Odoo 19 AI for Consulting & Project Management

Explore optimizing stage configuration in Odoo 19 field service by creating stages, assigning projects, setting colors, folding in kanban, and linking sms or email templates for task management.

Track technicians’ locations and attendance with geolocation in the Odoo 19 field service module, optimize routes, capture GPS coordinates, map partner locations, and log start, stop, and resume times.

Discover the new Odoo 19 sign features, including request signature, templates, and employee template. Manage valid dates, reminders, cc’s, notes, chatter tracking, and signing from documents like purchase orders.

Odoo 19 sign module enables online document signing with multiple signatures, templates, and activity views, while tracking credits, authentication options, and eco-friendly paperless reporting.

Configure secure digital signatures in Odoo 19 by uploading a document, adding a signature name, enabling extra authentication with a unique SMS code, and sending for final validation.

Explore how the Odoo 19 enterprise documents module streamlines document management with kanban, list, and timesheet views, advanced search, filters, folders, and tagging, plus integrated signing and sharing workflows.

Link external documents, create folders, and centralize files for quick access. Configure trash management, templates, tags, and activity types to drive automated workflows across HR, products, and sign documents.

Learn to build a CRM-ready contact database in Odoo 19 by centralizing contact details, managing multiple addresses, and configuring sales, purchases, and delivery settings for customers, suppliers, and partners.

Discover how smart buttons in Odoo 19 contacts provide quick access to opportunities, orders, invoices, meetings, and tasks. Master tagging, localization, and configuration to streamline contact management.

Explore how to sell consulting services and choose invoicing policies—prepaid fixed price, timesheets, and milestones—within odoo 17 ai.

Explore the milestone invoicing policy in a project using odoo 17, linking milestones to sales orders, updating quantities, and handling cost changes to track progress and auto invoice.

Streamline customer support and product feedback using the Help Desk app to auto-create tickets from emails, convert them to R&D tasks, and schedule follow-ups with templates.

Demonstrates selling a consulting project in Odoo 17 via a three-part partnership: training, refitting, and marketing across eight Electro Mart stores, with 300 training hours and milestone-driven planning.

Learn how sales orders create linked milestones per line with auto-populated data from the product and project, while planning 300 training hours and managing campaigns and invoicing in Odoo 17.

Configure project stages in Odoo and track progress with a kanban board, adding procurement stages and enabling notifications at inspection—using status colors for quick overview.

Discover how to manage tasks in a kanban workflow using odoo, from creating and assigning tasks with deadlines and tags to moving them through stages and archiving completed work.

Learn to auto-create tasks from sales orders with a scheduled workflow in Odoo and manage kanban tasks via manual, email, and website entries, including billable services.

Explore how to set and manage task dependencies in Odoo for project planning, linking tasks like room one before room two, using Gantt and Kanban views, dates, and assignments.

Discover how subtasks in odoo projects organize work, assign assignees and deadlines, and view progress through Kanban and nested task separation.

Learn to set up and manage project budgets in Odoo, linking analytic accounts, defining budget lines and periods, and tracking planned, actual, and theoretical amounts.

Manage project costs by adding and linking expenses to analytic accounts, billable settings, and journal entries, including re-invoicing to customers, then review the office design project's gross margin.

Learn Odoo 18 accounting essentials, including chart of accounts, taxes, journals, and payment terms. Manage invoices, credit notes, vendor bills, and fiscal positions with tax mapping.

Master multicurrency management in Odoo 18 with manual and automatic exchange rates, create invoices, and run unrealized currency gain or loss report, then execute journal entries, customer ledgers, asset depreciation.

Explore Odoo 18 budgeting, including analytic and financial budgets, to plan, monitor, and compare performance; manage deferred expenses and revenue, and post work-in-progress in manufacturing with reporting.

Discover how to customize Odoo 18 invoice numbering, create and manage batch payments, handle deferred revenue, and perform bank reconciliation to streamline accounting workflows.

Explore how to configure opening balances, budget management, and analytic budgets in Odoo 18 Accounting, apply analytic plans, manage automatic transfers, and share accounts across companies for accurate reporting.

Learn how Odoo 18 governs accounting module access through user rights, including internal, portal, and public users, and invoicing, bank access, reporting, and asset management with analytic accounting.

Explore the roles of internal and external accounting stakeholders, from configuring the chart of accounts to closing the fiscal year, audits, and regulatory controls, aided by an accounting application.

Explore the chart of accounts, its account types, and how balance sheet, equity, assets, liabilities, income, and expense accounts are organized in accounting software like Odoo.

Apply double-entry bookkeeping by mastering debits and credits and balanced journal entries. Learn how active and passive accounts affect assets, liabilities, expenses, and income in practical examples.

Learn how to configure sales taxes in Odoo, including localization packages, VAT, fiscal positions, tax records, and tax reports, with practical steps to set taxes on products and invoices.

Learn to automate basic journal entries in Odoo by configuring receivables, payables, default income and tax accounts, and applying them to customer invoices and vendor bills.

Learn to leverage crm, manage leads and opportunities in a customizable pipeline with stages, automations, and calendar activities to improve sales performance and revenue tracking.

Manage sales teams efficiently by configuring region-based and market-segment pipelines in Odoo, automate lead assignments, and tailor domain rules to boost accuracy and reporting.

Learn to manage leads in Odoo 17 by activating leads, nurturing inquiries, and converting qualified leads into opportunities, while merging duplicates and using the Kanban view.

Learn how to automate lead enrichment using the Chrome app and Odoo, turning email addresses into enriched leads with enhanced contact details and updated probabilities for faster sales.

Generate leads with Odoo CRM lead mining to boost sales. Set criteria like company size, industry, and state, and assign leads to the sales team while tracking credits.

Master tasks, events, and email management by scheduling activities in Odoo, sharing availability, and generating reports to improve sales effectiveness.

Learn to generate accurate sales forecasts and detailed reports in Odoo 17 using the reporting and documents apps, with dashboards and prorated revenue analyses.

Explore how Zoho CRM helps enhance customer relationships, automate sales pipelines, and analyze data with dashboards, widgets, and analytics, including how to sign up and import leads.

Learn to maximize efficiency in Zoho CRM by importing and converting leads, managing contacts and accounts, and configuring deals and campaigns to optimize sales pipelines.

Explore how to streamline sales and project workflows with Zoho CRM, using Kanban and canvas views, manage leads, deals, analytics, reports, products, quotes, and campaigns.

Learn how to start using Dynamics 365 sales CRM to create leads and opportunities, forecast revenue, and manage accounts, contacts, and pipelines.

Navigate Dynamics 365 to convert leads into opportunities, manage forecasts, and visualize sales pipelines. Link contacts and accounts, schedule tasks and calls, and leverage Copilot and Teams for AI-powered CRM.