Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.
Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.Odoo CRM Integrations
SharePoint + Odoo CRMCreate Lead/Opportunity to Odoo CRM from New List in SharePoint Read More...
SharePoint + Odoo CRMUpdate Customer in Odoo CRM when New List is created in SharePoint Read More...
SharePoint + Odoo CRMCreate Lead/Opportunity to Odoo CRM from New Item Line in SharePoint Read More...
SharePoint + Odoo CRMCreate Customer to Odoo CRM from New Item Line in SharePoint Read More...
It's easy to connect SharePoint + Odoo CRM without coding knowledge. Start creating your own business flow.
Triggers whenever new item created in the list.
Triggers whenever new list created.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
SharePoint is a set of tops that help enterprise organizations to share information in an effective way. It provides an online platform for storing, organizing, creating and sharing documents (Microsoft, 2017. The idea behind creating this platform was to make it easy for users to cplaborate with other people in the organization. SharePoint provides tops for cplaboration among users in the organization. It is also used for document management, business intelligence, Enterprise Content Management (ECM.
It allows users to create websites, portals, blogs, wikis and other web-based applications. SharePoint comes with an application server that makes web content management easier by providing features like alerts, tasks, calendars, news feeds, status updates and ratings. Also SharePoint has a feature called SharePoint Designer which helps users to build applications using drag-and-drop interface (Microsoft, 2017. It also has features like SharePoint Workspace which provides offline access to SharePoint sites. It provides tops for IT professionals like managing multiple servers, search engine optimization (SEO. and SharePoint backup.
Odoo CRM is an open source customer relationship management software. It is a cloud based software which can be used as on premises as well as on the cloud. It comes with tops for managing contacts, leads, customers and vendors. It has features like sales forecast, forecasting, reporting, invoicing and customer service management. Also it has entry level automation tops for marketing automation and quality assurance. It has a feature called Odoo Chatter which helps users to communicate with each other through social media channels like Facebook and Twitter (Odoo Srl. 2017, p. 9.
There are many ways of integrating SharePoint and Odoo CRM. In this topic I will discuss how to integrate them through Active Directory Federation Services (ADFS.
In this integration process we need to integrate SharePoint with ADFS. ADFS provides Single Sign On capabilities to SharePoint farm. It is a part of Windows Server operating system that allows an application to authenticate user credentials against a back end identity provider such as AD or LDAP directory services. ADFS enables single sign on access to SharePoint sites from any device including smartphones and tablets. ADFS uses protocps like WS-Federation, SAML 2.0 and OpenID Connect to provide Single Sign On capabilities (Microsoft, 2017. Microsoft provides two types of ADFS. Windows Azure Active Directory Federation Services (Azure AD FS. and Enterprise Identity Federation Services (EAS. Azure AD FS is configured with the Office 365 service and EAS with on premises Active Directory (Microsoft, 2017.
Figure 1. Active Directory Federation Services (Microsoft, 2017)
Now we will discuss how to install and configure ADFS on a Windows Server 2012 R2 machine.
Figure 2. Installation Screen (Microsoft, 2017)
Figure 3. Installation Wizard (Microsoft, 2017)
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