Customer relationships are shaped not only by the CRM system you use but also by how well it connects with your everyday productivity tools.
Let’s suppose, you’re using Odoo CRM for managing leads, opportunities, and client interactions, and Microsoft 365 for day-to-day communication, scheduling, and collaboration, then synchronization is a must-have for seamless operations.
But here’s the catch: we’ve seen many customers running both these systems in silos and face challenges like poor email deliverability, inconsistent branding, scattered communication threads, and unnecessary manual work.
Odoo CRM + Microsoft 365 lets companies create a unified ecosystem where customer conversations, deals, and follow-ups flow seamlessly across both platforms.
Whether you’re using Odoo Online or hosting an On-Premise (Community Edition) instance, this Odoo CRM Integration with Office 365 guide ensures your teams communicate with customers on-brand, securely, and at scale.
Difference between Odoo Online & On-Premise setup>>
Why Connect Microsoft 365 with Odoo?
Odoo’s built-in mail servers work fine for small teams or light communication. But as sales pipelines grow, marketing campaigns scale, and support emails increase, the default setup struggles to keep up.
Here’s where Microsoft 365 helps:
- Branded communication: Emails come from your domain, not Odoo’s.
- Improved deliverability: Better inbox placement through SPF, DKIM, and DMARC.
- Scalability: No bottlenecks when sending large volumes of invoices, quotes, or campaign emails.
- Security & compliance: OAuth 2.0 authentication ensures modern, secure email handling.
Now, let’s break down how this works in both Odoo Online and Odoo On-Premises.
Connecting Office 365 with Odoo Online
When you subscribe to Odoo Online, your instance (e.g., yourcompany.odoo.com) includes a ready-to-use mail server. But by default:
- Emails are routed through Odoo’s servers.
- Delivery rules and DNS settings are managed by Odoo.
- Outbound email volume is capped (approx. 200/day).
This default mode is simple but limits brand control and professional communication.
Steps to Integrate Office 365 with Odoo Online
- Set Up a Dedicated Mailbox
- Create a licensed mailbox in Microsoft 365 (e.g., crm@yourcompany.com) for CRM communications.
- Configure Outbound SMTP in Odoo
- Use Office 365 as the SMTP server.
- Add a “from filter” so only emails from your domain can be sent.
- Manage Replies & Bounces
- Create distribution groups (replycrm@…, bouncecrm@…).
- Map Odoo system aliases for proper routing.
- Enable “Send As” Permissions
- Give the CRM mailbox rights to send on behalf of sales, marketing, and accounts users.
- Set Up Sales Team Routing
- Use shared mailboxes (sales@…, partners@…) in Office 365.
- Map them to Odoo Sales Teams.
- Ensure leads from public-facing emails are automatically created in Odoo CRM.
Outcome: Emails reach customers from branded company addresses, responses get tracked automatically, and sales pipelines remain organized.
Integrating Office 365 with Odoo On-Premises (Community Edition)
Running Odoo On-Premises gives businesses complete control over their infrastructure. With Microsoft 365 as an SMTP relay, you can:
- Authenticate emails using your server’s public IP
- Route communication through Exchange Online connectors
- Manage replies and escalations with IMAP-based mailboxes
Configuration Steps for On-Prem Odoo Office 365 Integration
- Set Up Office 365 as SMTP Relay
- Authenticate with the public IP of your Odoo server.
- Create an inbound connector in Exchange Admin Center.
- Outbound Server in Odoo
- Add SMTP relay settings with domain-based “from filters.”
- Use a default mailbox (e.g., pms@…) for system notifications.
- Handle Replies & Escalations
- Configure shared mailboxes (replypms@…, escalations@…) using IMAP.
- Define fetch intervals (e.g., every 5 minutes).
- Choose actions like creating new threads or appending to existing ones.
- Grant “Send As” Permissions
- Enable escalation mailboxes for Helpdesk.
- Configure auto-ticket creation in Odoo.
- Keep all team members subscribed for real-time notifications.
- Mail Queue Optimization
- Schedule outbound queue processing every 15 minutes for smooth delivery.
Outcome: Emails are securely routed, helpdesk tickets are auto-created, and collaboration across departments improves.
Security First: OAuth 2.0 Authentication
Whether you’re on Odoo Online or On-Prem, secure integration by connecting Microsoft 365 with Oauth 2.0.
Setup checklist:
- Register your Odoo instance as an app in Microsoft Entra ID (Azure AD).
- Grant API permissions: AccessAsUser.All, SMTP.Send, Mail.ReadWrite.
- Add a valid redirect URI for your Odoo instance.
This ensures email accounts are protected with modern authentication and align with Microsoft’s security best practices.
Benefits of Odoo CRM Integration with Office 365
Beyond fixing technical limitations, the integration delivers clear business benefits that impact productivity, collaboration, and customer satisfaction:
1. Improved Productivity
Access and manage CRM data (contacts, tasks, notes, etc.) directly within your Outlook inbox—no more switching between applications.
2. Enhanced Data Management
Keep all customer data and communication history in one place, ensuring consistency and accuracy across the entire organization.
3. Streamlined Sales & Marketing Processes
Enable sales and marketing teams to collaborate better with a shared, unified view of customer interactions and CRM insights.
4. Better Customer Experiences
With a holistic view of customer engagement, sales and support teams can provide faster, more personalized, and efficient service.
5. Consolidated Workflows
Unite sales, marketing, support, and other departments under a single platform, driving better collaboration and reducing duplication of effort.
Odoo CRM Integration with Office 365 is not just another formality, it’s about enabling smarter workflows.Whether your organization runs Odoo in the cloud or on-premises, this integration makes sure your CRM and email backbone are in sync.
