👤 User Setup
👤

Each user who wants to send emails via Microsoft 365 needs to connect their account.

Connect Your Microsoft Account

  1. Click your profile picture (top right) → My Profile
  2. Go to the Mail Pro tab
  3. Click Connect Mailbox
  4. Sign in with your Microsoft account
  5. Grant the requested permissions

Once connected, a personal mailbox is automatically created for you.

Set Your Default Mailbox

After connecting:

  1. Go to My Profile → Mail Pro tab
  2. Use the Send from dropdown to select your default mailbox
  3. Click Save

The default mailbox is pre-selected when you compose new emails.

Sending Emails

When composing an email in Odoo:

  1. Open any email composer (from CRM, Helpdesk, etc.)
  2. Use the Send From dropdown to select a mailbox
  3. Compose your message
  4. 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:

  1. Go to My Profile → Mail Pro tab
  2. Click Disconnect and confirm

This removes your OAuth tokens. You'll need to reconnect to send emails via Microsoft again.