[IMP] Outlook: update setup steps

closes #15367

Signed-off-by: Felicia Kuan (feku) <feku@odoo.com>

Author: jero-odoo

content/applications/general/integrations/mail_plugins/outlook.rst

@@ -16,7 +16,7 @@ The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both on
 Enable Mail Plugin
 ------------------
 
-First, enable the *Mail Plugin* feature in the database. Go to :menuselection:`Settings --> General
+First, enable the *Mail Plugin* module in the database. Go to :menuselection:`Settings --> General
 Settings --> Integrations`, enable :guilabel:`Mail Plugin`, and :guilabel:`Save` the configuration.
 
 .. _mail-plugin/outlook/install-plugin:
@@ -29,36 +29,26 @@ later: `https://download.odoocdn.com/plugins/outlook/manifest.xml
 <https://download.odoocdn.com/plugins/outlook/manifest.xml>`_.
 
 Next, open the Outlook mailbox, and select any email. After completing this, click on the
-:guilabel:`More actions` button in the upper right-side and select :guilabel:`Get Add-ins`.
+:guilabel:`Apps` button in the upper right-side, then click :guilabel:`Get add-ins`.
 
 .. image:: outlook/more-actions.png
-   :align: center
-   :alt: More actions button in Outlook
-
-.. tip::
-   For locally installed versions of Microsoft Outlook, access the :guilabel:`Get Add-ins` menu item
-   while in preview mode (**not** with a message open). First, click on the :guilabel:`...
-   (ellipsis)` icon in the upper right of the previewed message, then scroll down, and click on
-   :guilabel:`Get Add-ins`.
+   :alt: Apps button in Outlook
 
 Following this step, select the :guilabel:`My add-ins` tab on the left-side.
 
 .. image:: outlook/my-add-ins.png
-   :align: center
    :alt: My add-ins in Outlook
 
-Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ Add a custom add-in`, and
-then on :guilabel:`Add from file...`
+Under :guilabel:`Custom Addins` towards the bottom, click on :guilabel:`+ Add a custom add-in`, then
+select :guilabel:`Add from file...`
 
 .. image:: outlook/custom-add-ins.png
-   :align: center
    :alt: Custom add-ins in Outlook
 
 For the next step, attach the `manifest.xml` file downloaded above, and press :guilabel:`OK`. Next,
 read the warning and click on :guilabel:`Install`.
 
 .. image:: outlook/add-in-warning.png
-   :align: center
    :alt: Custom add-in installation warning in Outlook
 
 .. _mail-plugin/outlook/connect-database:
@@ -67,18 +57,16 @@ Connect the database
 --------------------
 
 Now, Outlook will be connected to the Odoo database. First, open any email in the Outlook mailbox,
-click on the :guilabel:`More actions` button in the upper right-side, and select :guilabel:`Odoo for
-Outlook`.
+click on the :guilabel:`Apps` button in the upper right-side, and select :guilabel:`Odoo Inbox
+Addin`.
 
 .. image:: outlook/odoo-for-outlook.png
-   :align: center
    :alt: Odoo for Outlook add-in button
 
 The right-side panel can now display **Company Insights**. At the bottom, click on
 :guilabel:`Login`.
 
 .. image:: outlook/panel-login.png
-   :align: center
    :alt: Logging in the Odoo database
 
 .. note::
@@ -88,69 +76,74 @@ The right-side panel can now display **Company Insights**. At the bottom, click
 .. tip::
    If, after a short while, the panel is still empty, it is possible that the browser cookie
    settings prevented it from loading. Note that these settings also change if the browser is in
-   "Incognito" mode.
+   *Incognito* mode.
 
    To fix this issue, configure the browser to always allow cookies on Odoo's plugin page.
 
