us/azure/active-directory/develop/reply-url) page.
+
+Finally, on the application registration page, click :guilabel:`Register` button to complete the
+application registration. The :guilabel:`Application (client) ID` is produced. Copy this value, as
+it is needed later, in the :ref:`outlook_calendar/odoo_setup`.
+
+.. image:: outlook/app-client-id.png
+   :align: center
+   :alt: Application client ID highlighted in the essentials section of the newly created
+         application.
+
+## Create client secret
+
+The second credential needed to complete the synchronization of the Microsoft *Outlook Calendar* is
+the *Client Secret*. The user **must** add a client secret, as this allows Odoo to authenticate
+itself, requiring no interaction from the user's side. *Certificates* are optional.
+
+To add a client secret, click :menuselection:`Certificates & secrets` in the left menu. Then click
+:guilabel:`+ New client secret` to create the client secret.
+
+.. image:: outlook/client-secret.png
+   :align: center
+   :alt: New client secret page with certificates and secrets menu and new client secret option
+         highlighted.
+
+Next, type a :guilabel:`Description`, and select when the client secret :guilabel:`Expires`.
+Available options include: :guilabel:`90 days (3 months)`, :guilabel:`365 days (12 months)`,
+:guilabel:`545 days (18 months)`, :guilabel:`730 days (24 months)` or :guilabel:`Custom`. The
+:guilabel:`Custom` option allows the administrator to set a :guilabel:`Start` and :guilabel:`End`
+date.
+
+Finally, click :guilabel:`Add` to :guilabel:`Add a client secret`.
+
+> **tip**:
+>    Since resetting the synchronization can be tricky, Odoo recommends setting the maximum allowed
+   expiration date for the client secret (24 months or custom), so there is no need to
+   re-synchronize soon.
+
+Copy the :guilabel:`Value` for use in the next section.
+
+> **warning**:
+>    Client secret values cannot be viewed, except immediately after creation. Be sure to save the
+   secret when created *before* leaving the page.
+
+.. _outlook_calendar/odoo_setup:
+
+# Configuration in Odoo
+
+In the Odoo database, go to :menuselection:`Calendar app --> Configuration --> Settings`, and tick
+the checkbox beside the :guilabel:`Outlook Calendar` setting. Remember to click :guilabel:`Save` to
+implement the changes.
+
+.. image:: outlook/outlook-calendar-setting.png
+   :alt: The "Outlook Calendar" setting activated in Odoo.
+
+From the Microsoft *Azure* portal, under the :guilabel:`Overview` section of the application, copy
+the :guilabel:`Application (Client) ID`, if it has not already been copied, and paste it into the
+:guilabel:`Client ID` field in Odoo.
+
+.. image:: outlook/client-id.png
+   :align: center
+   :alt: The "Client ID" in the Microsoft Azure portal.
+
+Copy the previously-acquired :guilabel:`Value` (Client Secret Value), and paste it into the
+:guilabel:`Client Secret` field in Odoo.
+
+.. image:: outlook/client-secret-value.png
+   :align: center
+   :alt: The "Client Secret" token to be copied from Microsoft to Odoo.
+
+Finally, on the Odoo :menuselection:`Settings --> General Settings` page, click :guilabel:`Save`.
+
+.. _outlook/sync:
+
+# Sync with Outlook
+
+> **warning**:
+>    Odoo highly recommends testing the Outlook calendar synchronization on a test database and a
+   test email address (that is not used for any other purpose) before attempting to sync the
+   desired Outlook Calendar with the user's production database.
+
+   If the user has any past, present, or future events on their Odoo calendar before syncing their
+   Outlook calendar, Outlook will treat the events pulled from Odoo's calendar during the sync as
+   new events, causing an email notification to be sent from Outlook to all the event attendees.
+
+   To avoid unwanted emails being sent to all past, present, and future event attendees, the user
+   must add the events from the Odoo calendar to the Outlook calendar before the first ever sync,
+   delete the events from Odoo, and then start the sync.
+
+   Even after synchronizing the Odoo Calendar with the Outlook calendar, Outlook will still send a
+   notification to all event participants every time an event is edited (created, deleted,
+   unarchived, or event date/time changed), with no exceptions. This is a limitation that cannot be
+   fixed from Odoo's side.
