Installation
What SharePoint Document Filing requires, how to install it, and how to check the install worked.
Requirements
- Odoo 18.0, Community or Enterprise
- Depends on base only
- The requests Python package, which Odoo already ships
- For live filing: a Microsoft Entra app registration (see Configuration). Not needed to install, configure or evaluate the module
Install
- Put technovision_ms365 in your addons path.
- Update the apps list and install SharePoint Document Filing.
- A Microsoft 365 app appears, and one scheduled action is created.
What installing it does not do
Nothing is filed. There are no rules, so every attachment stays exactly where Odoo put it. A module that started shipping a customer's documents to a third party on the strength of having been installed would be an accident.
The default account uses the simulated transport, which records what would be sent and sends nothing.
The scheduled action
Microsoft 365: file queued attachments runs every 10 minutes and uploads whatever is queued. It does nothing until a rule exists.
Roles
One group, Administrator: configures the tenant, the rules and the library, and reads the whole filing log. Ordinary internal users can see the filings for documents they attached themselves.
Upgrading
Standard Odoo upgrade. Rules, accounts and the filing log are preserved. The client secret and cached token live in ir.config_parameter and are untouched.
Uninstalling
Removes the module's models, rules and log. Files already in SharePoint stay there - and if you used Remove the Odoo copy, they are the only copy, so do not uninstall expecting them to come back.