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Each user who wants to send emails via Microsoft 365 needs to connect their account.
Connect Your Microsoft Account
- Click your profile picture (top right) → My Profile
- Go to the Mail Pro tab
- Click Connect Mailbox
- Sign in with your Microsoft account
- Grant the requested permissions
Once connected, a personal mailbox is automatically created for you.
Set Your Default Mailbox
After connecting:
- Go to My Profile → Mail Pro tab
- Use the Send from dropdown to select your default mailbox
- Click Save
The default mailbox is pre-selected when you compose new emails.
Sending Emails
When composing an email in Odoo:
- Open any email composer (from CRM, Helpdesk, etc.)
- Use the Send From dropdown to select a mailbox
- Compose your message
- Click Send
Your default mailbox is pre-selected, but you can change it per email.
Available Mailboxes
You'll see mailboxes based on your permissions:
| Type | Visibility |
|---|---|
| Personal | Only you |
| Shared | All users (on Microsoft 365: requires SendAs permission) |
Disconnecting
To disconnect your Microsoft account:
- Go to My Profile → Mail Pro tab
- Click Disconnect and confirm
This removes your OAuth tokens. You'll need to reconnect to send emails via Microsoft again.