+
+   In summary, once a user synchronizes their Outlook calendar with the Odoo calendar:
+
+   - Creating an event in Odoo causes Outlook to send an invitation to all event attendees.
+   - Deleting an event in Odoo causes Outlook to send a cancellation to all event attendees.
+   - Unarchiving an event in Odoo causes Outlook to send an invitation to all event attendees.
+   - Archiving an event in Odoo causes Outlook to send a cancellation to all event attendees.
+   - Adding a contact to an event causes Outlook to send an invitation to all event attendees.
+   - Removing a contact from an event causes Outlook to send a cancellation to all event attendees.
+
+## Sync Odoo Calendar and Outlook
+
+In the Odoo database, open to the *Calendar* module, and click the :guilabel:`Outlook` sync button
+on the right-side of the page, beneath the monthly calendar.
+
+.. image:: outlook/outlook-sync-button.png
+   :align: center
+   :alt: The "Outlook" sync button in Odoo Calendar.
+
+The synchronization is a two-way process, meaning that events are reconciled in both accounts
+(*Outlook* and Odoo). The page redirects to a Microsoft login page, and the user is asked to log in
+to their account, if they are not already. Finally, grant the required permissions by clicking
+:guilabel:`Accept`.
+
+.. image:: outlook/accept-terms.png
+   :align: center
+   :alt: Authentication process on Microsoft Outlook OAuth page.
+
+> **note**:
+>    All users that want to use the synchronization simply need to :ref:`sync their calendar with
+   Outlook <outlook/sync>`. The configuration of Microsoft's *Azure* account is only done once, as
+   Microsoft *Entra ID* tenants' client IDs and client secrets are unique, and help the user manage
+   a specific instance of Microsoft cloud services for internal and external users.
+
+.. seealso::
+   - :doc:`../../general/integrations/mail_plugins/outlook`
+   - :doc:`google`
+
+# Troubleshoot sync
+
+There may be times when the *Microsoft Outlook Calendar* account does not sync correctly with Odoo.
+Sync issues can be seen in the database logs.
+
+In these cases, the account needs troubleshooting. A reset can be performed using the
+:guilabel:`Reset Account` button, which can be accessed by navigating to :menuselection:`Settings
+app --> Manage Users`. Then, select the user to modify the calendar, and click on the
+:guilabel:`Calendar` tab.
+
+.. image:: outlook/outlook-reset.png
+   :align: center
+   :alt: Reset buttons highlighted on the calendar tab of the user.
+
+Next, click :guilabel:`Reset Account` under the correct calendar.
+
+## Reset options
+
+The following reset options are available for troubleshooting *Microsoft Outlook Calendar* sync with
+Odoo:
+
+.. image:: outlook/reset-calendar.png
+   :align: center
+   :alt: Outlook calendar reset options in Odoo.
+
+:guilabel:`User's Existing Events`:
+
+ - :guilabel:`Leave them untouched`: no changes to the events.
+ - :guilabel:`Delete from the current Microsoft Calendar account`: delete the events from *Microsoft
+   Outlook Calendar*.
+ - :guilabel:`Delete from Odoo`: delete the events from the Odoo calendar.
+ - :guilabel:`Delete from both`: delete the events from both *Microsoft Outlook Calendar* and Odoo
+   calendar.
+
+:guilabel:`Next Synchronization`:
+
+ - :guilabel:`Synchronize only new events`: sync new events on *Microsoft Outlook Calendar* and/or
+   Odoo calendar.
+ - :guilabel:`Synchronize all existing events`: sync all events on *Microsoft Outlook Calendar*
+   and/or Odoo calendar.
+
+Click :guilabel:`Confirm` after making the selection to modify the user's events and the calendar
+synchronization.
+

package/payload/skills/odoo18-docs/references/docs/applications/productivity/calendar.md

@@ -0,0 +1,280 @@
+---
+title: ""
+source_url: "https://docs.odoo.sbggai.top/applications/productivity/calendar.html"
+---
+
+:show-content:
+# 
+# Calendar
+
+Odoo **Calendar** is a scheduling app that allows users to integrate a company's business flow into
+a single management platform. By integrating with the other apps in Odoo's ecosystem, **Calendar**
+allows users to schedule and organize meetings, schedule events, plan employee appraisals,
+coordinate projects, and more – all from the same platform.
+
+Upon opening the :menuselection:`Calendar app`, users have an overview of their current meetings.