    For Google Chrome, change the browser cookie settings by following the guide at:
    `https://support.google.com/chrome/answer/95647
-   <https://support.google.com/chrome/answer/95647>`_
-   and adding `download.odoo.com` to the list of :guilabel:`Sites that can always use cookies`.
+   <https://support.google.com/chrome/answer/95647>`_ and adding `download.odoo.com` to the list of
+   :guilabel:`Sites that can always use cookies`.
 
    Once this is complete, the Outlook panel needs to be opened again.
 
 Now, enter the Odoo database URL and click on :guilabel:`Login`.
 
 .. image:: outlook/enter-database-url.png
-   :align: center
    :alt: Entering the Odoo database URL
 
 Next, click on :guilabel:`Allow` to open the pop-up window.
 
 .. image:: outlook/new-window-warning.png
-   :align: center
    :alt: New window pop-up warning
 
 If the user isn't logged into the database, enter the credentials. Click on :guilabel:`Allow` to let
 the Outlook Plugin connect to the database.
 
 .. image:: outlook/odoo-permission.png
-   :align: center
    :alt: Allowing the Outlook Plugin to connect to a database
 
 .. _mail-plugin/outlook/add-shortcut:
 
-Add a shortcut to the plugin
-----------------------------
+Using the inbox plugin
+======================
+
+To use the plugin, open any email in the Outlook mailbox, click on the :guilabel:`Apps` button in
+the upper right-side, and select :guilabel:`Odoo Inbox Addin` to open the panel.
+
+.. note::
+   The options available in the panel will vary based on the applications installed in the database.
 
-By default, the Outlook Plugin can be opened from the *More actions* menu. However, to save time,
-it's possible to add it next to the other default actions.
+Create a contact
+----------------
 
-In the Outlook mailbox, click on :guilabel:`Settings`, then on :guilabel:`View all Outlook
-settings`.
+To create a contact record in Odoo from an email, click the :icon:`fa-plus-circle`
+:guilabel:`(circle plus)` icon.
 
-.. image:: outlook/all-outlook-settings.png
-   :align: center
-   :alt: Viewing all Outlook settings
+.. note::
+   A contact record **must** be created before a lead/opportunity can be created.
 
-Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on :guilabel:`Odoo for
-Outlook`, and then :guilabel:`Save`.
+Create an opportunity
+---------------------
 
-.. image:: outlook/customize-actions.png
-   :align: center
-   :alt: Odoo for Outlook customized action
+To create an opportunity from an email, click the :icon:`fa-plus` :guilabel:`(plus)` icon next to
+:guilabel:`Opportunities`. Doing so opens a new opportunity record in Odoo in a new tab. The subject
+of the email is used as the opportunity title, and the content of the email is added to the
+:guilabel:`Notes` tab of the opportunity.
 
-Following this step, open any email; the shortcut should be displayed.
+Create a task
+-------------
 
-.. image:: outlook/odoo-outlook-shortcut.png
-   :align: center
-   :alt: Odoo for Outlook customized action
+To create a task from an email, click the :icon:`fa-plus` :guilabel:`(plus)` icon next to
+:guilabel:`Tasks`. Then, enter the title of the project where the task should be created in the
+resulting field, and select the appropriate project from the resulting list. This opens a new task
+record in Odoo in a new tab. The subject of the email is used as the task title, and the content of
+the email is added to the :guilabel:`Description` tab.
 
-Using the plugin
-----------------
+Create a ticket
+---------------
 
-Now that the plug-in is installed and operational, all that needs to be done to create a lead is to
-click on the `O` [Odoo icon] or navigate to :guilabel:`More actions` and click on :guilabel:`Odoo
-for Outlook`. The side panel will appear on the right-side, and under :guilabel:`Opportunities`
-click on :guilabel:`New`. A new window with the created opportunity in the Odoo database will
-populate.
+To create a task from an email, click the :icon:`fa-plus` :guilabel:`(plus)` icon next to
+:guilabel:`Tickets`. Doing so opens a new ticket record in Odoo in a new tab. The subject of the
+email is used as the ticket title, and the content of the email is added to the
+:guilabel:`Description` tab of the ticket.