The Connector’s History
If you are familiar with Odoo or OpenERP and have used or are still using Version 7 or below you will also know the Outlook Connector, a feature of the standard package for many years. Since Outlook is the most widely used email client, at least in the business environment, a connection to Odoo or OpenERP does have its benefits, even if its installation and technical implementation has driven many a developer or admin to despair.
These are presumably the reasons why, with the release of Odoo 8, the Connector is now no longer supported. Yet, most of the potential alternatives only focus on email exchange. A Connector, however, should also include additional features, at least the synchronization of contacts and calendar entries.
To provide our customers with a solution, we have investigated OutlookStormer (https://prezi.com/cxuhigdyma8w/outlookstormer/), in co-operation with Marc-Christian Wimmer, which provides a very good foundation. The main problem, however, were the respective OpenERP/Odoo and Outlook versions, since both supported alternatives have been getting on a bit. For OpenERP v7, Odoo 8 and Outlook 2010 or Outlook 2013, we have come up with the following results:
Synchronization of Contacts
In a first step, a separate address book called „Partners“ has been created to prevent data mix ups. As shown in the following screenshots, all company and contact data are added to this address book as individual address cards. Provided the CRM module in Odoo is activated, you may now also see the existing sales opportunities for each contact.
As mentioned already, the synchronization is bi-directional so that data may be edited in both applications.