+The selected view option appears as a :guilabel:`Day`, :guilabel:`Week`, :guilabel:`Month`, or
+:guilabel:`Year` drop-down menu. Under the view options drop-down menu, users can also enable or
+disable :guilabel:`Show weekends`.
+
+.. image:: calendar/calendar-overview.png
+   :alt: Overview of Calendar app.
+
+> **tip**:
+>    Depending on the selected view option, users can click the :icon:`oi-arrow-left`
+   :icon:`oi-arrow-right` :guilabel:`(left or right arrow)` buttons to switch between days, weeks,
+   etc., and switch back to the current day with the :guilabel:`Today` button.
+
+## Sync third-party calendars
+
+Users can sync Odoo with existing :doc:`Outlook <calendar/outlook>` and/or
+:doc:`Google <calendar/google>` calendars, by heading to
+:menuselection:`Calendar app --> Configuration --> Settings`. From here, enter
+:guilabel:`Client ID` and :guilabel:`Client Secret`. There is also an option to pause
+synchronization by ticking the checkbox, or automating synchronization by keeping it blank.
+
+Once the desired configurations are complete, be sure to click :guilabel:`Save` before moving on.
+
+Events created in synced calendars automatically appear across the integrated platforms.
+
+.. seealso::
+   - :doc:`Synchronize Outlook calendar with Odoo <calendar/outlook>`
+   - :doc:`Synchronize Google calendar with Odoo <calendar/google>`
+
+## Create activities from chatter
+
+Instantly create new meetings anywhere in Odoo through an individual record's chatter, like
+in a **CRM** opportunity card or task in the **Projects** app.
+
+From the chatter, click on the :guilabel:`Activities` button. In the :guilabel:`Schedule Activity`
+pop-up window, select the desired :guilabel:`Activity Type`, which populates a set of buttons,
+depending on the activity.
+
+Activities that involve other schedules, like :guilabel:`Meeting` or :guilabel:`Call for Demo`, link
+to the **Calendar** app. Select one of these activities to link to the **Calendar** app, then hit
+:guilabel:`Open Calendar` to navigate back to the app. Alternatively, it is also possible to
+:guilabel:`Schedule & Mark as Done` to close out the activity, or select :guilabel:`Done & Schedule
+Next` to keep the :guilabel:`Schedule Activity` window open to create another.
+
+.. seealso::
+   :doc:`Schedule activities in Odoo <../essentials/activities>`
+
+## Plan an event
+
+To put an event on the calendar, open the :menuselection:`Calendar app`, and click into the target
+date. On the :guilabel:`New Event` pop-up window that appears, start by adding the event title.
+
+.. image:: calendar/calendar-schedule-event.png
+   :alt: Schedule an event window on Calendar app.
+
+The target date auto-populates in the :guilabel:`Start` field. This can be changed by clicking
+into the date section, and selecting a date from the calendar. For multi-day events, select the end
+date in the second field, then click :guilabel:`Apply`.
+
+Tick the :guilabel:`All Day` checkbox if there is no specific start or end time.
+
+For events with specific start and stop times, ensure the :guilabel:`All Day` checkbox is unticked
+to enable time selection. With the :guilabel:`All Day` checkbox unticked, time selections appear in
+the :guilabel:`Start` field.
+
+The signed-in user auto-populates as the first attendee. Additional :guilabel:`Attendees` can be
+added or created from here, as well.
+
+For virtual meetings, copy and paste the URL into the space provided in the
+:guilabel:`Videocall URL` field. Or, click :icon:`fa-plus` :guilabel:`Odoo meeting` to create a
+link.
+
+Next, either create the event by clicking :guilabel:`Save & Close`, or select :guilabel:`More
+Options` to further configure the event.
+
+> **tip**:
+>    Once the event is created, users can click into the virtual meeting directly from the calendar
+   event to access more configuration options.
+
+.. image:: calendar/calendar-new-meeting.png
+   :alt: The full event form for a new calendar event.
+
+The :guilabel:`Description` field allows users to add additional information and details about the
+meeting.
+
+Click :guilabel:`More Options` to navigate to the meeting form, which provides additional
+configurations for the event:
+
+- :guilabel:`Duration`: Define the length of the meeting in :guilabel:`hours`, or toggle the
+  :guilabel:`All Day` switch.
+- :guilabel:`Recurrent`: Tick the checkbox to create a recurring meeting. Once selected, this
+  opens new fields:
+
+  - :guilabel:`Timezone`: Select the timezone for which this meeting time is specified.
+  - :guilabel:`Repeat`: Select the recurring period of this meeting. Depending on what type of
+    recurrence has been selected, a subsequent field appears, in which users can indicate when the
+    meeting should recur. For example, if :guilabel:`Monthly` is selected as the :guilabel:`Repeat`
+    option, a new field appears, in which the user decides on what :guilabel:`Day of Month` the
+    meeting should recur.
+  - :guilabel:`Until`: Select the limited :guilabel:`Number of repetitions` this meeting should
+    recur, the :guilabel:`End date` of when the recurrences should stop, or if the meetings should
+    recur :guilabel:`Forever`.
+- :guilabel:`Tags`: Add tags to the event, like `Customer Meeting` or `Internal Meeting`. These can
+  be searched and filtered in the **Calendar** app when organizing multiple events.
+- :guilabel:`Appointment`: Link existing or new appointments. These can be configured through the
+  :ref:`Share Availabilities <calendar/share-availabilities>` button from the main **Calendar**
+  dashboard.
+- :guilabel:`Privacy`: Toggle between visibility options to control who can view the event.
+- :guilabel:`Organizer`: This is defaulted to the current Odoo user. Select a new one from
+  existing users, or create and edit a new user.
+- :guilabel:`Description`: Add additional information or details about the meeting.
+- :guilabel:`Reminders`: Select notification options to send to attendees. Choose a default
+  notification, or configure new reminders.
+
+## Coordinate with teams' availability
+
+When scheduling an event for multiple users, on the **Calendar** app dashboard, tick the checkbox
+next to :guilabel:`Attendees` to view team members' availability. Tick (or untick) the checkbox next
+to listed users to show (or hide) individual calendars.
+
+.. image:: calendar/calendar-attendees.png
+   :alt: View of Attendees section on Calendar app.
+
+.. _calendar/share-availabilities:
+
+## Share Availabilities
+
+On the **Calendar** app main dashboard, click the :guilabel:`Share Availabilities` button at the top
+of the page. Next, click and drag to select the available times and dates on the calendar to add
+them as options in the invitation.
+
+> **tip**:
+>    To remove a selected time range, hover over the availability to click the :icon:`fa-trash`
+   :guilabel:`(trash)` icon.
+
+> **note**:
+>    Within the :guilabel:`Share Availabilities` feature, selecting times is only possible on the
+   *Day* calendar views.
+
+Once availability has been selected, click the :icon:`fa-external-link` :guilabel:`Open` button to
+navigate to the associated appointment.
+
+.. image:: calendar/calendar-meeting-share-availability.png
+   :alt: Share availability window on Calendar app.
+
+Several configuration options are available on the appointment form:
+
+In the :guilabel:`Scheduling` field, set a minimum hour window to ensure appointments are confirmed
+a specified amount of time in advance. For example, set `01:00` to require attendees to confirm at
+least one hour before their appointment time.
+
+In the :guilabel:`Allow Cancelling` field, set a maximum hour window before the appointment that
+attendees are able to cancel.
+
+The :guilabel:`Availability on` field enables attendees to book :guilabel:`Users` or
+:guilabel:`Resources`, such as meeting rooms or tables. After selecting :guilabel:`Users` or
+:guilabel:`Resources`, type in the desired user or resource in the space below.
+
+The :guilabel:`Front-End Display` field is used to choose :guilabel:`No Picture` or
+:guilabel:`Show Pictures` related to the selected user or resource on the appointment page.
+
+If :guilabel:`Resources` has been selected in the :guilabel:`Availability on` field, users have an
+option to :guilabel:`Manage Capacities`.
+
+Tick the checkbox to limit the maximum amount of people that can use the resource at the same time.
+
+The :guilabel:`Assignment Method` field enables the order in which attendees book their time and
+user/resource:
+
+- :guilabel:`Pick User/Resource then Time`
+- :guilabel:`Select Time then User/Resource`
+
+If :guilabel:`Resources` has been selected in the :guilabel:`Availability On` field, a third option
+is available, :guilabel:`Select Time then auto-assign`.
+
+Optionally, configure the following tabs:
+
+- :ref:`calendar/appointment-schedule`
+- :ref:`calendar/appointment-options`
+- :ref:`calendar/appointment-questions`
+- :ref:`calendar/appointment-messages`
+
+Click the :guilabel:`Preview` button to see how the appointment link looks for attendees.
+
+Once the configurations are finished, click the :guilabel:`Share` button to generate a link to send
+directly, or click :guilabel:`Publish` to publish the appointment selection on the connected Odoo
+website.
+
+.. _calendar/appointment-schedule:
+
+### Schedule tab
+
+In the :guilabel:`Schedule` tab of the appointment form, time slots can be managed. The target date
+and time populate as the first time slots.
+
+To add a new time slot, hit :guilabel:`Add a line`. Click into the new blank space under the
+:guilabel:`From` field, then select and enter the new target start date and time, respectively.
+Repeat under the new blank space under :guilabel:`To` to select and enter the new target end date
+and time.
+
+.. _calendar/appointment-options:
+
+### Options tab
+
+The :guilabel:`Options` tab provides additional configurations:
+
+- :guilabel:`Website`: Specify which website this meeting invitation will be published on.
+- :guilabel:`Timezone`: This defaults to the company's timezone selected in the **Settings** app.
+  To change the timezone, select the desired option from the drop-down menu.
+- :guilabel:`Location`: Select or create new locations from the drop-down menu. If this field is
+  left empty, the meeting is considered to be taking place online.
+- :guilabel:`Videoconference Link`: Select from :guilabel:`Odoo Discuss` or :guilabel:`Google Meet`
+  to include a video conference link in the meeting invitation, or leave it blank to prevent
+  generating a meeting URL.
+- :guilabel:`Manual Confirmation`: Only shown if :guilabel:`Resources` has been selected in the
+  :guilabel:`Availability On` field. Tick the checkbox and enter a maximum percentage of the
+  selected resource(s)' total capacity to create a manual confirmation requirement to finalize the
+  meeting.
+- :guilabel:`Up-front Payment`: Tick the checkbox to require users to pay before confirming their
+  booking. Once this is ticked, a link appears to :icon:`oi-arrow-right` :guilabel:`Configure
+  Payment Providers`, which enables online payments.
+- :guilabel:`Limit to Work Hours`: If :guilabel:`Users` has been selected in the
+  :guilabel:`Availability On` field, tick the checkbox to limit meeting time slots to the selected
+  :doc:`users' working hours <../hr/employees/new_employee>`.
+- :guilabel:`Create Opportunities`: When this is selected, each scheduled appointment creates
+  a new **CRM** opportunity.
+- :guilabel:`Reminders`: Add or delete notification reminders in this field. Select the blank space
+  for additional options.
+- :guilabel:`Confirmation Email`: Tick the checkbox to automatically send a confirmation email to
+  attendees once the meeting is confirmed. Select from the email templates or click
+  :guilabel:`Search More...`, then :guilabel:`New` to create a custom template.
+- :guilabel:`Cancelation Email`: Tick the checkbox to automatically send a cancelation email to
+  attendees if the meeting is canceled. Select from the email templates or click
+  :guilabel:`Search More...`, then :guilabel:`New` to create a custom template.
+- :guilabel:`CC to`: Add contacts to be notified of meeting updates in this field, regardless if
+  they attend the meeting.
+- :guilabel:`Allow Guests`: Tick the checkbox to allow attendees to invite guests.
+
+.. _calendar/appointment-questions:
+
+### Questions tab
+
+In the :guilabel:`Questions` tab, add questions for the attendee to answer when confirming their
+meeting. Click :guilabel:`Add a line` to configure a :guilabel:`Question`. Then select a
+:guilabel:`Question Type`, optionally add a :guilabel:`Placeholder` answer, and choose whether it is
+a :guilabel:`Required Answer`.
+
+To learn how to create more comprehensive questionnaires, head to the **Survey** app
+documentation on :doc:`creating and configuring data-capturing questions
+<../marketing/surveys/questions>`.
+
+.. _calendar/appointment-messages:
+
+### Messages tab
+
+In the :guilabel:`Introduction Message` field of the :guilabel:`Messages` tab, add additional
+meeting information that appears on the invitation.
+
+Information added to the :guilabel:`Extra Message on Confirmation` field appears once the meeting is
+confirmed.
+
+.. toctree::
+   :titlesonly:
+
+   calendar/outlook
+   calendar/google